Join Joan McGrath and Kathy Vitello of PLAN MA & RI. PLAN of MA & RI is a 501(c)3 nonprofit organization that offers Special Needs Trusts to people of any age with any disability, helping to preserve their assets, protect their access to public benefits, and to live well. This presentation from PLAN will help to provide a deeper understanding of Special Needs Trusts and the responsibilities of a Professional Trustee, how Special Needs Pooled Trusts can benefit your clients, particularly those over 65, and how Special Needs Trusts and ABLE accounts work together.
1 CE Pending Approval