The Plan for Special Needs Trusts podcast artwork

PODCAST · business

The Plan for Special Needs Trusts

This informative podcast will delve into the world of Special Needs Trusts from the eye of a nonprofit 501©(3) Professional Trustee, the Planned Lifetime Assistance Network of MA & RI.

  1. 32

    John Cronin and Mark Cronin Co-Founders of John’s Crazy Socks

    Not liking the choices he faced, John turned to his father and said, “I want to go into business with you.” John had worked with Mark before and he thought the best way to find a job he would love was to create one. To Mark, this seemed like a great plan. The two would-be partners needed to come up with an idea for their business. John’s first suggestion? A fun store. “I wanted something fun and creative.” Though neither of them could figure out what a fun store would actually sell.   Next, John suggested a food truck. He had seen the movie Chef starring Jon Favreau, about a father-son food truck business. The two started cooking up plans on what they could serve when they ran into a problem. John explained, “We can’t cook.” With his food truck initiative gone, John hit his Eureka moment. “Let’s sell socks.” John suggested they sell crazy socks. He even had the name for the business and some drawings of the website. Asked why socks, John says, “I wore crazy socks my entire life. They are fun, colorful and creative. They let me be me.” Mark adds, “John had worn crazy socks his entire life, that was his thing. We would drive around looking for them. It seemed as if John loved fun socks so much, others would too.” John and Mark set out to build their business. They built a website in Shopify, an e-commerce platform. They convinced some suppliers to sell them some inventory. They opened bank accounts and filed with the State of New York. The only marketing they did was to set up a Facebook page and shoot some low-fi videos with John talking about his socks. That’s when John came up with his catchphrase: “socks, socks and more socks.” And they committed to donating 5 percent of earnings to the Special Olympics. The partners intended to open their business at 10 a.m. but their website crashed that morning, so they opened at 3 p.m. They waited to see what would happen. Fortunately, they did not need to wait long. Orders began streaming in. Almost all of them were local people that knew the pair in Huntington.  And the customers came because they loved John’s videos. John wanted to make the first packages special, so they decided to make home local deliveries. They put the sock in red boxes, added some candy and a thank you note from John. Then they loaded up the car with the boxes and drove around so John could knock on doors. And our customers loved it. They took pictures with John and pictures of the socks and shared them on social media. Word began to spread and more orders came in. By the end of that first month, John’s Crazy Socks had shipped 452 orders and earned more than $13,000 in revenue. John and Mark wanted to test the idea of selling socks online and the response was very positive. Mark says, “We learned three things: People want to buy socks. People want to buy socks from John. This young man and this old man can sell socks” “We want to show the world what is possible. We want to show the world what people with differing abilities can do when given a chance. We know that people with differing abilities are ready, willing and able to work. We make this happen in ways large and small.” John Cronin The post John Cronin and Mark Cronin Co-Founders of John’s Crazy Socks appeared first on PLAN of MA and RI.

  2. 31

    Kara Falcone, State Director, Best Buddies MA & RI Featuring Eleanor Jones From PLAN of MA & RI

    PLAN of MA & RI is proud to partner with Best Buddies in Massachusetts & Rhode Island. Our work together promotes inclusion and offers support for all people with intellectual and developmental disabilities (IDD). PLAN of MA & RI is thrilled to celebrate Eleanor Jones who joined our team, from the Best Buddies Jobs Program, nearly three years ago! The Best Buddies Jobs Program helps people with intellectual and developmental disabilities secure jobs which allow them to earn an income and independently support themselves. We worked with our partners at Best Buddies in Massachusetts & Rhode Island to match job qualifications with the interests of job applicants. We are so thankful that Eleanor chose PLAN of MA & RI as her new employer! “Working at PLAN has made me more confident.” “This job has meant a lot to me.” Eleanor Jones. “Eleanor comes with a positive attitude and she is professional. She wants to learn!” Joan McGrath, Chief Executive Officer, PLAN of MA & RI. The post Kara Falcone, State Director, Best Buddies MA & RI Featuring Eleanor Jones From PLAN of MA & RI appeared first on PLAN of MA and RI.

