Trust Management
Thank you for your interest in PLAN of Maryland-D.C., Inc., and our PLAN Life Trust. PLAN was founded in 1985 by family members who had loved ones with severe mental illnesses. The founders recognized the need for help in caring for their loved ones, especially when the time came that they could no longer provide that care themselves. PLAN has evolved to offer family directed financial, case management, and trust services which supplement, and eventually replace the care given by families. The PLAN Life Trust allows families to leave money for the support of their loved one with a disability without causing their loved one to lose eligibility for publicly funded services.
The information in this section of the website is designed to answer typical questions about the PLAN Life Trust. I suggest that you start by reading “Frequently Asked Questions Regarding the PLAN Life Trust.” After that you may want to look at the “PLAN Life Trust Program - Fee Schedule”, “Steps for Setting-up a Special Needs Trust” and the "Trust Application".
If you have any questions about the services of PLAN of Maryland-D.C., Inc., the PLAN Life Trust, and about how PLAN could be of assistance to you and your family please call Denise Fike at 301-740-8444 Ext. 222.
The information in this section of the website is designed to answer typical questions about the PLAN Life Trust. I suggest that you start by reading “Frequently Asked Questions Regarding the PLAN Life Trust.” After that you may want to look at the “PLAN Life Trust Program - Fee Schedule”, “Steps for Setting-up a Special Needs Trust” and the "Trust Application".
If you have any questions about the services of PLAN of Maryland-D.C., Inc., the PLAN Life Trust, and about how PLAN could be of assistance to you and your family please call Denise Fike at 301-740-8444 Ext. 222.