ripooledtrust.org

RI Pooled Trust

Helping individuals with disabilities safeguard their financial future. The Rhode Island Pooled Trust. The benefit of the RI Pooled Trust is to provide a vehicle for individuals and their families to set aside money without jeopardizing eligibility for Medicaid or Social Security benefits. The RI Pooled Trust is designed in such a way that individuals can open an account with the trust without incurring expensive legal fees, and a minimum deposit of only $1000. Correira and Correira LLP. Warwick, RI 02888.

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Community Provider Network of Rhode Island

110 Je●●●●●●n Blvd

Wa●●ck , RI, 02888

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Community Provider Network of Rhode Island

110 Je●●●●●●n Blvd

Wa●●ck , RI, 02888

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dm●●●●●@cpnri.org

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Community Provider Network of Rhode Island

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Wa●●ck , RI, 02888

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dm●●●●●@cpnri.org

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RI Pooled Trust | ripooledtrust.org Reviews

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Helping individuals with disabilities safeguard their financial future. The Rhode Island Pooled Trust. The benefit of the RI Pooled Trust is to provide a vehicle for individuals and their families to set aside money without jeopardizing eligibility for Medicaid or Social Security benefits. The RI Pooled Trust is designed in such a way that individuals can open an account with the trust without incurring expensive legal fees, and a minimum deposit of only $1000. Correira and Correira LLP. Warwick, RI 02888.

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RI Pooled Trust | ripooledtrust.org Reviews

https://ripooledtrust.org

Helping individuals with disabilities safeguard their financial future. The Rhode Island Pooled Trust. The benefit of the RI Pooled Trust is to provide a vehicle for individuals and their families to set aside money without jeopardizing eligibility for Medicaid or Social Security benefits. The RI Pooled Trust is designed in such a way that individuals can open an account with the trust without incurring expensive legal fees, and a minimum deposit of only $1000. Correira and Correira LLP. Warwick, RI 02888.

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ripooledtrust.org

1

Fee Schedule - RI Pooled Trust

http://www.ripooledtrust.org/fee-schedule.html

Rhode Island Pooled Trust Fee Schedule Chart. One Time Administrative Start Up Fee. 200 or 1% of initial contribution up to $1000 cap. Non-Cash Items (insurance policy, property, etc.). Appraisal on items with expected value greater than $5000. Individual Returns - Hourly Rate. Trust Return - Pro rata fee to cover expense. 50 - Process final distribution and tax preparation. Correira and Correira LLP. The Rhode Island Pooled Trust. 110 Jefferson Blvd. Ste. A. Warwick, RI 02888.

2

Medicaid - RI Pooled Trust

http://www.ripooledtrust.org/medicaid.html

RI Pooled Trust - Medicaid. Medicaid recipients sometimes receive back settlements for time in which they were eligible but not receiving benefits. These settlements are frequently in excess of $2000 - the cap on assets allowed by Medicaid. As a result, the individual will likely lose the Medicaid benefits due to the excess assets! The RI Pooled Trust is a secure place to set aside settlements to avoid the risk of losing Medicaid benefits while maintaining access to funds for an array of needs.

3

News - RI Pooled Trust

http://www.ripooledtrust.org/news.html

RI Pooled Trust - News. IRAs Left to Special Needs Trusts:. IRS Private Letter Ruling Allows Disabled Beneficiary to Re-designate an IRA to a Special Needs Trust, Tax Free. Planning for Special Needs Individuals:. AN OVERVIEW OF The Supplemental Needs Trust. Correira and Correira LLP. The Rhode Island Pooled Trust. 110 Jefferson Blvd. Ste. A. Warwick, RI 02888.

4

Tools - RI Pooled Trust

http://www.ripooledtrust.org/tools.html

RI Pooled Trust - Tools. Self Settled Joiner Agreement. Third Party Joiner Agreement. Correira and Correira LLP. The Rhode Island Pooled Trust. 110 Jefferson Blvd. Ste. A. Warwick, RI 02888.

5

About - RI Pooled Trust

http://www.ripooledtrust.org/about.html

About RI Pooled Trust. The RI Pooled Trust was created by the Community Provider Network of Rhode Island in partnership with Correira and Correira LLP and Legacy Financial Group. Together we have created the first trust of this nature in Rhode Island which will enable individuals and their families to plan for the financial security of their loved one with a disability. Correira and Correira LLP. The Rhode Island Pooled Trust. 110 Jefferson Blvd. Ste. A. Warwick, RI 02888.

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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...

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ripooledtrust.com

RI Pooled Trust

Helping individuals with disabilities safeguard their financial future. The Rhode Island Pooled Trust. The benefit of the RI Pooled Trust is to provide a vehicle for individuals and their families to set aside money without jeopardizing eligibility for Medicaid or Social Security benefits. The RI Pooled Trust is designed in such a way that individuals can open an account with the trust without incurring expensive legal fees, and a minimum deposit of only $1000. Correira and Correira LLP. Warwick, RI 02888.

ripooledtrust.org

RI Pooled Trust

Helping individuals with disabilities safeguard their financial future. The Rhode Island Pooled Trust. The benefit of the RI Pooled Trust is to provide a vehicle for individuals and their families to set aside money without jeopardizing eligibility for Medicaid or Social Security benefits. The RI Pooled Trust is designed in such a way that individuals can open an account with the trust without incurring expensive legal fees, and a minimum deposit of only $1000. Correira and Correira LLP. Warwick, RI 02888.

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