Special Needs Trust Webinar

Event Description

Join the Carroll Center for the Blind’s Exclusive Trust Partner, PLAN of MA & RI, for an informational webinar to learn about what Special Needs Trusts are and how they can help you and your loved ones plan for your future.

A Special Needs Trust allows money to be set aside for a person with a disability. The trust is intended to help preserve funds for the sole benefit of this person, enhance their quality of life, and protect their eligibility for public benefits such as Medicaid and Supplemental Security Income.

What You’ll Learn

  • Information about the different types of Special Needs Trust
  • Why a Special Needs Trust is beneficial to you
  • How to protect your assets without affecting your Social Security Disability Benefits
  • Unique features of PLAN as a Professional Trustee

Who Should Attend

  • Individuals who qualify for Social Security Disability Benefits
  • Parents, family members, and other caregivers of a person with a disability
  • Professionals
  • Individuals who think they could benefit from a Special Needs Trust


Kathy Vitello, LSW, Director of Operations

Kathy is a Licensed Social Worker with more than 35 years of experience working with seniors, people who are physically challenged, and chronically ill. She has broad experience and insight—drawn from her work in hospitals, in skilled nursing, rehabilitation, and psychiatric facilities, and in-home care and hospice settings. Kathy holds a degree in Mental Health from Northern Essex Community College; has a BA in Applied Mental Health from University of Massachusetts, Amherst; and earned certificates in Suicide Prevention in Older Adults and Mental Health and Aging from the Institute for Geriatric Social Work at Boston University. Kathy has also participated in a week-long training in Thanatology and is a member of the NPA Conference Planning Committee.

Event Details

When: Wednesday, January 18th, 2023

From: 6:30 P.M. ET

Where: Online