Boston Chapter

The Society is a network of select credentialed members working in diverse financial disciplines – bound together to pursue knowledge, uphold the highest ethical standards and form meaningful relationships for the benefit of our clients. 

January"Meet the Expert" - Everything You Wanted to Know About Special Needs Trusts, But Didn’t Think to Ask!

  • Thursday, January 14, 2021
  • 1:00 PM - 2:00 PM
  • FSP ZOOM - after you complete your registration you will receive a confirmation email with a link to securely register on our ZOOM platform
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  • A guest must be registered by the member who is sponsoring this guest to attend.

FSP is excited to announce to Members...

Our topic will be: Everything You Wanted to Know About Special Needs Trusts, But Didn’t Think to Ask!

This is a one-of-a-kind presentation from professional trustees with 20 years combined experience managing Special Needs Trusts, with a particular expertise in Special Needs Pooled Trusts. Join Joan McGrath, Executive Director, and Kathy Vitello, Director of Operations, with Planned Lifetime Assistance Network of Massachusetts and Rhode Island, for a comprehensive look at how Special Needs Trusts (SNTs) can benefit people of all ages, regardless of their type of disability. Combined with support services, SNTs can play an important role in a beneficiary’s quality of life. Incorporated in 1971, PLAN of MA & RI, can help you assist your clients by being well-informed about every option available to protect public benefits, preserve assets and live well.

Our Moderators will be: 

Joan McGrath, Executive Director: Joan has more than 25 years of experience in professional accounting and finance, and has been with PLAN since 2009. Prior to assuming the role of executive director, Joan’sresponsibilities 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.

Kathy Vitello, LSW, Director of Operations: Kathy is a Licensed Social Worker with more than 35 years of experience working with the 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.

Preserve Assets, Protect Benefits, Live Well…We are Planned Lifetime Assistance Network (PLAN) of Massachusetts and Rhode Island, Inc.  Our mission is to provide quality trustee/fiduciary services to individuals and their families through sound and thoughtful trust administration and compassionate, caring social service support serving individuals with mental health, developmental, and physical disabilities of all ages in MA and RI communities.  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 protect benefits and offer service coordination by licensed social workers.

Get In, have a great round table discussion, get back on your way! 

Come join the conversation! Once capacity is reached, additional sign-ups will be added to a wait-list and be filled upon receipt of cancellations. Non Members may attend at a $25 fee.

This event will be held jointly with the Norfolk & Plymouth Estate and Business Planning Council.

Boston Chapter of the Society of Financial Service Professionals

Phone: 617.285.2845  Email:

Boston FSP is a 501(c)6 non-profit organization.

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