Overview

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?

  • Allows a person with a disability to have additional assets and still qualify for benefits.
  • Permits a family member to leave an inheritance to a person with a disability without disrupting entitlements.
  • Provides funds for supplementary services (i.e. clothing, home visits, phone service etc.).
  • Creates protection against creditors.
  • Assures family members that they or their relative with a disability will continue to live a dignified life.

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:

  • Supplement state and federal benefits
  • Help maintain self-sufficiency
  • Purchase services and items or pay bills
  • Enhance quality of life

Information Request

Let’s start taking care of tomorrow, together. Contact PLAN of Connecticut to learn how we can help you plan for what’s next.

If you are interested in more information about setting up a trust for your loved one, submit your name and contact information and our Outreach Coordinator will show you how to get started.

    Your Name *

    Your Email *

    Phone *

    Preferred Method of Contact *

    Fees:

    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
    Contact PLAN

    Let’s start taking care of tomorrow, together.

    Contact PLAN of Connecticut to learn how
    we can help you plan for what’s next.