PLAN is a professional trustee providing quality trustee/fiduciary services to individuals and their families through sound and thoughtful trust administration and compassionate, caring social service support.

PLAN proudly serves people with disabilities – lifelong or related to illness, injury, or age – helping to preserve assets, to protect access to public benefits, and to live well.

Attendees will learn about the purpose of a Special Needs Trust, Types of Special Needs Trusts, Trustee Responsibilities, Trustee Considerations, Establishing a Trust with PLAN, and about ABLE accounts.

Learning Objectives:

• Understand the purpose of a Special Needs Trust
• Types of Special Needs Trusts
• Trustee Responsibilities
• Trustee Considerations
• Establishing a Trust with PLAN
• ABLE