"I love PLAN of MA and RI | Special Needs Trusts | Social Support"

2022-10-05 00:11:47

Call Us: 888-890-7526CLICK HERE to set up a free 30-minute consultation with a specialist today! Follow Us Who We AreAboutMissionOur TeamOur Board MembersAttorney PartnersInvestment ManagerCareersHistory of PLANPrivacy PolicyWhat We DoTrusts & ServicesThe Role of the TrusteePLAN’s Service CoordinatorsFrequently Asked QuestionsFor Special Needs ProfessionalsComparing PLAN’s TrustsInformation GuidesOpening a Trust with PLANFor FamiliesPlanning for Adults or Minor Children With a DisabilityPlanning for Adults 65+Disbursements From Your TrustLatest NewsAnnouncementsPodcastsCommunity OutreachCOVID-19 ResourcesJoin Mailing ListHelpful ResourcesOnline ApplicationsFirst Party TrustThird Party TrustFormsOpening a TrustFor Current BeneficiariesOur Partners  We’re a Trust… with a Heart We proudly serve people with disabilities – lifelong or related to illness, injury, or age – helping to preserve assets, to protect access to public benefits, and to live well.Established in 1971, PLAN is a professional trustee providing quality trustee/fiduciary services to individuals and their families through sound and thoughtful trust administration and compassionate, caring social service support.  AnnouncementsWe Moved!July 18, 2022We are excited to share that we have moved our main office!  We are sad to say goodbye to our old office in Needham, but excited to join our new […]Read More » PodcastsElder Law in Rhode Island – with Attorney Elizabeth PhillipsSeptember 1, 2022In this episode, hear from Elder Law Attorney, Elizabeth Phillips, as she discusses herself and her Rhode Island-based practice, Hackman & Phillips Elder Law Rhode Island LLC. Listen as she highlights Elder […]Read More » Trusts & ServicesWhat We DoWe describe our approach to managing trusts as “Prudent Stewardship.” We recognize our most important duty is balancing beneficiaries’ current and future needs while paying strict attention to the nuances of public benefits…Read More » Call Us: 888-890-7526  |  Contact Us Two Adams Place Suite 110, 859 Willard St. Quincy, MA 02169331 Waterman St., Suite 225W Providence, RI 02906While 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.View our privacy policy. h2.frq-main-title{ font-size: 14px; } .hrf-entry{ border:none !important; margin-bottom: 0px !important; padding-bottom: 0px !important; } .hrf-content{ display:none; color: #444444; background: #ffffff; font-size: 14px; padding: 10px; padding-left: 50px; word-break: normal; } h3.hrf-title{ font-size: 14px ; color: #444444; background: #ffffff; padding: 10px ; padding-left: 50px; margin: 0; -webkit-touch-callout: none; -webkit-user-select: none; -khtml-user-select: none; -moz-user-select: none; -ms-user-select: none; user-select: none; outline-style:none; } .hrf-title.close-faq{ cursor: pointer; } .hrf-title.close-faq span{ width: 30px; height: 30px; display: inline-block; position: relative; left: 0; top: 8px; margin-right: 12px; margin-left: -42px; background: #444444 url(https://www.planofma-ri.org/wp-content/plugins/html5-responsive-faq/images/open.png) no-repeat center center; } }.hrf-title.open-faq{ } .hrf-title.open-faq span{ width: 30px; height: 30px; display: inline-block; position: relative; left: 0; top: 8px; margin-right: 12px; margin-left: -42px; background: #444444 url(https://www.planofma-ri.org/wp-content/plugins/html5-responsive-faq/images/close.png) no-repeat center center; } .hrf-entry p{ } .hrf-entry ul{ } .hrf-entry ul li{ }