Will Lindahl, MBA, CLPF
He has spent the last twenty+ years working at CPT Institute providing education and training to the legal community. He provides no-cost consultations to the legal and judicial community. He helps counsel to identify barriers to a settlement and how to distribute settlement funds without endangering government benefit eligibility for the injured and/or their dependents.
His competencies include, Fiduciary Analysis, Spend-downs, Agency notifications, SSA POMS, DHCS Rules, Medicaid & SSI Rules, Housing, EBT & SNAP, Catastrophic injury life planning.
Director of Operations
Jeremy Sanchez is CPT Institute’s Director of Operations. Established in 1994, CPT Institute operates in forty-eight states and is the nation's leading national charity providing Master Trusts which include, Special Needs Trusts, Settlement Management Trusts, and Minors Trusts. CPT Institute has established over ten thousand trusts in its twenty-five-year history and has developed one of the lowest cost non-profit trust programs in America.
“Courage doesn’t always roar. Sometimes courage is the quiet voice at the end of the day saying, ‘I will try again tomorrow.’”
- Mary Anne Radmacher
WHO WE WORK WITH:
CPT Institute builds partnerships with the best industry leaders:
Kevin Urbatsch with Urbatsch Firm: Special Needs Trust Legal Counsel
Mary Dowling with Tovella Dowling PC: Non-Profit Legal Counsel
Jitasa: Non-Profit Accounting
True Link Financial
National Care Advisors