Special Needs Trust Administration

Special Needs or Supplementary Needs Trusts allow for the establishment of accounts to benefit individuals with lifelong disabilities without impacting their eligibility for government benefits, including SSI and Medicaid. Congress established statutory authority for Special Needs Trusts with the passage of The Omnibus Budget Reconciliation Act of 1993. Funds held in trust are used to improve the beneficiary’s quality of life. Common uses of trust funds include transportation costs, counseling/therapy, medical expenses, clothing and computer and electronic equipment.

Care Management

Fee-for-Service Care Management

Through its Care Management Services, PLAN of PA seeks to improve the lives of individuals living with a Mental Health Disability by working with each person to develop a support network unique to his or her needs – encouraging independence, stability, and security while enhancing quality of life. As part of the Personal Care Plan development process, PLAN of PA is able to evaluate current benefits and apply for others that may be available, such as Social Security, food stamps and Medicaid. We assist clients in finding housing, managing their finances, and coordinating transportation and recreation opportunities, as well as monitoring personal needs.

Representative Payee

The Representative Payee Program exists as an option for the people we serve with Care Management and Trust Administration contracts. In this program, PLAN of PA serves as an Organizational Representative Payee for those receiving SSI & SSD benefits from the Social Security Administration.