Attorneys & Professionals

Thank You!

These are the first two words that come to mind when I think of CPT Institute. What a Godsend they have been to me.

When my attorney suggested I use them, I didn’t know how fortunate I’d be. Usually when I need a professional, I search and search until I find one that feels right. My first call to CPT Institute put me at ease and I knew I was in the right place.

KC and Cameron were such a help. Every time I called I got amazing direction and guidance. Never pushy, always kind, and on several occasions when I needed to have something explained again, they were always patient and I never felt rushed or put down because I did not understand. They were just great.

If you’re feeling like you don’t know what to do next…Call CPT Institute. They have a wonderful team and I must say, KC is an angel.

Thanks again CPT Institute.

With great appreciation,

Kelli in S. Florida

Cameron is excellent, always informative, kind, honest, and clear. I am thoroughly impressed and will not need ever to look elsewhere for assistance with resolving cases involving Government Benefits. Thanks Cameron!"

Andrea Herman, CA Workers Compensation Attorney

Cameron and his staff at CPT Institute went above and beyond to speak with and answer questions from the families and attorneys that were recently involved in 2 brain injury cases to minor claimants. Our questions were answered and assistance was provided with the completion of all of the required documentation up until the time of the Court Approval.

Ray Maguire, Settlement Consultant

As a retired attorney and tax preparer, I knew a lot already about fiduciaries but felt woefully lacking in the special needs area. I did a ton of research on my own regarding special needs trusts, SSI, Medi-Cal, taxes, qualifications for assistance, etc. After a free phone consultation and with the information from CPT Institutes's website (read ALL the tabs and sub-tabs!) and my conversation with Cameron, I am convinced this is the place to handle the Special Needs Trust I will set up.

Linda P. Orange, CA

Case Referral/Training

Our no-cost consultations outline potential solutions for protecting your client. As a part of tax-exemption as a 501(c)(3), we pride ourselves on providing unbiased solutions that are in the client’s best interest.

Identify Client Needs

We’ve designed short questionnaires with 2-3 questions to help you identify potential solutions based on your case dynamics. After the quiz, we will provide resources to learn more about the proposed solution(s) and book a no-cost consultation.

Design a Plan for a Client

This page is designed to give you an overview of the entire process required to establish a trust. If scheduled at least 24 hours in advance, this process can be completed within a business day. Please request this immediately if needed.

Court Support

This page is designed to give you assistance on the entire process of how we support our clients in court.

Allowable distributions

These are commonly allowed items from a trust account. This can be helpful for illustrating what the trust can be used for.

SOCIAL SECURITY POLICY MANUAL

Eager to learn more about the Social Security Policy Manual (SSA POMS)? Visit the POMS page for valuable information.

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