  3. 30

    Elizabeth Sandblom Chief Executive Officer of The Arc of the South Shore

    Elizabeth (Liz) Sandblom is the Chief Executive Officer of The Arc of the South Shore. With a career spanning more than three decades, Elizabeth brings extensive experience and passion to her role, where she leads the organization’s strategic direction and operations. Before joining The Arc, Elizabeth spent 30 years at the Commonwealth of Massachusetts, most recently serving as Deputy Assistant Commissioner of Operations at the Department of Developmental Services (DDS). In her tenure at DDS, she worked across various capacities, including service coordination, and gained a deep understanding of state-funded programs that benefit individuals with disabilities. Elizabeth is a strong advocate for person- and family-centered practices and is a recognized Ambassador for LifeCourse Initiatives, championing meaningful change within organizations and communities. Proficient in American Sign Language, she’s committed to ensuring that individuals with disabilities have equal opportunities to thrive in their communities and achieve their fullest potential. The post Elizabeth Sandblom Chief Executive Officer of The Arc of the South Shore appeared first on PLAN of MA and RI.

  4. 29

    Margaret Hogan, Chief Executive Officer at Boston Senior Home Care

    Margaret (Meg) Hogan currently serves as Chief Executive Officer at Boston Senior Home Care. Before joining the agency in 2017, Meg was Vice President of External Relations for Home Health Foundation, which included Home Health VNA, Merrimack Valley Hospice, and Home Care, Inc., one of the largest home care agencies in Massachusetts. In that role, Meg oversaw the development and implementation of strategic, agency-wide programs and initiatives that advanced and promoted patient care services. Before joining Home Health Foundation, Meg served as Chief Operations Officer for the National Patient Safety Foundation, Executive Director for the New England Healthcare Assembly, and Director of Education and Marketing for the Massachusetts Hospital Association. Meg has served on the MA Health Policy Commission Advisory Council and as Board President and Board Treasurer for Massachusetts Women’s Political Caucus. The post Margaret Hogan, Chief Executive Officer at Boston Senior Home Care appeared first on PLAN of MA and RI.

  5. 28

    James Day Keith-Advocate for Inclusion

    James Day Keith is a multi-sport Special Olympics athlete, actor, and passionate advocate for inclusion who starred in the movie Champions.  He promotes friendship, acceptance, and belonging for people of all abilities, shares his story with schools and organizations, and serves as an ambassador for Special Olympics Massachusetts and Best Buddies. He is recognized for his leadership, fitness, and dedication to inspiring others to reach their full potential. He also works as a swim instructor, teaching confidence and a love for fitness to the next generation.    The post James Day Keith-Advocate for Inclusion appeared first on PLAN of MA and RI.

  6. 27

    Bob Scannell, CEO of Boys & Girls Clubs of Dorchester (with Mary Kinsella Scannell and Erin Ferrara)

    Bob Scannell has been the leader of the Boys and Girls Clubs of Dorchester (BGCD) for the past 38 years.  BGCD serves over 4,000 youth each year and have over 202 programs and activities. Their mission is to always welcome and connect young people and families to opportunities that embrace diversity, nurture growth, and inspire success.  As part of the Boston Inclusion Network for Disabilities (BIND), the Boys & Girls Clubs of Dorchester believes that inclusion is more than placement, it’s being part of what everyone else is doing, being welcomed and embraced as a person – and a Club member – who belongs. On any given day, you will find children of all abilities participating in various activities at BGCD; whether it is learning to shoot a basketball, getting homework help or participating in early education. BGCD encourages parents of children with unique needs to set up a meeting and tour with their Inclusion Coordinator to discuss program opportunities for their child. The post Bob Scannell, CEO of Boys & Girls Clubs of Dorchester (with Mary Kinsella Scannell and Erin Ferrara) appeared first on PLAN of MA and RI.

