The Plan for Special Needs Trusts

The Plan for Special Needs Trusts

Latest Episodes

Building a Better Relationship with Money – with Tom Alessi and Craig Richardson of the ARIES Foundation
January 06, 2022

In this episode, hear from Tom Alessi and Craig Richardson, founders of the ARIES Foundation for Financial Education. Hear how this nonprofit organization helps to educate people on how to have a bett

Overcoming Obstacles at the Carroll Center for the Blind– with Greg Donnelly
December 03, 2021

In this episode, hear from Greg Donnelly, President and CEO of the Carroll Center for the Blind, as he discusses how the organization achieves its mission of empowering those who are blind and visuall

Special Olympics Massachusetts: The Power of Inclusive Sports
November 04, 2021

In this episode, hear from Mary Beth McMahon, President and CEO of Special Olympics Massachusetts, as she highlights just how special this organization is. Special Olympics Massachusetts strives to sp

Inclusion Lives at Best Buddies of MA & RI – with Patrick Shaughnessy
September 30, 2021

In this episode, hear from Patrick Shaughnessy, State Director of Best Buddies of MA & RI, as he discusses the mission of this 501(c)3 organization: to establish a global volunteer movement that creat

Northeast Arc’s Innovative Approach to Disability Services — with Jo Ann Simons
September 02, 2021

In this episode, hear from Jo Ann Simons, President and CEO of Northeast Arc, as she discusses the organization and how it reflects its mission of helping individuals with disabilities to achieve thei

Establishing a Special Needs Trust – with Michelle LaPointe
August 08, 2021

In this episode, hear from Elder-Law Attorney, Michelle Lapointe, as she discusses special needs trusts and her relationship with PLAN. She highlights how to set up a special needs trust, the differen

The Importance of Service Coordinators – with Kathy Vitello
August 08, 2021

In this episode, hear from Kathy Vitello, the Director of Operations at PLAN of MA & RI and Licensed Social Worker. Tune in as she discusses the importance of the on-staff social workers, AKA service

Who is PLAN of MA & RI? – with Joan McGrath
August 08, 2021

In this episode, hear from Joan McGrath, the Executive Director at PLAN of MA & RI. Listen as she discusses PLAN and its history, what PLAN does as a Professional Trustee, and why someone would benefi

The PLAN for Special Needs Trusts -Trailer
May 28, 2021

This informative podcast will delve into the world of Special Needs Trusts from the eye of a nonprofit 501©(3) Professional Trustee, the Planned Lifetime Assistance Network of MA & RI. It will discuss what special needs trusts are,