Special Needs Trusts PLAN of Massachusetts & Rhode Island

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

50 Cabot St Needham, MA 02494
Area Served: RHODE ISLAND, MASSACHUSETTS

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.

PLAN of Massachusetts & Rhode Island 3 - 4, 5 - 8, 9 - 13, 14 - 18, 19 – 22, 23 – 59, 60 + Needham Cynthia Calixte, info@planofma-ri.org 617-244-5552 26051 Special Needs Trusts Aging, Financial Planning, Transition 5) Central Financial Assistance 50 Cabot St Trust Relationship Associate https://www.planofma-ri.org/ 02494 Personal Funds All Disabilities Local Area Trust Relationship Associate RHODE ISLAND, MASSACHUSETTS

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