Frequently Asked Questions

Please book a 45-minute no-cost consultation and we will discuss various options and provide you a best plan of action.

As a true 501 (C)(3) non-profit charity, one of our charitable exemptions is to help as many people living with a disability and no longer able to earn a living. We want to provide you the best customer service and value as possible by offering the lowest cost trustee fees possible, subject to change based on our economy.

• We believe in fee transparency, so below are the fees that may be associated with your account:
• A $30.00 Tax Preparation Fee that occurs in every year in the Spring when the trust earns any income such as interest and dividends for the prior year. This only applies to Trust Beneficiaries that 1) have a Pooled Special Needs Trust and 2) live in California. 
• If you would like to receive a Disbursement Request check faster, you may choose to send the check via Expediated Mail. There is a fee of $35 per check for this service.
• If you decide to obtain a True Link Card, it will cost $10.00/month (charged by True Link Financial).

We created a simple acronym called the “3-4-3" which will be discussed at your no-cost consultation. We review the three primary rules for administering a Special Needs Trust, four ways you can use your trust account, and the three guiding principles that CPT Institute follows.