  7. 26

    Maura Sullivan Chief Executive Officer of The Arc of Massachusetts

    Maura Sullivan, MPA is the new Chief Executive Officer of The Arc of Massachusetts.  In a historic moment, Maura becomes the first parent of children with intellectual and developmental disabilities (IDD) to lead The Arc since its first Director, Pearl Birnbaum Hurwitz, in 1954. Maura Sullivan has been a dynamic force within The Arc of Massachusetts for over a decade, leading Government Affairs and serving as the Director of Operation House Call, the nationally recognized training program that equips students in medical, nursing, and allied health professions across Massachusetts with the skills and understanding needed to care for individuals with IDD and autism. Maura is a well-respected advocate, whose work has led to significant legislative achievements, including the passage of Nicky’s Law, Police Training in Autism, and the continued success of Operation House Call. At the State House, Maura has been instrumental in securing increased funding for the Department of Developmental Services (DDS) budget, the direct support workforce, and MassHealth. Beyond her legislative successes, Maura actively contributes to numerous state and national advisory boards and commissions focused on transition age youth with IDD and autism. She collaborates with prestigious institutions such as Drexel University, the Institute for Exceptional Care, and Harvard Medical School. Her involvement extends to the Massachusetts Governor’s Autism Commission for Healthcare and the Massachusetts Initiative to Improve Healthcare Transitions. In addition, Maura directs the policy and advocacy of Advocates for Autism of Massachusetts. The post Maura Sullivan Chief Executive Officer of The Arc of Massachusetts appeared first on PLAN of MA and RI.

  8. 25

    Jonathan Gardner Self-Advocate & Motivational Speaker

    Jonathan Gardner is a dedicated advocate for disability rights at both the state and national levels. A homeschool graduate, cancer survivor, and individual who happens to have Autism, Jonathan serves as an Official Ambassador for Operation House Call through the Arc of Massachusetts, a Flutie Fellow for the Doug Flutie Jr. Foundation for Autism, Co-Chair of the Massachusetts Supported Decision-Making Coalition, a board member of Massachusetts Advocates for Children, and a Council Member of the Massachusetts Department of Public Health. Jonathan shares his personal journey, including overcoming early challenges, his autism diagnosis, educational struggles, and his battle with cancer. He explains supported decision-making as an alternative to guardianship and emphasizes its importance for individuals with disabilities in maintaining autonomy. His advocacy work includes passing the Massachusetts Restraints and Seclusion Law, advocating for such bills as Operation House Call, Hospital Training, Health Care Discrimination, Police Training and more. He has also spoken on Capitol Hill about the Autism Care Act and the Education Bill. Drawing on his experiences with early intervention services, specialized clinics, and homeschooling, Jonathan highlights the significance of personalized education and healthcare. His story of resilience offers valuable insights into effective advocacy, engaging with legislative bodies, and the power of personal stories in creating change. Jonathan encourages building supportive networks and engaging in community efforts to improve educational, healthcare, and legal supports for individuals with disabilities. Jonathan believes, “As Human Beings, our differences enrich each other. Our voices together can be powerful and significant. We should all strive to create a world where everyone’s voice is heard, and every life is valued.” The post Jonathan Gardner Self-Advocate & Motivational Speaker appeared first on PLAN of MA and RI.

