*As a 501(c)(3) our exempt purpose is providing no-cost educational training and resources to the legal professionals and general public.

Our purpose is to help people maintain their government benefit eligibility as we administer their trust accounts.

Get To Know Us

Book a 15 minute introductory call to learn about CPT Institute and our charitable purpose

Attorneys & Professionals

Educational Training

Our educational training is designed to be either one-on-one or a full firm training. Each training is approximately 30 to 60 minutes long.

Educational Training

  • Government Benefits Basics
  • Settlement Strategies
  • Yearly Update
  • Pooled Special Needs Trust

Resource Library