ATTORNEYS &
SETTLEMENT CONSULTANTS

​855.278.7681

referral OR TRAINING!

NATIONAL TAX EXEMPT NON-PROFIT TRUSTEE

DONATE TO OUR CHARITY

ENROLLED TRUST CLIENTS & BENEFICIARY ADVOCATES

​​877-695-6444

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​CALL 855.278.7681 TODAY TO SCHEDULE A FREE ONSITE TRAINING FOR YOUR TEAM
OUR MOST POPULAR TRAINING PROGRAMS
​CASE INTAKE STRATEGIES
SETTLEMENT SOLUTIONS
POST SETTLEMENT SUCCESS
GOVERNMENT BENEFIT IMPACT BASICS

OUR CHARITY PROVIDES SUPPORT FOR YOUR

TEAM WITH
ONSITE SUPPORT FOR HEARINGS & MEDIATIONS
ONGOING GOVERNMENT RULE UPDATES
RESOURCES TO EXPEDITE SETTLEMENT
ONGOING EDUCATION & TRAINING
FREE CASE CONSULTS 

CLIENTS WITH
SPECIAL NEEDS TRUSTS
SETTLEMENT MANAGEMENT TRUSTS
MINORS TRUST*​
*California only 

​BY PROTECTING CURRENT & FUTURE ELIGIBILITY FOR 
Medicaid
Supplemental Security Income (SSI)
 In-Home Support Services
SSDI with SSI supplement**
Medicare with ​Medicaid as secondary payor**
 **SSDI & Medicare are entitlements. They are not impacted by master trust program use.

WE WORK WITH THE INDUSTRY'S BEST

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TESTIMONIAL

“CPT Institute is the nation's leading national charity providing Special Needs Trusts, Settlement Management Trusts and Minors Trusts. I trust them to manage all of my clients who need a low cost non-profit trustee.”
Kevin Urbatsch
National Director of the ​Academy of Special Needs Planners

​AVAILABILITY

*Blue states indicate CPT Institute program availability

POST SETTLEMENT SUCCESS

• How do I access my funds? Via a True Link Visa card
• How hard is it to submit requests? Use Android & iOS Apps
• Can I hire who I want to provide my care?  Yes, we have TEAM risk be your employer of record to protect your trust assets.​

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• How fast are requests processed? Same day, but check goes out next day.
• How will I know if my request was approved?  We send an email and/or text. 
• Free help with state agency trust notifications
• ​Android & iOS apps provided, to submit request from trust accounts​​