Estate & Future Planning

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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)

P O Box 219603
Kansas City, MO 64121-9781
Service Categories:
Organization Name: Ascensus ABLE Consortium Trust
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Address:
P O Box 219603
Kansas City, MO 64121-9781
Toll Free Phone: 888-609-8915
Email: ri.clientservice@savewithable.com
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.

Source: Rhode Island Dept of Health, Office of Special Needs
Last Updated: 3/18/2021
301 Promenade Street
Providence, RI 02908
Phone: 401-331-5700
Service Categories:
Organization Name: Cameron & Mittleman , LLP
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Address:
301 Promenade Street
Providence, RI 02908
Phone: 401-331-5700
Service Categories:
Email: nchudacoff@cm-law.com
Services Provided:

Trusts and Estates
Special Needs Trusts
Probate

Provider Profiles:

She has extensive experience in the areas of estate planning, probate, estate and trust administration, and guardianships, with a particular emphasis on estate planning for persons with special-needs, special-needs trusts, and Medicaid and Social Security matters regarding special-needs trusts.

Professional Associations 

  • Rhode Island Bar Association
  • Massachusetts Bar Association 
Source: Rhode Island Dept of Health, Office of Special Needs
Last Updated: 5/6/2021
490 Woodruff Avenue
Wakefield, RI 02879
Phone: 401-783-0819
Service Categories:
Organization Name: The Law Office of Gayle F. Tarzwell
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Address:
490 Woodruff Avenue
Wakefield, RI 02879
Phone: 401-783-0819
Fax: 401-783-0828
Services Provided:

Practice Areas:

Please contact us to set-up an appointment to discuss your legal needs.

Provider Profiles:

We are a small family-run law firm located in South County, Rhode Island dedicated to helping you and your loved ones with a broad range of legal services. We strive to understand your goals and guide you through difficult matters. The attorneys in our practice work as a coordinated team to give our clients a broad breadth of legal knowledge and experience.

    Source: Rhode Island Dept of Health, Office of Special Needs
    Last Updated: 5/6/2021
    4 Richmond Square
    Suite 150
    Providence, RI 02906
    Phone: 401-272-6300
    Service Categories:
    Organization Name: Moonan, Stratton & Waldman, LLP
    (Show others in Organization)
    Address:
    4 Richmond Square
    Suite 150
    Providence, RI 02906
    Phone: 401-272-6300
    Service Categories:
    Email: mail@mswri.com
    Provider Profiles:

    Moonan, Stratton & Waldman, LLP assists clients with special needs and their families. We establish comprehensive plans for disabled individuals to ensure that they receive the care they need throughout their lifetime without jeopardizing eligibility for SSI and other needs-based government benefits. 

    Source: Rhode Island Dept of Health, Office of Special Needs
    Last Updated: 5/6/2021
    7739 E. Broadway Blvd. Unit 362
    Tucson, AZ 85710
    Service Categories:
    Address:
    7739 E. Broadway Blvd. Unit 362
    Tucson, AZ 85710
    Toll Free Phone: 877-572-8472
    Services Provided: The Special Needs Alliance is a national organization comprised of attorneys committed to helping individuals with disabilities, their families and the professionals who serve them. Many of our members have loved ones with special needs; all of them work regularly with public benefits, guardianships / conservatorships, planning for disabilities and special education issues. They collaborate with advocates throughout the special needs community to improve quality of life for individuals with disabilities.
    SNA Practice Areas and Services:
    Special Needs Trusts and Wills
    Medicaid, SSI and Entitlement Program Eligibility
    Estate, Trust and Tax Planning for Individuals with Disabilities and their Families
    Financial Planning and Legal Assistance for Individuals with Disabilities
    Guardianships and Conservatorships
    Assistance with Personal Injury/Medical Malpractice Settlements
    Trust and Estate Distributions and Fiduciary Accountings
    Estate and Trust Administration
    Health Care Decisions and Advance Directives
    Source: MHP-Nationwide
    Last Updated: 4/8/2019