Planned Lifetime Assistance Network of Massachusetts and Rhode Island, Inc. (PLAN of MA & RI) and Seven Hills have recently established a new partnership. As a non-profit serving people with disabilities and assisting them with preserving assets, protecting access to public benefits, and living well, PLAN of MA & RI is uniquely qualified to assist people with disabilities and their families with Special Needs Trusts.

Special Needs Trusts are important financial vehicles for people with disabilities as they can help preserve financial resources and still allow access to public benefits. This partnership will help educate individuals and families affiliated with Seven Hills about the critical need for financial security.

Planning for the future can be especially challenging when a loved one has a disability. Many families worry about how to provide long-term financial security without jeopardizing critical public benefits such as Supplemental Security Income (SSI) or Medicaid. A Special Needs Trust (SNT), also known as a supplemental needs trust, offers a powerful and compassionate solution — one that preserves eligibility for essential benefits while ensuring funds are available for the individual’s unique needs and quality of life.

A Special Needs Trust is far more than a financial tool: it’s a promise of care, protection, and peace of mind. For those ready to explore this powerful planning option, PLAN of MA and RI can make all the difference in building a secure, sustainable future.

PLAN is a 501(c)3 non-profit organization providing professional trustee services for Special Needs Trusts and proudly serving people with all disabilities for over 50 years. Incorporated in 1971, PLAN of MA & RI is recognized today as an expert in Special Needs Trust administration.

PLAN offers the unique benefit of social services support. Each beneficiary has a dedicated Service Coordinator, who is a licensed Social Worker, for the life of the trust. PLAN’s experienced Service Coordinators understand the daily reality that individuals with disabilities and their caregivers face and tailor their services and resources to promote dignity, independence, and quality of life.


CLICK HERE to set up a FREE 30-minute consultation with a PLAN specialist today!