Special Needs Professionals
The PLAN of MA and RI team works closely with the attorneys and other special needs professionals who counsel and guide individuals with special needs and their families – particularly regarding estate plans, estate planning wills, and financial plans. For decades we have worked with financial planners, estate planning lawyers, CPAs, and other professional service providers to collaboratively meet the long-term financial planning and estate planning needs of our mutual clients. In fact, we encourage you to consult with your estate planning or settlement attorney as you consider setting up a special needs trust. This following detailed comparison provides a side-by-side look at our first and third party trusts. Detailed information guides provide further information.
We are available to assist you at any time in setting up or working with our trust accounts; please call or email at your convenience.