Planning for the future can be especially challenging when a loved one has a disability. Many families worry about how to provide long-term financial security without jeopardizing critical public benefits such as Supplemental Security Income (SSI) or Medicaid. A Special Needs Trust (SNT), also known as a supplemental needs trust, offers a powerful and compassionate solution — one that preserves eligibility for essential benefits while ensuring funds are available for the individual’s unique needs and quality of life.

A Special Needs Trust is far more than a financial tool: it’s a promise of care, protection, and peace of mind. For those ready to explore this powerful planning option, PLAN of MA and RI can make all the difference in building a secure, sustainable future.

PLAN is a 501(c)3 non-profit organization providing professional trustee services for Special Needs Trusts and proudly serving people with all disabilities for over 50 years. Incorporated in 1971, PLAN of MA & RI is recognized today as an expert in Special Needs Trust administration.

PLAN offers the unique benefit of social services support. Each beneficiary has a dedicated Service Coordinator, who is a licensed Social Worker, for the life of the trust. PLAN’s experienced Service Coordinators understand the daily reality that individuals with disabilities and their caregivers face and tailor their services and resources to promote dignity, independence, and quality of life.

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