Affiliate Organizations

Ray Graham Association

Ray Graham Association for People with Disabilities is an innovative, person-driven organization that supports and works with people with disabilities, their families and the community to improve their quality of life.

Banker’s Trust Company

The Banker's Trust Advantage – We Understand Institutional Custody Services
• Banker's Trust institutional custody service practice offers a locally focused decision-making model,
and employs a proven team approach comprised of seasoned officer leadership supported by expert administration and operations staff.
- account administration
- required reporting services
- asset safekeeping
- income collection
- reinvestment
- transaction execution

Banker’s Trust Company
BTC Fact Sheet, BTC History, Custody services.

Fourth Street Performance Partners

Fourth Street Performance Partners (“Fourth Street”) serves as the investment consultant to Life’s Plan, Inc.  Fourth Street is an SEC registered, independent investment consulting firm serving institutional investors.  Fourth Street has advised many not-for-profit clients for the past 30 years and consults to over $5 billion in investable assets.  Fourth Street has full access to the resources of Callan Associates, the largest private consulting firm in the U.S.   Fourth Street provides Life’s Plan the investment allocation, selects investment managers and monitors investment performance.

Law Offices of Wilson & Wilson

Bill Wilson is Legal Counsel for Life’sPlan, Inc. He has practiced over 25 years, concentrating in the areas of Elder Law, Estate and Medicaid Planning, Estate Planning for Families with Persons with Disabilities,
Probate and advising not-for-profit corporations. He is a member of the National Academy of Elder Law Attorneys and of the Chicago Bar Association Committees on Trust Law, Asset Protection and Elder Law.
He is the past president of Helping Hand Center, an agency for individuals with developmental disabilities and also a charter member of the Academy of Special Needs Planners. Bill is a member of the Board of Trustees of Aging Care Connections in LaGrange, Illinois.