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)

Service Legend
Local Service
Statewide Service: Provides online resources, telehealth, or service at a satellite office.
Nationwide Service: Provides online resources, telehealth or services at a regional/national headquarters location.
Statewide Provider
P O Box 219603
Kansas City, MO 64121-9781
Statewide Provider
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:

Eligible individuals can open the account for themselves, or an authorized individual can open an account on their behalf. There are a few requirements that individuals with disabilities must meet to be able to have an account.

You're eligible if:

  • Your disability was present before the age of 26; and
  • One of the following is true:
    • You are eligible for SSI or SSDI because of a disability
    • You experience blindness as determined by the Social Security Act; OR
    • You have a similarly severe disability with a written diagnosis from a licensed physician that can be produced if requested.
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.

FAQ's

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: 4/8/2022
301 Promenade Street
Providence, RI 02908
Phone: 401-331-5700
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: 11/18/2022
490 Woodruff Avenue
Wakefield, RI 02879
Phone: 401-783-0819
Organization Name: The Law Office of Gayle F. Tarzwell
(Show others in Organization)
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: 4/22/2022
    4 Richmond Square
    Suite 150
    Providence, RI 02906
    Phone: 401-272-6300
    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: 4/22/2022
    65 Boston Neck Road
    North Kingstown, RI 02852
    Phone: 401-738-1910
    Address:
    65 Boston Neck Road
    North Kingstown, RI 02852
    Phone: 401-738-1910
    Fax: 401-732-1531
    Email: ken@rampinolaw.com
    Eligibility:

    LEGAL PLANNING ATTORNEY FOR DISABILITIES & LONG-TERM NEEDS


    GUARDIANSHIP & CONSERVATORSHIP SERVICES IN RI

    Provider Profiles:

    Attorney Rampino’s focus is on elder law, estate planning, and the needs of people with disabilities in Rhode Island. He has enjoyed working with countless families in order to bring them peace of mind and is committed to being easily accessible to each of his clients. If you are unable to travel to the office, a home visit can be arranged.

    Source: Rhode Island Dept of Health, Office of Special Needs
    Last Updated: 4/22/2022
    Statewide Provider
    RI
    Statewide Provider
    Organization Name: Planned Lifetime Assistance Network (PLAN)of Massachusetts and Rhode Island, Inc.
    (Show others in Organization)
    Address:
    RI
    Toll Free Phone: 888-890-7526
    Service Categories:
    Services Provided:

    PLAN provides trust and case management services for two different types of Pooled Trusts:

    • MARC Special Needs Pooled Trust, established in 1995, and is the oldest and largest pooled trust in Massachusetts
    • PLAN of Massachusetts and Rhode Island Third Party Special Needs Trust
    Provider Profiles:

    As a 501(c)(3) not for profit organization we are able to provide pooled special needs trusts that protect benefits and offer service coordination by licensed social workers.

    We proudly serve people with disabilities – life-long or related to illness, injury, or age – helping to preserve assets, to protect benefits, and to live well.

    Contact us

    CLICK HERE to set up a free 30-minute consultation with a specialist today!

    Source: Rhode Island Dept of Health, Office of Special Needs
    Last Updated: 3/2/2022
    51 Puritan Drive
    Warwick, RI 02888
    Phone: 401-785-9541
    Organization Name: Personal Lifetime Advocacy Networks of Rhode Island (PLAN RI)
    (Show others in Organization)
    Address:
    51 Puritan Drive
    Warwick, RI 02888
    Phone: 401-785-9541
    Email: planri@gmail.com
    Services Provided:

    A few of the areas that PLAN RI covers are:

    • Will, estate and financial planning
    • Long-term housing security
    • Maintaining government benefits
    • Personal relationships
    • Making a contribution
    • Alternatives to guardianship
    • Monitoring quality of life 
    Provider Profiles:

    PLAN RI is a non-profit membership organization that helps families create a safe and secure future for their loved ones with a disability. PLAN RI provides assistance in expanding a network of friends and supporters for your loved one, contributing to their quality of life now and in the future. 

    Source: Rhode Island Suggest Provider Queue
    Last Updated: 4/22/2022
    Nationwide Provider
    7739 East Broadway Boulevard, Unit 362
    Tucson, AZ 85710
    Nationwide Provider
    Address:
    7739 East Broadway Boulevard, Unit 362
    Tucson, AZ 85710
    Toll Free Phone: 877-572-8472
    Services Provided:

    A national alliance of attorneys providing special needs planning for individuals with disabilities and their families. Provides a tool to locate alliance members by state.

    Services Include:

    • Maximizing and preserving benefits
    • Protecting assets
    • Assuring lifelong care
    Source: MHP-Nationwide
    Last Updated: 12/22/2021