  9. 24

    Dr. Moses Dixon President & CEO of Senior Connection

      Dr. Moses S. Dixon, PhD, is a leading practitioner in Global Health and Social Medicine with a comprehensive background in the non-profit and governmental sectors locally and nationally. He has served as the President & CEO of Senior Connection, formerly the Central Massachusetts Agency on Aging, Inc. (CMAA), since 2019. Dr. Dixon earned a doctorate in Community and Public Affairs from The State University of New York at Binghamton, a Master of Medical Sciences in Global Health Delivery from the Harvard Medical School in Boston, MA, a Master’s in Community Development and Planning from Clark University in Worcester, MA, and a Bachelor’s degree in Political Science from Howard University in Washington, DC. Dr. Dixon’s expertise in global health delivery, particularly in culturally appropriate care for black and brown older adults and caregivers, has been recognized by the Harvard Medical School. He focuses on grandparents raising their grandchildren, known as ‘Grandfamilies’. Prior to this, he served as a legislative fellow staffer to former U.S. Senate Majority Leader Harry M. Reid (Nevada) and a legislative aide on Beacon Hill to Massachusetts State Representative Mary S. Keefe from the 15th Worcester District. Massachusetts Governor Maura T. Healey appointed him to serve on the Governor’s Council on Black Empowerment for the Commonwealth of Massachusetts to advise Governor Healey and Lieutenant Governor Driscoll on issues related to the economic prosperity and well-being of Massachusetts’ Black community, including education, health care, housing, and workforce development. Governor Healey appointed him to serve on the Public Education Nominating Council. In this role, Dr. Dixon advises the governor concerning appointments to the Board of Education, the Board of Higher Education, and all board trustees of community colleges, state colleges, and the University of Massachusetts. In January 2024, Dr. Moses S. Dixon was named one of 60 Scholars who formed the ninth Presidential Leadership Scholars (PLS) class. The PLS initiative has brought together a diverse network of leaders, encouraging them to collaborate and create meaningful change in the United States and around the world while learning about leadership through the experiences of the presidential administrations of George W. Bush, William J. Clinton, George H.W. Bush, and Lyndon B. Johnson.       The post Dr. Moses Dixon President & CEO of Senior Connection appeared first on PLAN of MA and RI.

  10. 23

    Representative Sean Garballey

    Representative Sean Garballey is a champion of inclusion. PLAN of MA & RI partner, Special Olympics Massachusetts, recently awarded the Jack Brett award to Rep. Garballey for his work on behalf of people with intellectual and developmental disabilities. “Special Olympics is very very important to me. I’ve been volunteering with Special Olympics for a pretty long time; and last year I was able to get money from the state budget dedicated to supporting Special Olympics across the commonwealth of Massachusetts.” The post Representative Sean Garballey appeared first on PLAN of MA and RI.

  11. 22

    Rob Wrubel-Father and Financial Planner

    Rob Wrubel has had an amazing journey to get to where he is. He talks about following his purpose and passion on his life’s journey. He is the father of a special needs daughter. Rob uses his knowledge to help special needs families by serving as their financial advisor and by speaking to families and professional groups throughout the country. “Special needs families face financial challenges not faced by other parents, such as protecting governmental benefits by good planning and balancing savings for retirement while having funds available to pay for disability-related expenses. People often come to my office in a state of fear and anxiety. They are overwhelmed with the decisions they need to make about their financial life and future planning. I understand their concerns because I am in their shoes. I look at this as a personal and professional mission”. The post Rob Wrubel-Father and Financial Planner appeared first on PLAN of MA and RI.

