Special Needs Trusts PLAN of Massachusetts & Rhode Island
Record last updated 2021/05/13 Comment on this info .Update this info
Contact Information
PLAN of Massachusetts & Rhode IslandContact: Cynthia Calixte,, Trust Relationship Associate
Email Address: info@planofma-ri.org
Phone: 617-244-5552
View Special Needs Trusts Website
50 Cabot St Needham, MA 02494
Area Served: Central
Map Location Special Needs Trusts
Narrative
PLAN of Massachusetts & Rhode Island is a Special Needs Pooled Trust serving beneficiaries in Massachusetts and Rhode Island. A Special Needs Pooled Trust (SNPT) is way to set aside money for a beneficiary’s future use—without jeopardizing their Supplemental Security Income (SSI) and Medicaid benefits. It is called “pooled” because all beneficiaries’ separate accounts are invested together—reducing administrative costs and overhead for each.
Service Types
- Financial Assistance
Program Type
- Aging
- Financial Planning
- Transition
Populations Served
- All Disabilities
Ages Served
- 3 - 4
- 5 - 8
- 9 - 13
- 14 - 18
- 19 - 22
- 23 – 59
- 60 +
Additional Information
- Fees: Personal Funds