What are the usual steps in establishing an account with the Maine Trust for People with Disabilities?
The grantor (person setting up the Trust account) will complete and sign a Joinder Agreement. A Joinder Agreement is a legal document that enrolls the disabled individual in the Trust. It gives the program the information needed about your family member, how and when you plan to fund the Trust account, how you want assets to be handled when it becomes active (when the Trust is funded and disbursements begin) and other important information. Once enrolled, the Trust maintains your file and may periodically contact you to update it. The Maine Trust for People with Disabilities is supported by many social service agencies throughout Maine. Selected staff members at each of the supporting social service agencies have been trained on how the Trust operates and how to complete the Joinder Agreement. You can receive assistance in completing the Joinder Agreement at any of supporting social service agencies. If you have not received a list of the supporting social service agencies, then you sh
Related Questions
- Where can I find help understanding the legal, tax and practical consequence of establishing an account with the Maine Trust for People with Disabilities?
- What amount of money should I place in an account opened with the Maine Trust for People with Disabilities?
- How does the Maine Trust for People with Disabilities operate?
