Frequently Asked Questions

General Information:

Please read our blog post that explains what a Special Needs Trust is or visit our Solutions Page to read about first- and third-party Special Needs Trust accounts. 

CPT Institute Information:

To provide you with excellent customer service, you will be assigned a specific representative. They will guide you through the Trust Set up process then work with you going forward to help you make the most of your trust account. 

You can email and our team will respond with the name of your assigned CPT Representative and contact information. 


As a true 501 (C)(3) non-profit charity, our consultations are no-cost and complimentary. Our mission is to provide education and training to the public, attorneys and professionals, and legal professionals to preserve and protect government benefit eligibilty.

Court Support

As a true 501 (C)(3) non-profit charity, our mission is to provide education and training to the legal professionals so our services for court support are at no-cost. 


A Signing is where your designated CPT Representative goes over the rules and regulations established by the Social Security Administration and Medicaid offices that govern the Special Needs Trust account. 

Trust Account

At CPT Institute, we can set up an account as soon as we can schedule a signing appointment with a CPT Representative. 

Once Approved and Created: