About
They specialize in Special Needs Trusts, offering various trust options and dedicating their expertise in trust administration to benefit individuals and their families. Founded in 1990, PLAN of Connecticut approaches each individual and their family with compassion and understanding, partnering with them to undergo a personalized assessment and planning process to establish their chosen trust. Their services are unique in Connecticut, allowing them to administer a Special Needs Pooled Trust, and they focus solely on the administration of Special Needs Trusts. PLAN of Connecticut is a 501(c)(3) nonprofit organization, governed by individuals with personal knowledge of and experience with disabilities, and is subject to the same review as other trust companies operating in Connecticut.
Insurance & payment
Insurance details are not listed publicly — call the practice to confirm.
Ask about sliding-scale fees if you're paying out of pocket.
Services & specialties
Third Party Special Needs Trust
A Third Party Special Needs Trust is most often established by the parents/guardians of an individual with a disability, although it can be established by anyone on behalf of this individual.
Pooled Special Needs Trust
The Pooled Special Needs Trust is the only trust in CT that an individual over 65 can contribute their own income or assets into in order to retain a lifetime benefit from those assets/income, and still qualify for public benefits like Medicaid or waiver programs.
Charitable Trust Grants
The PLAN of CT Charitable Trust is a fund which allows individuals of any age who have a disability to apply for one-time needs-based assistance through a grant to purchase a service or resource meant to enhance the individual’s quality of life.
Self-Settled Special Needs Trust
A Self-Settled Special Needs Trust is used when a disabled individual under 65 receives a direct inheritance, a back payment from Social Security, a settlement, or a lottery win that would affect their eligibility for state or federal benefits.