Hands of person in blue button up shirt signing paperwork

For Special Needs Professionals

The PLAN of MA and RI team collaborates with financial planners, elder law (NAELA) attorneys, estate planning lawyers, CPAs, and other professional service providers who counsel and guide individuals with special needs and their families – particularly regarding estate plans, estate planning wills, estate planning trusts, and financial plans – to meet the long-term financial planning and estate planning needs of our mutual clients.

We encourage you to consult with your estate planning or settlement attorney as you consider setting up a special needs trust. 

View our side-by-side comparison of First Party Trusts and Third-Party Trusts.

For more in-depth detail on how Special Needs Pooled Trusts work and how we operate, view our information guides.

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.

888-890-PLAN  | [email protected]


Sign up for our Special Needs Planning Newsletter!

Stay up to date on how to help clients with special needs trusts by signing up for our monthly newsletter here. We’ll deliver best practices, industry news, and other information straight to your inbox.