Special Needs Trusts

Record last updated 2025/11/03 Comment on this info .Update this info

Contact Information

PLAN of Massachusetts & Rhode Island
Contact: Cynthia Calixte, Trust Relationship Associate
Email Address: info@planofma-ri.org
Phone: 617-244-5552

50 Cabot Street Needham, MA 02494
Area Served: Central

Map Location Special Needs Trusts

Narrative

PLAN of Massachusetts & Rhode Island is a Special Needs Pooled Trust. We serve beneficiaries in Massachusetts and Rhode Island. A Special Needs Pooled Trust (SNPT) is way to set aside money for a beneficiary’s future use. It does not jeopardize their Supplemental Security Income (SSI) and Medicaid benefits. It is called “pooled” because all beneficiaries’ separate accounts are invested together. It reduces administrative costs and overhead for each.

Service Types

  • Family Support

Program Type

  • Aging
  • Financial Planning
  • Transition

Populations Served

  • All Disabilities
  • Autism Spectrum
  • Birth Defects
  • Developmental Disability
  • Intellectual Disabilities
  • Mental Illness
  • Physical Disabilities

Ages Served

  • 3 - 4
  • 5 - 8
  • 9 - 13
  • 14 - 18
  • 19 - 22
  • 23 – 59
  • 60 +

Additional Information

  • Fees: Personal Funds