Board of Directors
James Hohman
Certified Financial Planner, Fitchburg, MA
Member Montachusett Area Rotary Club and North Central Chamber of Commerce; Board of Directors Salvation Army; Montachusett Regional YMCA; Fitchburg Redevelopment Authority.
Kristen Patria
Attorney, Fitchburg, MA
Admitted, Massachusetts and New York Bars; Family member of a person with a disability.
Cheryl Clouthier
Social Worker, Fitchburg, MA
Family member of a person with a disability.
Steven Kalloch
Trust Officer (retired), W. Boylston, MA
Deborah Lapointe
Treasurer, Leominster, MA
Deborah is the parent of a young adult with special needs. Former VP for Enterprise Bank and currently the Director of Volunteers and Giving at Health Alliance in Leominster.
How Do I Get Started?
Thinking about doing a special needs trust is the first step. Once you have decided to protect the assets of your loved one, you should contact an attorney that specializes in disability law, estate or trust planning. The rules can be complicated; therefore it is essential to seek out the services of a specialist. We welcome you to contact us for more information.