Planned Lifetime Assistance Network of Massachusetts and Rhode Island, Inc.

  • Financial Services
  • Nonprofit
  • Human Services
50 Cabot Street
Suite 206
Needham, MA 02494
(617) 244-5552
(617) 795-0589 (fax)
Hours:
9:00 AM - 5:00 PM, Monday - Friday

About Us

PLAN of MA & RI, Inc., a nonprofit organization, administers special needs pooled trusts. Professional financial managers and social worker staff help individuals to preserve financial assets, protect read more
  • About

    PLAN of MA & RI, Inc., a nonprofit organization, administers special needs pooled trusts. Professional financial managers and social worker staff help individuals to preserve financial assets, protect public benefits, and access personalized guidance for the use of funds. PLAN offers individuals with disabilities a compassionate and lower-cost approach to special needs trusts. PLAN offers first and third party trusts that can be funded at the time the trust is opened or sometime in the future. We serve 1,000 beneficiaries of all ages and disabilities.

  • Whom to Contact

    • Lindsay Brogan
      Community Relations Specialist
    • Pamela Tames
    • Kathy Vitello
      Director of Beneficiary Services

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