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Pooled Special Needs Trust Pricing
Pooled Special Needs Trust Pricing TRUST SETUP ADMINISTRATION TAX PREP FEES AUM MONEY MANAGEMENT SERVICE ADD ON ADDITIONAL Trust Set Up Fee The trust set-up fee covers the cost of establishing the trust. In addition, we provide a designated CPT Institute representative to assist you throughout the process. You will be given a direct extension…
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Center for Special Needs Trust Administration – What Happened To The Centers Phone: 813-687-8818 Email: join@cptcharity.org Contact Us DONATE Fees OPT-IN Opt-In Spanish OPT-Out Center for Special Needs Trust Administration – What You Need To Know The founder of the Center for Special Needs Administration, a St. Petersburg, Fla. nonprofit that administers Pooled Trusts and…
Read MoreWhy CPT Institute is Highly Regarded by US Government Agencies
By: William Lindahl, Executive Director Expertise as a Charitable Non-Profit Trustee CPT Institute specializes in managing various trusts, safeguarding the financial well-being of those unable to earn an income. They expertly handle many types of trusts including special needs trusts, helping beneficiaries maintain their public assistance benefits while operating across all fifty states and US…
Read MoreCPT Institute: A Technology Forward Non-Profit Charitable Trustee
By: William Lindahl, Executive Director CPT Institute emerges as a technology forward non-profit/charity trustee, leveraging technology to streamline operations and spearhead innovation. Here’s an insight into their tech forward approach: Innovation: Innovation is at the heart of CPT Institute. They invest heavily in technological solutions for special needs trusts management. These trusts are crucial, providing…
Read MoreEvaluating the Rising Number of Pooled Trust Programs
By William Lindahl, MBA, CLPFExecutive Director at CPT Institute Individual and Pooled Special Needs Trusts (PSNTs) were codified 25 years ago with the Omnibus Budget Reconciliation Act (OBRA) in 1993. A few National PSNT providers have been able to develop a sophisticated and robust infrastructure that allows them to keep costs low for those living…
Read MoreOther Questions to Ask a Trustee
Other Questions to Ask a Trustee Does the Trustee have a transparent fee schedule absent of hidden fees when questioned? Do they reject the practice of limiting spending a certain amount or percentage of the trust corpus a client can spend at once based on his/her needs? (See Conflicts of Interest for more information.) Do…
Read MoreAdditional Information to Know / Questions to Ask
Additional Information to Know / Questions to Ask What are Assets Under Management (AUM) Fees? Assets Under-Management, or AUM, is a fee charged by a custody agent (i.e. a bank) or Trustee based on a percent of the trust corpus (i.e. how much money is in the trust account). Most programs charge this annually on…
Read MoreWhy Choose CPT
For over 25 years, we served over 10,000 clients across 48 states as one of the lowest cost national non-profit trustee. Why Choose CPT As a 501(c)(3) nonprofit trustee, CPT Institute is dedicated to preserving government benefit eligibility for the injured and at-risk. Our primary mission is to educate the public and legal community by…
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CPT Institute: Proudly Selected as the Preferred Partner for The Center’s Special Needs Trust Administration With a foundation built on transparency and integrity, CPT Institute is honored to be entrusted with this vital role. We are committed to guiding and supporting beneficiaries with care, compassion, and expertise—ensuring every step forward is made with trust and confidence. Contact us…
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