For Attorneys
Below are documents that attorneys can use to apply for and establish a special needs trust with PLAN of MA & RI.
Joinder Agreement (RI) for Third Party Trust FILLABLE DOCUMENT
Joinder Agreement (MA) for Third Party Trust
The Joinder Agreement, when fully executed, joins a person to the third-party trust.
Joinder Agreement (RI) for Third Party Trust
Same as Joinder Agreement (MA), except that signatory pages are customized for RI.