Vision: Envisioning a society where the injured and at-risk can live independent lives with self-determination and dignity.

How We Can Work Together

Our consultations are always unbiased and free as a part of our tax-exemption as a 501(c)(3) charity. Learn how to plan for the future and/or maintain eligibility for important government benefits.

Schedule A Consultation

Educational Videos

Learn more about CPT Institute, Special Needs Trusts, and Medicare Set-Asides in short two minute videos.

Allowable Distributions

This are items that are commonly allowed from a Special Needs Trust.

Frequently Asked Questions

Have questions? We have answers in our FAQs.

Signing Video

A 6 minute video watched prior to establishing a Special Needs Trust. If you are utilizing a different type of trust, there is no need to watch a signing video.

Forms for Active Clients

A one-stop shop for all forms related to the administration of your account.


Now that trust documents have been signed, CPT Institute is ready to receive funds in your trust account. Once we receive funding, an account will be established for you, the Trust Beneficiary.