Description
Presented by Planned Lifetime Assistance Network of Massachusetts and Rhode Island, Inc. (PLAN), this webinar gives attendees an opportunity to learn about government benefits and special needs trusts, and how those resources can help in planning for the future. Specifically, attendees will understand how funds in a special needs trust are administered with individual benefits in mind to avoid negatively affecting their eligibility for means-tested benefits while supporting quality of life. The presentation will review state-specific benefits for residents of MA and RI, but attendees from any US state are welcome to join.
Attendees will:
Gain a deeper understanding of key government benefits and special needs trusts
Learn how a special needs trust can supplement, not supplant public benefits
Understand the responsibilities of a professional trustee
Learn how PLAN offers social services support through its knowledgeable, experienced licensed social workers who serve as the primary liaison for beneficiaries and their families
PLAN is a 501(c)3 nonprofit organization that offers special needs trusts to people of any age with any disability, helping to preserve their assets, protect their access to public benefits, and to live well. PLAN is AANE’s exclusive special needs trust partner.
Free consultation at PLAN: https://calendly.com/tiana-moore
Meet the Speaker
Ellen Harnen, LICSW, CBIS, Service Coordinator Manager, is a Licensed Independent Clinical Social Worker with over 20 years of experience working with adults with disabilities, their families, and caregivers. Ellen has worked extensively as a case manager providing services to adults living with neurological injuries and/or illness. Ellen earned a Master of Social Work degree from Simmons College in Boston. She is a Certified Brain Injury Specialist.
Attendee Notice: By signing up for this webinar, you agree to have your name and email address shared with PLAN of MA & RI.