Understanding the SSA Overpayment Policy: A Closer Look

By: William Lindahl, Executive Director The Social Security Administration (SSA) recently announced a significant change in its overpayment recovery policy. After a year of limiting the recovery rate to 10% due to public outcry, the SSA is now reverting to a 100% recovery rate for overpayments. This change will take effect on March 27, affecting…

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Why Choose CPT Institute

Choosing the right trustee is crucial, and CPT Institute stands out as a perfect fit for many clients. Here’s why: Cost-Effective and Transparent Dedicated and Reliable Reputation and Service Community and Support CPT Institute is dedicated to providing the best service possible, making us an ideal choice for clients seeking a trustworthy and efficient trustee.

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Why CPT Institute is Highly Regarded by US Government Agencies

By: William Lindahl, Executive Director Expertise as a Charitable Non-Profit Trustee CPT Institute specializes in managing various trusts, safeguarding the financial well-being of those unable to earn an income. They expertly handle many types of trusts including special needs trusts, helping beneficiaries maintain their public assistance benefits while operating across all fifty states and US…

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Game-Changer for SSI: Beginning Today, SSA Overhauls Food and Rent Rules, Boosting Benefits for Millions

By: William Lindahl, Executive Director September 1, 2024 marks a significant transformation for Supplemental Security Income (SSI) beneficiaries as the Social Security Administration (SSA) implements new rules that overhaul how rent subsidies and food assistance are handled. These changes will expand eligibility for SSI, increase monthly benefit amounts for many recipients, and simplify the application…

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What is a Special Needs Trust? [The Complete Guide]

Special Needs Trusts April 10, 2023 What they are and how they can help you In order to qualify for government benefits like SSI and/or Medicaid as a result of having a disability that prevents you from being able to work, there are specific income limit rules (depending on what state you live to qualify…

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