Trust Services
PLAN of PA serves as the fiduciary of a Special Needs Trust (SNT). SNT’s serve to assist the beneficiary in maintaining benefits for which s/he is eligible and utilizing those Trust funds to supplement his/her benefits. Here are some key things a Trustee does:
The PLAN of PA Difference
PLAN of PA was started by families who had a family member diagnosed with a disability. This history instills within us a passion to use the Trust funds as you would have wanted, positioning your loved one to live a happier, healthier and more meaningful life. These are some things that differentiate PLAN of PA from other SNT Fiduciaries:
As a non-profit, PLAN of PA never wishes for our fees to be prohibitive of serving our community. That being said, given our low minimums, our Trust fee schedule does present differently then a for profit Bank or Trust company. Please dialogue with us about your expectations so we can work together to establish an appropriate fee.
Below you can find our standard fee schedule:
Trust Services & Care Management
They work together.
One of the ways PLAN of PA adds value to the lives of our beneficiaries is through our Care Management services. Although every beneficiary does not need Care Management support, many beneficiaries have times in their lives where they require some level of assistance from a professional Social Worker.
As trustee, there may be times that we initiate a Care Management contract to accomplish a specific goal ensuring the beneficiaries health and well being, for instance…
An immediate need to secure eligible benefits
Obtain housing
Secure a clinical team to manage a serious illness
Assist the person to gain income through a job
Care Management services are a fee-for-service contract. Our top goal is for the trust resources to be utilized in the best ways possible for the person’s happiness and health.