As a preferred vendor for The Center for Special Needs Administration, we understand your challenges and have taken steps to ease the burden. Our Board Members have discounted our fees for affected clients because we believe in offering support during difficult times. At CPT Institute, we pride ourselves on our dedication to client well-being and are committed to standing by you throughout this process.
PSNT (D4C) SNT & OTHER ACCOUNTS (D4A) Income Pooled Trust (PIT) Income Pooled Trust (PIT) Needing to Establish a PSNT
PSNT (D4C)
Trust Account Setup | Waived |
Balance less than $100,000 no structured settlement or MSA | $50 Monthly |
Balance less than $100,000.00 with structure settlement or MSA | $100 Monthly |
All accounts with balance over $100,000 | $150 Monthly |
AUM | 0.60% |
SNT & OTHER ACCOUNTS (D4A)
Income Pooled Trust (PIT)
Income Pooled Trust (PIT) Needing to Establish a PSNT