What Does PLAN Do?
The mission of PLAN is to assist families in preparing for the future of their loved one with a disability. We have been helping people with disabilities by acting as trustee for special needs trusts since 1993. Everyone wants to be reassured that they or their child will continue to receive care after their advocates are unable to continue their role. PLAN does this by managing special needs trusts set up by families for the benefit of their loved ones.
Why do I need a Special Needs Trust?
Creating a Special Needs Trust (SNT) can safeguard current and future assets, while ensuring your loved one has sufficient resources to live and thrive. While many banks will only establish trusts for hundreds of thousands of dollars, PLAN trusts require no minimum funding. All PLAN trust documents are written in accordance with federal law and provided to local participating attorneys.
People with PLAN trusts may use their trust assets to:
PLAN Trust Establishment fee for one trust: $1,050.00
- This fee is due upfront with the trust application materials
Trust Administrative and Service Fees:
- No fees are charged until the trust is funded