New Blogs
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%…
Why 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,…
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…
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…
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…
Structured Settlements and Special Needs Trusts: A Synergistic Approach
Understanding the interplay between structured settlements and special needs trusts is essential, especially for individuals with disabilities. It’s also important to note that except in California, a commutation rider is…
Transparent Fees, why are they Important when shopping for a Trustee?
When it comes to finding a low cost non-profit trustee like CPT Institute for your Individual Special Needs Trust (SNT) or Pooled Special Needs Trust (PSNT) be sure they are…
CPT Institute: A Technology Forward Non-Profit Charitable Trustee
By: William Lindahl, Executive Director CPT Institute emerges as a technology forward non-profit/charity trustee, leveraging technology to streamline operations and spearhead innovation. Here’s an insight into their tech forward approach:…
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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…
Medicaid’s Underestimated Value to Medicare Recipients
By Cameron Lindahl, M.S., Director of AdvocacyCPT Institute, A 501(c)(3) Tax-Exempt Charity Despite the similar terminology, Medicare and Medicaid are NOT the same regarding coverage or eligibility rules. The individuals…
HOW THE 2018 POMS UPDATE AFFECTS TRUST BENEFICIARIES
How the 2018 POMS Update Affects Trust Beneficiaries By Cameron Lindahl, M.S. and David Lillesand, J.D The Social Security Administration (SSA) released amendments to the Program Operations Manual System (POMS)…
DEEMING: HOW AN INDIVIDUAL’S INCOME & ASSETS AFFECT ANOTHER’S ELIGIBILITY FOR SUPPLEMENTAL SECURITY INCOME (SSI)
Deeming: How an Individual’s Income & Assets Affect Another’s Eligibility for Supplemental Security Income (SSI) By: Cameron Lindahl, M.S. & Sara Toor, M.A.Revised March 2018 What is Deeming and Why…
WHAT IS THE DEFICIT REDUCTION ACT?
What is the Deficit Reduction Act? By Sara Toor M.A. & Cameron Lindahl M.S. The Deficit Reduction Act of 2005, also known as DRA, is a Federal law that grants…
PAYING DEBT WITH A SPECIAL NEEDS TRUST
Paying Debt with a Special Needs Trust Sara Toor, M.A. & Cameron Lindahl, M.S. A Special Needs Trust (SNT) can pay past debt incurred by beneficiaries. This includes credit card…
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WHAT ARE "SSI CRITERIA" STATES?
States that are known as “SSI Criteria” states are certain states that use Supplemental Security Income (SSI) eligibility criteria (for aged, blind, disabled) for Medicaid. Per the Social Security Administration (SSA), these states could make…
WHAT 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…