The Plan for Special Needs Trusts

In this episode, hear from Tom Alessi and Craig Richardson, founders of the ARIES Foundation for Financial Education. Hear how this nonprofit organization helps to educate people on how to have a better relationship with their money. They also highlight their relationship with PLAN of MA & RI along with their insights on ways to fund a special needs trust. Read the transcript of this episode....

In this episode, hear from Greg Donnelly, President and CEO of the Carroll Center for the Blind, as he discusses how the organization achieves its mission of empowering those who are blind and visually impaired to achieve independence and lead a fulfilling life. He also highlights how their mission and goals align with those of their community partner, PLAN of MA & RI. Read the transcript of t...

In this episode, hear from Mary Beth McMahon, President and CEO of Special Olympics Massachusetts, as she highlights just how special this organization is. Special Olympics Massachusetts strives to spread inclusion through year-round sports training and competition while changing the way the world views individuals with intellectual disabilities. She also highlights the importance of their partner...

In this episode, hear from Patrick Shaughnessy, State Director of Best Buddies of MA & RI, as he discusses the mission of this 501(c)3 organization: to establish a global volunteer movement that creates opportunities for friendship, jobs, leadership development, and inclusive living for individuals with intellectual and developmental disabilities (IDD). He also highlights the importance of the...

In this episode, hear from Jo Ann Simons, President and CEO of Northeast Arc, as she discusses the organization and how it reflects its mission of helping individuals with disabilities to achieve their most independent lives. Tune in as she highlights how the organization is benefiting their community, the major milestones it has accomplished, the significance of establishing the partnership with...

In this episode, hear from Elder-Law Attorney, Michelle Lapointe, as she discusses special needs trusts and her relationship with PLAN. She highlights how to set up a special needs trust, […] The post Establishing a Special Needs Trust – with Michelle LaPointe appeared first on PLAN of MA and RI .

In this episode, hear from Kathy Vitello, the Director of Operations at PLAN of MA & RI and Licensed Social Worker. Tune in as she discusses the importance of the […] The post The Importance of Service Coordinators – with Kathy Vitello appeared first on PLAN of MA and RI .

In this episode, hear from Joan McGrath, the Executive Director at PLAN of MA & RI. Listen as she discusses PLAN and its history, what PLAN does as a Professional […] The post Who is PLAN of MA & RI? – with Joan McGrath appeared first on PLAN of MA and RI .

This informative podcast will delve into the world of Special Needs Trusts from the eye of a nonprofit 501©(3) Professional Trustee, the Planned Lifetime Assistance Network of MA & RI. It will discuss what special needs trusts are, the different types of trusts, how to set a trust up with PLAN, and many other related topics. To learn more go to planofma-ri.org.