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 a good fit for you and/or someone you care about.  

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 trusts must ensure that beneficiaries remain eligible for need-based government benefits and strike a balance between the beneficiary’s current and future needs. Because these accounts […]

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, and how the care plan will impact relationships over long periods of time. One of the best choices for long-term financial support and care that […]

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 great flexibility. There are times when Mary is unable to work for a month or more. When Mary is working, she is a great help […]

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 about PLAN, they found a solution – a pooled trust that fit their financial situation. They also learned about the possibility of setting up a […]