PLAN NJ Client Stories Background

Peter A. Phillips, CPA,
Immediate Past President

“I’m honored to have been president of PLAN|NJ. It may be the best run of all the nonprofits I’ve seen. As the father of two adults with disabilities, I understand the complexities of supporting their health and well-being as they grow older. Our clients are doing well in part because our Special Needs Trust clients’ portfolios are doing well. Our investment strategy is conservative; our loved ones need their Special Needs Trusts to last a lifetime. As the organization does well, we can help more people with disabilities.“

  • Bachelor of Science in Accounting, St. Peter’s College
  • Certified Public Accountant in New Jersey, Retired
  • Former executive with Ernst & Ernst (now Ernst and Young), and CR Bard, Inc., Hospital Division; founder, Byram Healthcare Centers, Inc.
  • Member, Board of Directors, Allies, Inc. and Midland Services; Member and Past Chairman, Regional Family Support Planning Council #3
Home 9 ABOUT 9 BOARD OF DIRECTORS 9 Peter A. Phillips, CPA

our story

"A Talk With Families"

The stories of three families with loved ones who have disabilities and who use PLAN|NJ's trust administration and care coordination services are told through interviews conducted in their homes by Executive Director Ellen Nalven.


Planned Lifetime Assistance Network of New Jersey PLAN|NJ
PO Box 547
Somerville, NJ 08876-0547
908-575-8300 (Phone)
908-927-9010 (Fax)


Alliance for the Betterment of Citizens with Disabilities
Association of People Supporting Employment First
Alliance for Pooled Trusts
National Alliance on Mental Illness
National Guardianship Association
National PLAN Alliance
Supportive Housing Association of New Jersey


We work hard to provide relevant and current information. If you feel something is missing or needs to be corrected, please contact us via our contact form HERE.

PLAN|NJ = Lifetime Advocacy for People with Disabilities



PLAN|NJ’s mission is to help family members of people with disabilities answer the question:

“Who will care for my loved one when I'm gone?”

We coordinate the supports needed by individuals with intellectual, developmental and physical disabilities, and challenges with mental health, including people with autism, cerebral palsy, traumatic brain injury, severe mental illness and more.

Spanish Translation

Si usted habla español y quisiera mas información sobre nuestros servicios o si desea una consulta con PLAN\NJ, por favor comuníquese con
Nancy Dilliplane, Director of Trust Services, para asistencia bilingüe:  908-575-8300, extensión 15