  12. 21

    Senator Patrick O’Connor

    Senator O’Connor’s legislative platform aligns with the mission of PLAN, as he has been consistently working throughout his time in the State Senate to serve those with disabilities in helping to preserve assets, protect benefits, and to live well. Providing resources not just to those who are living with disabilities, but also ensuring that their family is taken care of, are aligning priorities that both PLAN and the Senator share. Since being sworn in, Senator O’Connor has been advocating for those with developmental and intellectual disabilities. In 2016, the Joyce family made him aware of the abuse their son Dana was experiencing in his group home, which ignited the legislation that would be signed into law in March 2020, “Dana’s Law.” This law establishes a registry of individuals found to have committed abuse against those with intellectual or developmental disabilities. Group homes serving these populations would now be required to check the registry during the application process, and any individual on the registry would be barred from employment. In 2019, Senator O’Connor co-hosted a panel with the MDDC to discuss the challenges and achievements regarding employment and accessibility for those living with disabilities, discussing strategies that will allow the Commonwealth to increase employment opportunities for those living with disabilities. Some recent relevant active legislation that benefits the disabled community primarily sponsored by Senator O’Connor includes An Act to increase the safety of individuals with disabilities relying on life-support equipment, An Act relative to accommodating special needs students taking the MCAS examination, An Act creating a scholarship fund to increase the number of medical providers who are knowledgeable in autism, and An Act establishing tax credit for families caring for elderly relatives and victims of Alzheimer’s and dementia. Senator O’Connor has secured money in the Massachusetts Fiscal Year 2025 budget for the ARC of the South Shore Autism Resource Center, Raising Harts (an organization dedicated to supporting families with autistic and neurodiverse children), the SAIL Program (Supported Access to Independent Living, a new initiative based out of Scituate to create housing solutions for those who have IDD and/or autism and their families). The local organizations that Senator O’Connor has provided support for are of the utmost priority to him. Aiding those throughout the district he represents, beyond into the state of Massachusetts who have disabilities, and their families is what he is proudest of and will continue to make a top legislative priority. The post Senator Patrick O’Connor appeared first on PLAN of MA and RI.

  13. 20

    Zach Smith National Football League (NFL), New York City

    Before becoming involved with Best Buddies, Zach was not very socially active and did not participate in many extracurricular activities. After joining his high school Best Buddies chapter during freshman year, that all changed. Zach made tons of friends, went to parties, and even was named the Best Buddies Buddy Director at his school. This led Zach to have the chance to catch a touchdown pass from Tom Brady at the Best Buddies Challenge: Hyannis Port event in Boston, which Zach says was one of the best moments of his life. From there, Zach went on to join his college Best Buddies chapter and to live and work in New York City. Zach is currently part of the Jobs program and is also matched in a one-to-one friendship in the Citizens program. One of the biggest challenges Zach faced in 2021 was trying to find a Job. After graduating college in May 2020, he did not have much luck getting responses or invitations to interview. That’s when the Best Buddies Jobs team came in. The New York City Jobs team supported Zach in finding employment as a GSIS Statistician at the National Football League (NFL) headquarters, which has been a perfect fit and huge growth opportunity. “My life has improved in so many aspects since securing my job at the NFL,” says Zach. “Not only have I developed amazing social relationships with my co-workers, but I’m now living on my own for the first time in my life. I’m responsible for paying my own rent, cleaning, buying groceries, and figuring out transportation around the city. Not only has my position at the NFL brought me the tasks that a job provides, but has made it so that I have more responsibilities to succeed now that I’m living on my own in the largest city in the U.S.” In this role, Zach is responsible for the support, audit, and process of all NFL and NCAA game statistics for the 2021 season. The skills he has learned have been predominantly technical, but what he loves the most is getting to watch football on Sundays with his co-workers. When describing his experience, Zach says, “Being in an NFL-related job is one thing, but when you add amazing people to work with in that environment, it doesn’t get better than that. Best Buddies has helped me improve my social communication skills, establish close friendships, attend many fun events, and find a job I love. I am very thankful for the opportunities and support Best Buddies has given me since joining.” The post Zach Smith National Football League (NFL), New York City appeared first on PLAN of MA and RI.

  14. 19

    President and CEO of Road To Responsibility, Inc. Christopher T. White, Ed.D.

