A senior member of our staff is always happy to appear virtually and answer questions about the trust and the Charity.

We always encourage attorneys to have our staff review court documents to verify proper order requirements are present for us to accept the case (see below for more information). In some complex cases or cases with minors or adults who lack capacity, a probate attorney with special needs planning experience may be necessary.

When court approval is required, we provide a declaration to educate the court on our program and showcase our experience.

This is to ensure our Special Needs Trust is in full compliance with state-specific laws and policy rules to avoid any surprises in court.

If probate approval is required, we have a network of experienced Special Needs Planning attorneys who can help.

• Approval of settlement
• Authority to move funds to CPT
  • Please see our Funding Instructions here.
  • Please note, MSA funds go directly to the Professional Administrator.
• Authorized grantor/party to sign trust documents (must be the client, parent, grandparent, guardian, or the court)
  • Sample Language: “The court hereby authorizes [Authorized Party To Sign] as grantor and [Relation to client] to execute and establish a [Name of Trust] FBO of [Client’s Legal Name].”
  • Trust Names
    • First-Party Special Needs Trust
    • Settlement Management Trust
    • Minors Settlement Trust (CA Only)