Special Needs Trust Administration

Special Needs Trusts allow individuals with lifelong disabilities to set aside resources 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.

Fee-for-Service Care Management

Our Care Management Team supports those with Intellectual Disability and Mental Health diagnoses live a happier, healthier, more meaningful life. We work with the person and their support system to address current needs and plan for the future.

Through years of experience, we have found those we serve benefit the most when our services focus on 6 core life areas.

  • Vocational Pursuits
  • Improved Housing
  • Personal Finance Management
  • Health & Wellness
  • Government Benefits Acquisition
  • Social Development

SSA Representative Payee Program

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.