Prospective enrollees in the third-party trust must complete this document; it serves as both an application and, when fully executed, joins a person to the third-party trust.
Same as Joinder Agreement (MA), except that signatory pages are customized for RI.
This is a comprehensive guide to PLAN’s first- party trust, addressing enrollment, disbursements and fees.
This guide provides essential information about PLAN’s third-party trust.
This document, completed by the family, outlines the wishes of the donor(s) as to how s/he or they want the trust funds to be used to benefit a loved one.
Prospective enrollees in the first-party trust must complete this application.
This notice relates to the application of transfer of assets penalty provisions. Applicants age 65+ and their attorneys should review this notice.
This document details PLAN’s enrollment, annual, and other fees for First-Party Trusts.