helping individuals with disabilities safeguard their financial future
The Rhode Island Pooled Trust
  • Trust Benefits

    The benefit of the RI Pooled Trust is to provide a vehicle for individuals and their families to set aside money without jeopardizing eligibility for Medicaid or Social Security benefits.
  • Affordability

    The RI Pooled Trust is designed in such a way that individuals can open an account with the trust without incurring expensive legal fees, and a minimum deposit of only $1000.
  • Assets Protection

    Individuals with disabilities often receive lump sum insurance settlements or Medicaid back settlements. The RI Pooled Trust is an alternative to costly Special Needs Trusts.

  • Partners

    Created by the Community Provider Network of Rhode Island, in partnership with Correira & Correira LLP and Legacy Financial Group, The RI Pooled Trust is the first trust of this nature in Rhode Island.
  • Trust Fee Schedule

    The RI Pooled Trust features minimal fees compared to traditional Special Needs Trusts. Joiner Fees start at only $200, 1% Trust Fee, and annual tax preperation fee.
  • Expense Planning

    The RI Pooled Trust is a great tool for planning the ongoing care of a child with a disability. Setting aside cash, insurance policies or tangible assets for future use.