ATTORNEYS &
SETTLEMENT CONSULTANTS

​855.278.7681

case consult OR TRAINING!

ENROLLED TRUST CLIENTS & BENEFICIARY ADVOCATES

​​877-695-6444

WATCH VIDEOS NOW!

DONATE TO OUR CHARITY

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

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.

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.​

​​​​

• 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​​