Personal Injury Attorney
Why Choose CPT?
Why Choose CPT?
- No-Cost One-on-One Training – Please book here
- No-Cost Consultation – Please book here
- A 501( C)(3) Charity & Non-Profit Trustee since 1994
- Special Needs Trust & Pooled Special Need Trust Services
- Transparent Flat rate Trustee Fees
Design a Plan
Our short questionnaire will help you identify appropriate solutions for your scenario. At the end, you’ll be provided with resources to learn more and a link to book a consultation.
These questions can also be used in your firm’s intake process to identify clients who need to preserve their eligibility for government benefits post-settlement. In an effort to support our tax-exemption, click the button bellow to book a free firm training.
Resource Library
Generic Brochure
Case Intake Sheet
Special Needs Trust Complete Guide
Court Support
CPT Institute has been establishing and administering trusts for over 25 years.
Pricing and Funding
Pricing
Have you noticed that very few trustees and administrators publish their fees? It’s because they have hidden fees and information that will surprise you down the road. At CPT Institute, we stay transparent so you’re fully informed about our services and prices.
Funding
Instructions to fund your trust and Medicare set-aside account.
Client FAQ
More FAQ's available here.
Educational Training
Frequently Asked Questions
FAQ’S
Have questions? We have answers in our FAQs.
Case Scenarios QR Guide
Find out more about different case scenarios and frequently used terms.