Laguna Honda Mass Leads
Phone: 855-278-7681
Email: join@cptcharity.org
Why Choose CPT
1. Expertise in Special Needs Trust
CPT Institute specializes exclusively in the administration of special needs trusts, ensuring beneficiaries maintain eligibility for vital public assistance programs like SSI and Medicaid.
2. Non-Profit Status
As a mission-driven non-profit, CPT Institute serves the best interests of clients—not shareholders—prioritizing service over profit.
3. Dedicated Trust Administrator
Every client is assigned a direct point of contact with access to their Trust Administrator’s direct phone line and calendar, ensuring consistent, personalized support.
4. Compliance Assurance
CPT Institute employs a retained non-profit law firm to ensure all trusts comply with complex and ever-changing state and federal regulations.
5. Online Portal Access
A secure online portal empowers clients to track balances, request disbursements, and review trust activity 24/7—boosting transparency and convenience.
6. Cost-Effective Solutions
As a non-profit, CPT Institute often provides more affordable trust administration compared to for-profit alternatives, potentially saving the trust thousands over its lifetime.
7. Professional Management
Trusts are managed by experts well-versed in the financial and legal intricacies of trust administration, ensuring your assets are protected and optimized.
8. Personalized Service
CPT Institute tailors services to meet each beneficiary’s unique situation—whether it’s managing disbursements or assisting with eligibility-related needs.
9. Annual Independent Audits
Independent financial audits are conducted annually and reported directly to the Board—not the Executive Director—ensuring high standards of integrity and transparency.
10. Long-Term Stability
With a focus on sustainability rather than short-term gains, CPT Institute offers long-term trust management you can count on—especially critical for lifelong care planning.
Transparency
At CPT Institute, we understand how overwhelming it can be to plan for your financial future, especially when facing long-term disability. Our clients count on us to manage their trust assets safely and securely while maintaining eligibility of important government benefits including Medicaid and Supplemental Security Income (SSI).
When choosing a nonprofit organization to manage your trust, transparency is vital. With CPT Institute, clients have access to their accounts through a secure, online portal so they can review their balance and all activity in real-time. An independent accounts audit is conducted annually with results submitted to our all-volunteer board whose members work with those with special needs or who are in the medical profession. Each quarter, trust performance reports are provided to the board for review. Our actions are always marked by honesty and transparency.
Intake Form
To get started, please complete the CPT Case Intake Form — a quick and easy survey that helps us gather your basic personal information.
One of the most important parts of this form is identifying what type of government benefits you receive. This helps us determine whether your benefits need to be protected.
Not sure what benefits you’re on?
Visit ssa.gov/myaccount to review your benefits online.
You can also refer to our Quick Reference Guide for simple tools and tips to help you figure it out.
How to Work with CPT Institute? Next Steps…
Complete Intake Form
Book a 15 minute Introduction Call
Set up a Signing
- Add the following Resources: Signing Video for CA 100
- Add Signing Quick Reference Guide
CPT Institute will Fund your Account
Once the trust documents have been signed, CPT Institute will notify the attorneys handling your case. After we receive the funds, we will contact you to schedule an Orientation with your assigned CPT Representation . During this session, we will review the policies, guidelines, and procedures for using your new trust with CPT Institute to ensure you fully understand how to access and manage your funds.
Trust will be created
Questions?
Contact us:
Phone: 855-278-7681
Email: join@cptcharity.org