Planned Lifetime Assistance Network of Massachusetts and Rhode Island, Inc.


Financial Services NonprofitHuman Services

About Us

PLAN of MA & RI, Inc., a nonprofit organization, administers special needs pooled trusts. Professional financial managers and social worker staff help individuals to preserve financial assets, protect public benefits, and access personalized guidance for the use of funds. PLAN offers individuals with disabilities a compassionate and lower-cost approach to special needs trusts. PLAN offers first and third party trusts that can be funded at the time the trust is opened or sometime in the future. We serve 1,000 beneficiaries of all ages and disabilities.

Rep/Contact Info

Lucille Cassis
Pamela Tames
Kathy Vitello
Director of Beneficiary Services
Shani Walker
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We're here to help. Call (617)-244-5300 or use this form to reach us.


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