What is a trusted advisor?

A trusted advisor is a person or organization that helps people with disabilities plan for the future. This could include an attorney, accountant, financial planner, or other professional who specializes in disability planning law. In Rhode Island, a trusted advisor must be a person who has been identified by the disabled individual or his/her family as a reliable source of advice or guidance regarding his/her disability. The main role of a trusted advisor is to provide information and assistance to those with disabilities or their families in understanding and navigating the complexities of disability planning law in Rhode Island. A trusted advisor can help by providing guidance in the areas of estate planning, special needs trusts, Medicaid applications, public benefits, guardianship, and more. They can also assist in selecting the most appropriate type of trust or other disability planning arrangement. The trusted advisor is an invaluable asset in helping those with disabilities understand the laws and regulations that apply in Rhode Island. They can provide advice and guidance, as well as help to ensure that the best decisions are made for the disabled individual. This can include helping the disabled individual and his/her family to understand the cost-benefit of certain decisions, and to ensure that the best interests of the disabled individual are being served.

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