      Dr. White was named President and Chief Executive Officer for Road To Responsibility, Inc. (RTR) in September 2008. He has been active in the field of human services since 1980. Under his experienced leadership, RTR has grown more than 30% between 2008 and 2015 and continues to be recognized as one of the top provider organizations in the state. Dr. White also serves on the Board of Directors for the MA Council of Human Service Providers (The Provider’s Council) and is on the Executive Board for the Association of Developmental Disabilities Providers (ADDP). As one of the original members of the President’s National Task Group on Dementia, Dr. White is regularly invited to speak at national and regional conferences. In 1982, Dr. White received his Bachelor’s degree in Psychology from Bridgewater State College (now University). He went on to Harvard University and earned his Master’s degree in Counseling and Consulting Psychology in 1984. Dr. White received his Doctorate in Leadership: Counseling Psychology in 1992 from Northeastern University and is a licensed Psychologist and Health Services Provider in Massachusetts. Dr. White served as an Adjunct Professor in the Graduate Program of Counseling and Applied Psychology at Northeastern University from September 1994 until September 2014. There, he taught a variety of clinical courses, including two courses which he developed for the department for Core Clinical Skills and Brief Therapies. The post President and CEO of Road To Responsibility, Inc. Christopher T. White, Ed.D. appeared first on PLAN of MA and RI.

  15. 18

    Disability Advocate & New England Council CEO Jim Brett

    Mr. Brett has been a lifelong champion for people with disabilities. In May 2022, President Joe Biden appointed him to serve as the Chair of the President’s Committee for People with Intellectual Disabilities (PCPID) and reappointed him as Chairman in 2023. He previously served on PCPID under Presidents George W. Bush and Barack Obama, including a term as Chairman from 2011–2013. In 2016, Congress appointed him to the National Council on Disability. He is also currently the Chair of the Governor’s Commission on Intellectual Disability, and the Chair of the Massachusetts Disabled Persons Protection Commission. In 2013, the University of Massachusetts Boston established the James T. Brett Chair in Disability and Workforce Development, the nation’s only endowed chair in disability and workforce development. In 1996, Bay Cove Human Services of Boston named a new community home for disabled adults “Brett House” in his honor.

  16. 17

    Meet Cindy Haddad

    Cynthia Haddad is a Certified Financial Planner Professional and a Chartered Special Needs Consultant. She is a founding partner and wealth advisor at Affinia Financial Group in Burlington, MA. As a financial professional and sister and advocate for her brother Ron, who has developmental disabilities, Cindy has dedicated her career to serving families like her own. She is a nationally sought-after speaker on planning for families of individuals with disabilities and co-author of the groundbreaking book, The Special Needs Planning Guide, now in its 2nd edition. The post Meet Cindy Haddad appeared first on PLAN of MA and RI.

  17. 16

    Collettey’s Cookies: Special Cookies from a Special Girl

    In this episode, we hear from Collette Divitto, the founder of the nationally recognized baking business Collettey’s Cookies, as well as her mother Rosemary Alfredo.   Collette, who was born in 1990 with Down syndrome, developed her passion for baking while taking classes in high school in her hometown of Ridgefield, Connecticut. She graduated from a three-year LIFE program at Clemson University in just two years. Despite going on many interviews, she encountered significant barriers to employment after moving to Boston. However, she never let this dissuade her and began turning her passion for baking into both a successful business and a platform from which to advocate for people with disabilities and improving their employment opportunities.   Please enjoy this fascinating and inspiring conversation between our host Jordan Rich, Collette and Rosemary. The post Collettey’s Cookies: Special Cookies from a Special Girl appeared first on PLAN of MA and RI.

  18. 15

    The Arc of Massachusetts: History and Dialogue in the Disability Advocacy Movement – with Leo Sarkissian

    In this episode, we hear from Leo Sarkissian, Executive Director of the Arc of Massachusetts, as he discusses the history and present of the organization, as well as the state of advocacy and care for people living with intellectual and physical disabilities in the Commonwealth. PLAN actually grew out of the original members and families of the Arc, with the original Trust incorporated in 1971 as a non-profit under the IRS Section 501©3 tax code. The discussion also touched on the impact of the COVID-19 pandemic, which disproportionately impacted a large portion of the people in the disabled community and their families. You can find out more about the work and mission of Leo and the Arc of Massachusetts here: https://thearcofmass.org/about/ The post The Arc of Massachusetts: History and Dialogue in the Disability Advocacy Movement – with Leo Sarkissian appeared first on PLAN of MA and RI.

