CPT Institute has been establishing and administering trusts for over 25 years.

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 to ensure the proper order requirements are present (see below for more information).

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.

Order Requirements

• 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)