About
The Planned Lifetime Assistance Network (PLAN) of CT is a nonprofit organization that empowers individuals with disabilities by providing person-centered planning, financial management, and advocacy support. Based in Wethersfield, CT, PLAN of CT is a 501(c)(3) nonprofit solely focused on the administration of special needs trusts. They offer various trust options, including Third Party Trusts, Pooled Trusts, and Self-Settled Trusts, to benefit individuals with disabilities and their families. The organization 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. PLAN of CT is unique in its approach to Special Needs Trust administration, with a focus on simplifying complex matters for trust clients and providing value-added resources, including pre-drafted trust language and documents for attorneys and families.
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 Trusts
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 Trusts
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.
Self-Settled Trusts
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.