Estate & Future Planning

Description: Programs that offer a review of options and assistance to people who want to provide for the administration and/or protection of their assets during their lifetime. (AIRS Estate Planning Assistance FT-2700)

If you know of a Service that should be listed but isn't, please Suggest a New Provider. If you find errors in a listing, please let us know by using the "Suggest an Edit" form on the provider's detail page.
Note: Service listings do not represent a recommendation or endorsement by the Medical Home Portal staff or its sponsoring organizations; nor do they reflect any assessment of the quality or value of a listed Service.

Kansas City, MO

Organization Name: Ascensus ABLE Consortium Trust
Address: P O Box 219603
Kansas City, MO 64121-9781
Toll Free Phone: 888-609-8915
Eligibility: Disability was present before age 26 meet criteria to be eligible for SSI or SSDI or obtained a disability certification, including a physician’s diagnosis, that the individual meets certain severity of disability criteria.
Services Provided: With RI's ABLE, you can save for qualified disability expenses without losing your eligibility for certain assistance programs, like SSI and Medicaid. The earnings on your investments are federally tax-deferred and tax-free, if used for qualified disability expenses.
Provider Profiles: The Member Plan is sponsored by the state of Rhode Island and administered by the Executive Office of Health and Human Services (EOHHS) and the State Investment Commission. The Member Plan is one of the qualified ABLE plans issued by the Ascensus ABLE Consortium Trust. Ascensus College Savings Recordkeeping Services, LLC, the Program Manager, and its affiliates have overall responsibility for the day-to-day operations, including investment advisory, recordkeeping and administrative services. The Member Plan offers a series of investment options within the Ascensus ABLE Consortium Trust. The Member Plan is intended to operate as a qualified ABLE plan to be used only to save for Qualified Disability Expenses, pursuant to the Section 529A of the U.S. Internal Revenue Code, as amended.
Original Source: Rhode Island Dept of Health, Office of Special Needs
Last Updated: 6/28/2018