CASE CONSULT & TRUST SET UP
855.278.7681
​Attorneys/Settlement Consultants

refer your case now!

CLIENT & ADVOCATE HELP
​877-695-6444
Beneficiary Support

WATCH VIDEOS NOW!

MITIGATE GOVERNMENT BENEFIT ISSUES

WE PROTECT GOVERNMENT BENEFITS
SPECIAL NEEDS TRUSTS
​SETTLEMENT MANAGEMENT TRUSTS
MINORS TRUST*

Our charities programs protect current & future eligibility for:
Supplemental Security Income (SSI) | Medicaid | In-Home Support | SSI with SSDI* | Medicaid with Medicare **
*California only  **SSDI & Medicare are entitlements. They are not impacted by master trust program use.

WE WORK WITH THE INDUSTRY'S BEST

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

HOW WE HELP

• Lowest cost possible, we will price match any provider​
• No delay in settlement, instant trust set-up*
• No minimum funding, Structures & MSA’s welcome​

​​​​*Trust must be set-up in advance when funds are being structured

• Free phone consults, will settlement impact your benefits 
• Free help with spend-downs
• Free help with state agency trust notifications
• ​Android & iOS apps provided, to submit request from trust accounts​​