  19. 14

    Northeast Arc: Individual Abilities and Community Connections – with Craig Welton

    In this episode, hear from Craig Welton, Chief Development Officer at Northeast Arc, as he discusses how Northeast Arc fulfills their tagline: “Changing lives. Discovering abilities.” The supports offered by Northeast Arc, from independent living skills to job programs, seek to meet each individual’s needs and goals. Listen as he highlights how connections within the community and a partnership with PLAN support their work. To find out more: https://ne-arc.org/. The post Northeast Arc: Individual Abilities and Community Connections – with Craig Welton appeared first on PLAN of MA and RI.

  20. 13

    Elder Law in Rhode Island – with Attorney Elizabeth Phillips

    In this episode, hear from Elder Law Attorney, Elizabeth Phillips, as she discusses herself and her Rhode Island-based practice, Hackman & Phillips Elder Law Rhode Island LLC. Listen as she highlights Elder Law, Special Needs Trusts, her relationship with PLAN of MA & RI, and more. Learn more here: https://www.elderlawrillc.com/ The post Elder Law in Rhode Island – with Attorney Elizabeth Phillips appeared first on PLAN of MA and RI.

  21. 12

    Becoming Best Buddies – with Anthony Kennedy Shriver

    In this episode, hear from special guest Anthony Kennedy Shriver, Founder and Chairman of Best Buddies International, a nonprofit 501(c)(3) organization that strives to end the social, physical, and economic isolation of the millions of people around the world with intellectual and developmental disabilities (IDD). Listen as he discusses his personal journey that led to the founding of this wonderful organization! https://www.bestbuddies.org/ Read the transcript for this episode.  The post Becoming Best Buddies – with Anthony Kennedy Shriver appeared first on PLAN of MA and RI.

  22. 11

    Finding Possibility, Opportunity, and Hope at Cardinal Cushing Centers

    In this episode, hear from Michelle Markowitz, President and CEO of Cardinal Cushing Centers, as she discusses how the organization’s variety of programs embodies its vision of being a caring intergenerational community where individuals with intellectual and developmental disabilities live full and meaningful lives at home, at work, at school, and at play. Find out more here: https://cushingcenters.org/ Read the transcript of this episode.  The post Finding Possibility, Opportunity, and Hope at Cardinal Cushing Centers appeared first on PLAN of MA and RI.

  23. 10

    Empowering Individuals and Building Community at Asperger/Autism Network (AANE) – with Brenda Dater

    In this episode, hear from Brenda Dater, Executive Director at Asperger/Autism Network (also known as AANE). Listen as she discusses how this nonprofit organization helps people with Asperger’s or similar autism spectrum and neurodiverse profiles to build meaningful, connected lives through their variety of inclusive programs. She also touches on the importance of the relationship with their partner, PLAN of MA & RI. Read the transcript of this episode.  The post Empowering Individuals and Building Community at Asperger/Autism Network (AANE) – with Brenda Dater appeared first on PLAN of MA and RI.

  24. 9

    Building a Better Relationship with Money – with Tom Alessi and Craig Richardson of the ARIES Foundation

    In this episode, hear from Tom Alessi and Craig Richardson, founders of the ARIES Foundation for Financial Education. Hear how this nonprofit organization helps to educate people on how to have a better relationship with their money. They also highlight their relationship with PLAN of MA & RI along with their insights on ways to fund a special needs trust. Read the transcript of this episode. The post Building a Better Relationship with Money – with Tom Alessi and Craig Richardson of the ARIES Foundation appeared first on PLAN of MA and RI.

  25. 8

    Overcoming Obstacles at the Carroll Center for the Blind– with Greg Donnelly

    In this episode, hear from Greg Donnelly, President and CEO of the Carroll Center for the Blind, as he discusses how the organization achieves its mission of empowering those who are blind and visually impaired to achieve independence and lead a fulfilling life. He also highlights how their mission and goals align with those of their community partner, PLAN of MA & RI. Read the transcript of this episode. The post Overcoming Obstacles at the Carroll Center for the Blind– with Greg Donnelly appeared first on PLAN of MA and RI.

