Special Needs Trusts can be complicated! We’ve created a presentation that summarizes the overall differences between various types of special needs trusts, what PLAN offers, and which ones may be […]

Special needs trusts are legal and financial tools that are set up for people with disabilities to cover supplemental expenses not paid for by public benefits. Trustees of special needs […]

People with disabilities, their families and professionals setting up long-term care and financial plans must consider a long list of concerns, including required services, costs, funding strategies, the people involved, […]

Mary has a college degree in retail marketing, and works part-time at a gift shop when she is feeling well. The shop owner is a family friend, who allows Mary […]

Alice and John, Bobby’s parents, had heard about special needs trusts over the years. They always had assumed that a trust was for families with significant resources. When they learned […]