About PLAN
Mission
The mission of PLAN is to assist families in planning for the future of their family member with a disability and to provide continuity of services after the principal advocate/care-givers have died or are unable to continue. PLAN does this by managing trusts, set up by families, for the benefit of their family member with a disability which:
- Supplement State and Federal benefits
- Help the individual maintain self sufficiency
- Prevent unnecessary hospitalizations
- Enhance quality of life
History
The PLAN idea was initiated by families with disabled children. In 1990 it was given authority by the Connecticut State Assembly to exercise trust powers and to administer privately established trusts for the benefit of disabled people - those with developmental disability, mental illness, traumatic brain injuries, cerebral palsy, visual impairments - any disability. In the following two years, PLAN was incorporated as a non-profit corporation and prepared a package of trust documents for use by families of the disabled, and commenced operations in 1993.
Track Record
Experience
Since 1993, PLAN has been working with people with special needs and their families. PLAN's bylaws require that 51% of the Board of Directors have a family member with a disability. Therefore, you are provided not only with financial aptitude, but understanding and empathy for your situation.
Knowledge
PLAN's knowledgeable team, along with a network of highly qualified lawyers and advisors, provides professional trust management services. PLAN takes the responsibility for understanding benefits, managing funds, keeping records and preparing taxes. This guarantees the peace of mind you need concerning benefits, tax reporting, and the well being of your loved one with a disability.
Results
While a bank focuses on money management, PLAN focuses on the services that money will provide. PLAN does this by managing special needs trusts set up by families for the benefit of their loved ones. PLAN is for families of all financial levels and provides excellent services for reasonable fees. While many banks will only establish trusts for hundreds of thousands of dollars, PLAN trusts require no minimum funding.
Since 1993, PLAN has been working with people with special needs and their families. PLAN's bylaws require that 51% of the Board of Directors have a family member with a disability. Therefore, you are provided not only with financial aptitude, but understanding and empathy for your situation.
Knowledge
PLAN's knowledgeable team, along with a network of highly qualified lawyers and advisors, provides professional trust management services. PLAN takes the responsibility for understanding benefits, managing funds, keeping records and preparing taxes. This guarantees the peace of mind you need concerning benefits, tax reporting, and the well being of your loved one with a disability.
Results
While a bank focuses on money management, PLAN focuses on the services that money will provide. PLAN does this by managing special needs trusts set up by families for the benefit of their loved ones. PLAN is for families of all financial levels and provides excellent services for reasonable fees. While many banks will only establish trusts for hundreds of thousands of dollars, PLAN trusts require no minimum funding.
Law Partners
PLAN currently partners with over 150 lawyers to meet the needs of our families. Law partners enjoy the following benefits:
- Unlimited access to PLAN's trust documents
- Annual listing in our newsletter
- Inclusion in every professional list distributed to families seeking an attorney for estate planning purposes
- Free access to PLAN seminars
