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PLANOFMA-RI.ORG

PLAN of Massachusetts and Rhode Island

PLAN, the Planned Lifetime Assistance Network of Massachusetts and Rhode Island, serves people with disabilities, helping to preserve assets, to protect access to public benefits, and to live well. PLAN provides personalized guidance on financial expenditures, including access to special needs trusts and pooled trusts.

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PLAN of Massachusetts and Rhode Island | planofma-ri.org Reviews
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PLAN, the Planned Lifetime Assistance Network of Massachusetts and Rhode Island, serves people with disabilities, helping to preserve assets, to protect access to public benefits, and to live well. PLAN provides personalized guidance on financial expenditures, including access to special needs trusts and pooled trusts.
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1 who we are
2 our staff
3 our investment provider
4 our legal counsel
5 our board
6 what we do
7 knowledgeable trustee
8 frequently asked questions
9 community fund
10 testimonials
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PLAN of Massachusetts and Rhode Island | planofma-ri.org Reviews

https://planofma-ri.org

PLAN, the Planned Lifetime Assistance Network of Massachusetts and Rhode Island, serves people with disabilities, helping to preserve assets, to protect access to public benefits, and to live well. PLAN provides personalized guidance on financial expenditures, including access to special needs trusts and pooled trusts.

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planofma-ri.org planofma-ri.org
1

Forms

https://www.planofma-ri.org/forms

PLAN of Massachusetts and Rhode Island. You are here: Home. MARC Application Form.pdf. MARC Info Packet.pdf. MARC Fee Schedule.pdf. Disbursement Guidelines First Party.pdf. Notice to Applicants Age 65 .pdf. RI Joinder Agreement.pdf. Third Party Trust Info Packet.pdf. Third Party Trust Fee Schedule.pdf. Life Care Plan.pdf. Disbursement Guidelines Third Party.pdf. Disbursement Request Form.pdf. Statement of Service Form.pdf.

2

Our Services

https://www.planofma-ri.org/services

PLAN of Massachusetts and Rhode Island. You are here: Home. Planned Lifetime Assistance Network of Massachusetts and Rhode Island (PLAN of MA and RI) is a non-profit organization based in Newton Centre, Massachusetts that provides planning and trust management services to disabled individuals throughout Massachusetts and Rhode Island through the administration of two special needs pooled trusts. It is PLAN’s mission to provide quality services through sound and thoughtful trust management as well as comp...

3

For Attorneys

https://www.planofma-ri.org/attorneys

PLAN of Massachusetts and Rhode Island. You are here: Home. The information contained below is general in nature and is not intended to be legal advice with regard to any specific situation. Anyone who is interested in establishing a special needs pooled trust should seek the advice of an attorney. PLAN of Massachusetts and Rhode Island (PLAN of MA and RI) is a Massachusetts 501(c)(3) non-profit corporation that operates two special needs pooled trusts to benefit people with disabilities. The PLAN of Mas...

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LINKS TO THIS WEBSITE

tarzwelllaw.com tarzwelllaw.com

Special Needs Planning Attorney | Wakefield, RI

http://tarzwelllaw.com/practice-areas/special-needs-planning

490 Woodruff Avenue, Wakefield, RI Tel. (401) 783-0819 Fax (401) 783-0828. Amanda E. Tarzwell. Gayle F. Tarzwell. Amanda E. Tarzwell. Gayle F. Tarzwell. Antonio L. Trubiano. Tax Planning for High Net Worth Clients. Probate and Estate Administration. Allison currently lives in the community with the assistance of her self-directed staff, friends and family. She is an accomplished Special Olympian powerlifter, having competed and medaled in the 2010 USA National Games held in Lincoln, Nebraska. RI Departme...

nationalplanalliance.org nationalplanalliance.org

NPA - State PLAN Programs

http://www.nationalplanalliance.org/newnpa/programs.html

B OARD OF DIRECTORS. START A PLAN PROGRAM. 5025 E Washington St., Ste. 112. Phoenix, Arizona 85034. Email: liz.kosloff@planofaz.org. PO Box 17602 17. Tustin, California 92780. Colorado Fund for People with Disabilities. 1 355 S. Colorado, Suite 120. Denver, Colorado 80222. Website: www.cfpdtrust.org. The Special Needs Trust Network. 3773 Cherry Creek North Drive, Suite 575. Denver, Colorado 80209. Website : www.sntnetwork.org. Hartford, Connecticut 06137-0312. Website: www.planofct.org. PLAN of New Jersey.

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PLAN of Massachusetts and Rhode Island

Preserve assets, protect benefits, live well. Mission & History. Special Needs Pooled Trusts. Personalized Support to Beneficiaries. Forms, Notices & Fees. Other Helpful Organizations and Agencies. Attorneys helping elder and special needs clients. Planning for an Elder. Planning for an Adult or Minor With a Disability. ALL PEOPLE WITH DISABILITIES LIFELONG OR RELATED TO ILLNESS, INJURY, OR AGE - SHOULD HAVE THE MEANS TO LIVE HEALTHY AND WELL. Bobby, Age 14, Down Syndrome. Mary, Age 32, Bipolar Disorder.

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Plan Of Mann - "Engaged in Conservation of Budgets"  

ENGAGED IN CONSERVATION OF BUDGETS. Appointments by Referral only. Fuel Fix S-3 Oil Enhancement. THERMONOMICS Fuel Flow Management. Fuel Flow Management System. Engaged in Conservation of Budgets. Hello, my name is Oran. I am a Local Distributor for BHF Group LLC. I am also the Lighting Auditor and a Licensed Installer for THERMONOMICS. Appointments by Referral only. We look forward to hearing from you. Why retrofit to L.E.D. Lighting systems? Lighting accounts for 20%. Of total commercial energy expenses.

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PLAN of Maryland-D.C., Inc. Planned Lifetime Assistance Network - Home

Case Management and Other Services. PLAN of Maryland-D.C., Inc. Planned Lifetime Assistance Network. 604 South Frederick Avenue, Suite 411. Gaithersburg, MD 20877. Providing clinical case management, financial management, and special needs trust management for individuals with disabilities and their families. 65279; Support is Always Needed. Plan if a proud member of the United Way of the national capital area #9491. Plan if a proud member of the Combined Federal Campaign #87407. Plan Of Maryland DC.

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PLAN of North Texas. An affiliate of Jewish Family Service of Greater Dallas. A BIT OF HISTORY. Offering over 70 events, classes and activities a month is no easy task! We could really use your help! Help teach a class! Do you have a skill that you can share? Come join us for trips to parks, museums and other events. Drivers are needed! Share with other volunteers in folding letters and stuffing envelopes for mailers. Or help us with some much needed donations! In 1990, two concerned parents of adult chi...