PLAN of Massachusetts is a professional trustee that has been providing quality trustee fiduciary services since 1971. They specialize in managing special needs trusts, helping individuals with disabilities and their families preserve assets, protect access to public benefits, and live well. With a focus on prudent stewardship, PLAN balances the current and future needs of beneficiaries while ensuring compliance with the intricacies of public benefits.
With offices in Quincy, MA and Providence, RI, PLAN serves individuals located in or near Greater Boston, North Shore MA, South Shore MA, Central MA, Western MA, Cape Cod, Providence RI, Warwick RI, Newport RI, Cranston RI, and all other parts of Massachusetts and Rhode Island. Their compassionate and caring approach to trust administration is complemented by social service support, making them a trusted partner for individuals and families navigating the complexities of special needs planning.
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