Below are important documents that will guide you along your journey to establish a special needs trust with PLAN of MA & RI. If you have any questions at all, do not hesitate to call us (888) 890-7526 or set up a free consultation to discuss your situation.
A service provider must complete this form in order to receive payment from a Special Needs Pooled Trust account. PLAN uses the information from the form to report all payments to the IRS. For a Spanish version click here.
Two Adams Place Suite 110, 859 Willard St. Quincy, MA 02169
331 Waterman St., Suite 225W Providence, RI 02906
While our offices are located in Quincy, MA and Providence, RI, we provide special needs trust services to individuals located in or near Greater Boston, North Shore MA, South Shore MA, Central MA, Western MA, Cape Cod, Providence RI, Warwick RI, Newport RI, Cranston RI, and all other parts of Massachusetts and Rhode Island.