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Hearing Help from CPT Institute
How can CPT(Community and Professional Training)Institute help at your hearings as a nationwide non-profit trustee and 501(c)(3) charity? Whether you are setting up a Special Needs Trust (SNT), Pooled Special…
Read MoreBenefits from parents work history for those born with a disability prior to age 22
Can you imagine a circumstance where your child born with a disability could get Medicare and additional income for life? Did you know that an individual born with a disability…
Read MoreWhat Happens To My SSI and Medicaid Benefits If I Travel
If you travel outside the United States without taking proper precautions, you could lose your eligibility for Supplemental Security Income (SSI) and Medicaid POMS: SI 02301.225 you are ineligible if…
Read MoreA SPEND DOWN: WHEN A SPECIAL NEEDS TRUST ISN’T THE BEST OPTION
To be eligible for Supplemental Security Income (SSI), Medicaid, or In-home support services (IHSS), you cannot have assets in your name that are valued at more than $2,0001. If you…
Read MoreSocial Security Administration’s View on Automobiles/Vehicles
There are some items the Social Security Administration (SSA) considers exempt resources/assets. You are probably wondering, “What does that mean.” Such items are not counted against the $2,000 asset limit…
Read MoreCPT is No Longer Charging Additional Annual Administration Fees for MSA’s
Great news, we no longer charge additional annual administration fees for MSA’s held in our Special Needs Trusts. www.cptinstitute.org MSA funds are a countable resource for Supplemental Security Income (SSI) purposes. We are…
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Hearing Help from CPT Institute
How can CPT(Community and Professional Training)Institute help at your hearings as a nationwide non-profit trustee and 501(c)(3) charity? Whether you are setting up a Special Needs Trust (SNT), Pooled Special…
Read MoreBenefits from parents work history for those born with a disability prior to age 22
Can you imagine a circumstance where your child born with a disability could get Medicare and additional income for life? Did you know that an individual born with a disability…
Read MoreWhat Happens To My SSI and Medicaid Benefits If I Travel
If you travel outside the United States without taking proper precautions, you could lose your eligibility for Supplemental Security Income (SSI) and Medicaid POMS: SI 02301.225 you are ineligible if…
Read MoreA SPEND DOWN: WHEN A SPECIAL NEEDS TRUST ISN’T THE BEST OPTION
To be eligible for Supplemental Security Income (SSI), Medicaid, or In-home support services (IHSS), you cannot have assets in your name that are valued at more than $2,0001. If you…
Read MoreSocial Security Administration’s View on Automobiles/Vehicles
There are some items the Social Security Administration (SSA) considers exempt resources/assets. You are probably wondering, “What does that mean.” Such items are not counted against the $2,000 asset limit…
Read MoreCPT is No Longer Charging Additional Annual Administration Fees for MSA’s
Great news, we no longer charge additional annual administration fees for MSA’s held in our Special Needs Trusts. www.cptinstitute.org MSA funds are a countable resource for Supplemental Security Income (SSI) purposes. We are…
Read MoreEvaluating the Rising Number of Pooled Trust Programs
By William Lindahl, MBA, CLPFExecutive Director at CPT Institute Pooled Special Needs Trusts (PSNT’s) were codified over 25 years ago when the Omnibus Budget Reconciliation Act (OBRA) was signed into…
Read More“Mind the gap” in government benefits caused by a settlement
Cameron Lindahl, Director of Advocacy at CPT Institute, recently published an article in the Consumer Attorneys of California (CAOC) Forum Magazine. The article discussed solutions available to applicant attorneys as…
Read MoreSPECIAL NEEDS TRUSTS: PROTECTION FOR YOU AND YOUR FAMILY, FUNDING FOR YOUR FUTURE
The following article addresses the advantages of utilizing a Special Needs Trust and a structured settlement annuity. This article also addresses the advantages of utilizing these services with CPT Institute…
Read MoreSPECIAL NEEDS TRUSTS: PROTECTION FOR YOU AND YOUR FAMILY, FUNDING FOR YOUR FUTURE
SPECIAL NEEDS TRUSTS: PROTECTION FOR YOU AND YOUR FAMILY, FUNDING FOR YOUR FUTURE By: Ken Paradis, CEO (Chronovo) and Cameron Lindahl, Trust Officer (CPT Institute) The following article addresses the advantages…
Read MoreWHAT HAPPENS TO MY SUPPLEMENTAL SECURITY INCOME (SSI) AND MEDICAID BENEFITS IF I TRAVEL?
What Happens to my Supplemental Security Income (SSI) and Medicaid Benefits if I Travel? By Cameron Lindahl M.S. and Sara Toor M.A. Without providing proper notice, recipients of SSI may…
Read MoreSTUDENT FINANCIAL AID AND ITS IMPACT ON SUPPLEMENTAL SECURITY INCOME (SSI)
Student Financial Aid and its Impact on Supplemental Security Income (SSI) By Sara Toor M.A. and Cameron Lindahl M.S. Did you know that an individual who is at least 18…
Read MoreWHAT ARE CPT INSTITUTE'S RESPONSIBILITIES AS TRUSTEE?
What are CPT Institute’s Responsibilities as Trustee? By Cameron Lindahl M.S. and Sara Toor M.A Before addressing this topic, it is important to note that books have been dedicated to…
Read MoreWHAT ARE CPT INSTITUTE’S RESPONSIBILITIES AS TRUSTEE?
What are CPT Institute’s Responsibilities as Trustee? By Cameron Lindahl M.S. and Sara Toor M.A Before addressing this topic, it is important to note that books have been dedicated to…
Read MoreWHAT IS THE HARTMAN FORMULA?
What is the Hartman Formula? By Sara Toor M.A. & Cameron Lindahl M.S. If you are an Applicant Attorney or an individual that works extensively with individuals who will be…
Read MoreWHAT IF A BENEFICIARY RECEIVES A FEDERAL TAX REFUND?
What if a Beneficiary Receives a Federal Tax Refund? Sara Toor, M.A. & Cameron Lindahl, M.S. When beneficiaries file taxes they may receive a federal tax refund and even a…
Read MoreSOCIAL SECURITY DISABILITY: CONTINUING DISABILITY REVIEWS
Social Security Disability: Continuing Disability Reviews Sara Toor, M.A. & Cameron Lindahl, M.S. A Continuing Disability Review is referred to as a CDR. The Social Security Administration (SSA) periodically reviews…
Read MoreSUPPLEMENTAL SECURITY INCOME & REDETERMINATIONS
Supplemental Security Income &Redeterminations Cameron Lindahl, M.S. & Sara Toor, M.A. What is a Redetermination? A redetermination is when the Social Security Administration (SSA) reviews an individual’s income, resources, living…
Read MoreADDRESSING SSI OVERPAYMENTS IN DEPTH
Addressing SSI Overpayments in Depth Sara Toor, M.A. & Cameron Lindahl, M.S. What is an Overpayment?The Social Security Administration (SSA) describes an overpayment as an individual receiving more money for a month than the…
Read MoreRECEIVING CHILD SUPPORT PAYMENTS AND ITS IMPACT ON CHILD’S SSI BENEFITS
Receiving Child Support Payments and its Impact on Child’s SSI Benefits William Lindahl, MBA, CLPF & Sara Toor, M.A The Social Security Administration (SSA) defines child support payments as “a…
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