Join us as Bruce Lewitt shares with us about Special Needs Trusts that combine expert financial resources with compassion.
Proxy Parent Foundation is a dba of Planned Lifetime Assistance Network (PLAN) of California, a 501(c)(3) nonprofit California corporation. Their PLAN of California Master Pooled Trust safeguards public benefits for individuals with disabilities and also provides family-like personal support services for beneficiaries with mental illness and other brain disorders. Join us for a candid conversation on:
Safeguarding a loved one's access to public benefits through a PLAN of California Special Needs Trusts (SNT)
Personal Support Specialists' customized services
Setting up a Special Needs Trust
