Why PLAN?

• Accept trusts of any size.
• Focus solely on special needs trusts.
• Managed by a Board of Directors with personal knowledge of disabilities. (By-laws stipulate that more than half of the Board must have a relative with a disability).
• Simplifies complex matters.
• Is cost-effective. PLAN is a non-profit 501(c)(3).
• Creates highly personalized, one-on-one Trust Administrator relationships with clients.
• Is the only organization in the state that can administer a Special Needs Pooled Trust.
• Provides attorneys with pre-drafted trust language and documents
• Releases other family members of a lifetime responsibility, allowing family to be there for emotional support/companionship, rather than focusing on money management.
• Is carefully monitored by the Connecticut Department of Banking. Operations are subject to the same review as other trust companies which operate in Connecticut.
• Is prepared to assist individuals with any type of disability.