  26. 7

    Special Olympics Massachusetts: The Power of Inclusive Sports

    In this episode, hear from Mary Beth McMahon, President and CEO of Special Olympics Massachusetts, as she highlights just how special this organization is. Special Olympics Massachusetts strives to spread inclusion through year-round sports training and competition while changing the way the world views individuals with intellectual disabilities. She also highlights the importance of their partnership with PLAN of MA & RI. 

  27. 6

    Inclusion Lives at Best Buddies of MA & RI – with Patrick Shaughnessy

    In this episode, hear from Patrick Shaughnessy, State Director of Best Buddies of MA & RI, as he discusses the mission of this 501(c)3 organization: to establish a global volunteer movement that creates opportunities for friendship, jobs, leadership development, and inclusive living for individuals with intellectual and developmental disabilities (IDD). He also highlights the importance of the relationship with their Inclusion Partner, PLAN of MA & RI. Read the transcript of this episode. The post Inclusion Lives at Best Buddies of MA & RI – with Patrick Shaughnessy appeared first on PLAN of MA and RI.

  28. 5

    Northeast Arc’s Innovative Approach to Disability Services — with Jo Ann Simons

    In this episode, hear from Jo Ann Simons, President and CEO of Northeast Arc, as she discusses the organization and how it reflects its mission of helping individuals with disabilities to achieve their most independent lives. Tune in as she highlights how the organization is benefiting their community, the major milestones it has accomplished, the significance of establishing the partnership with PLAN of MA & RI, and much more. Be sure to check out their innovative store, parcels, that sells products made by, or sold through companies owned by, individuals with disabilities and staffed by individuals served by the Northeast Arc. https://ne-arc.org/parcels/ Read the transcript of this episode.  The post Northeast Arc’s Innovative Approach to Disability Services — with Jo Ann Simons appeared first on PLAN of MA and RI.

  29. 4

    Establishing a Special Needs Trust – with Michelle LaPointe

    In this episode, hear from Elder-Law Attorney, Michelle Lapointe, as she discusses special needs trusts and her relationship with PLAN. She highlights how to set up a special needs trust, […] The post Establishing a Special Needs Trust – with Michelle LaPointe appeared first on PLAN of MA and RI.

  30. 3

    The Importance of Service Coordinators – with Kathy Vitello

    In this episode, hear from Kathy Vitello, the Director of Operations at PLAN of MA & RI and Licensed Social Worker. Tune in as she discusses the importance of the […] The post The Importance of Service Coordinators – with Kathy Vitello appeared first on PLAN of MA and RI.

  31. 2

    Who is PLAN of MA & RI? – with Joan McGrath

    In this episode, hear from Joan McGrath, the Executive Director at PLAN of MA & RI. Listen as she discusses PLAN and its history, what PLAN does as a Professional […] The post Who is PLAN of MA & RI? – with Joan McGrath appeared first on PLAN of MA and RI.

  32. 1

    The PLAN for Special Needs Trusts -Trailer

    This informative podcast will delve into the world of Special Needs Trusts from the eye of a nonprofit 501©(3) Professional Trustee, the Planned Lifetime Assistance Network of MA & RI. It will discuss what special needs trusts are, the different types of trusts, how to set a trust up with PLAN, and many other related topics. To learn more go to planofma-ri.org. Read the transcript of this episode.   The post The PLAN for Special Needs Trusts -Trailer appeared first on PLAN of MA and RI.

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ABOUT THIS SHOW

This informative podcast will delve into the world of Special Needs Trusts from the eye of a nonprofit 501©(3) Professional Trustee, the Planned Lifetime Assistance Network of MA & RI.

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PLAN MA-RI

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This informative podcast will delve into the world of Special Needs Trusts from the eye of a nonprofit 501©(3) Professional Trustee, the Planned Lifetime Assistance Network of MA & RI.

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