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

PLAN of PA’s 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

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.