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Joan McGrath

PLAN of Massachusetts and Rhode Island, Inc.

Joan McGrath

PLAN of Massachusetts and Rhode Island, Inc.

Joan McGrath

PLAN of Massachusetts and Rhode Island, Inc.

Profession LogoTRUST ADMINISTRATOR

Joan has more than 25 years of experience in professional accounting and finance, and has been with PLAN since 2008. Prior to assuming the role of Executive Director, Joan’s responsibilities included PLAN’s operations, trust administration and finance. She has been an auditor with a “big four” public accounting firm, where she focused on high growth, emerging business clients. She also led her own private consulting practice, where she worked with nonprofits, service organizations, and venture capital startups. Joan earned her Bachelor’s degree in Accounting from Boston University's Questrom School of Business.

Firm Description

PLAN of MA and RI serves individuals es of all ages with special needs throughout Massachusetts and Rhode Island. We offer trusts that can be funded by individuals for themselves, called first party trusts, and trusts that can be funded by others for an individual with special needs, called third-party trusts. 

As a 501(c)(3) not for profit organization we are able to provide pooled special needs trusts that offer relief from high bank and trust company account minimums along with coordination of services by licensed social workers.

Hours

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Cost

What Is a Special Needs Planner?

Main Office

50 Cabot Street
Suite 206
Needham, MA 02494

1 Richmond Square
Providence, RI 02906

On the web

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Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts