Protecting government benefit eligibility for individuals who are severely disabled and unable to work
Envisioning a society where the most vulnerable individuals live independent lives
Providing education and resources to the professional community serving the most vulnerable individuals of our society
How We Help
Free phone consults, to determine if a settlement will impact your client’s benefits
Freehelp with spend-downs, we will help client document spent funds and notice state
Freestate agency trust notifications, we will do them for you
Nodelay in settlement, trust set-up before or after settlement*
Nominimum funding, Structures & MSA’s welcome
Noannual administration fees for MSA’s
Trust set-up in 30 minutes via phone, immediately with signed SSN card
Trust set-up on site in one visit, with a signed SSN card
Lowest cost possible, we will beat or price match any provider
Android & iOS apps provided, to submit requests from trust accounts
*Trust must be set-up in advance when funds are being structured.
CPT brings peace of mind to beneficiaries and their families through a Pooled Special Needs Trust Program to protect eligibility for public benefits such as traditional Medicaid and Supplemental Security Income (SSI) since 1994.
You may be receiving a settlement or have existing assets you need to protect. Special Needs Trusts are designed to supplement, not replace, the basic support that Supplemental Security Income (SSI) and Medicaid provide. Funds from the trust can be utilized to pay for comforts that otherwise could not be paid for by public assistance programs. CPT helps you protect the eligibility requirements needed for public assistance programs while you access funds from your trust. Our staff will assist you with making purchases that are aligned with the regulations that govern Medicaid and SSI eligibility.
Address: 1 Civic Center Drive, Suite 310 San Marcos, CA 92069
Benefit Risk Assessment Phone: 855.278.7681 Email: firstname.lastname@example.org Hours: M - F: 9 AM - 5 PM PST
Beneficiary Support Phone: 877.695.6444 Email: email@example.com Hours: M - TH: 6 AM - 2 PM PST | F: 6 AM - 12 PM PST