Posts by Cameron Lindahl MEd
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…
Read MoreWhy CPT Institute Was Chosen to Handle One of the Largest Bankruptcy in the Trust Industry
Experience and reliability are key to managing complex financial situations, especially in the trust industry. CPT Institute stands out as one of the safest national pooled trust programs in America, so we were chosen to handle one of the largest bankruptcies in the trust industry. Proven Track Record CPT Institute has a long history of…
Read MoreWhy 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.
Read MoreWhy 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…
Read MoreGame-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…
Read MoreWhat 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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