Search results for: superior case

Civil or Superior Case that Lacks Capacity Court Support Please review your local probate codes. If the client is a minor or lacks capacity (i.e., has a formal conservator/guardianship/tutrix), the settlement most likely requires probate approval. Please note the following: A Guardian Ad Litem (GAL) is not the same as a formal conservator/guardianship/tutrix of person…

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Workers Compensation Menu Why Choose CPTDesign a PlanResource LibrarySolutionsPricing & FundingBook a Educational TrainingFAQ Why Choose CPT? Why Choose CPT? No-Cost One-on-One Training – Please book here No-Cost Consultation – Please book here A 501( C)(3) Charity & Non-Profit Trustee since 1994 Special Needs Trust & Pooled Special Need Trust Services Transparent Flat rate Trustee…

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ABLE Accounts & Special Needs Trusts Are you risking your client’s government benefits? Trust Setup Flow Payment of Food & Shelter 3-4-3 Packet Purchase of Primary Residence Mileage Log Change of Beneficiary Advocate and Successor Advocate Form Pre-Paid Funeral/Cremation Verification Purchase of a Vehicle Form Distinguishing the Different Medicaid Programs Basics of a SNT Case…

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Attorneys & Professionals Resource Library Quick Reference GuidesBlogFaqsRequest a Form Quick Reference Guides ABLE Account QR Allowable Distributions Basics of Government Benefits QR Case Scenarios QR Decision Matrix QR Disclosure Handout FPL Chart Generic Medicaid Notice PMV Pooled SNT QR Refusal of a SNT SMT QR Spend Down Notice Understanding Medicaid vs Medicare Trust Setup…

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We are an aid to you to help assist your clients who are disabled, at risk, and no longer able to work. We provide you the resources and training to help you identify your clients needs. Attorneys and Professionals Workers Compensation Attorney Learn More Structure Settlement Consultants Learn More Special Needs Trust and Elder Law…

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