Prospective Clients Resource Library

Quick Reference Guides

Government Benefits

Decision Matrix

Trust Setup Flow for Clients

Able Account

Allowable Distributions

Frequently Asked Questions


Have questions? We have answers in our FAQs.

Case Scenarios QR Guide

Find out more about different case scenarios and frequently used terms.

Why Choose CPT Videos




Consultation Videos

Confirming a CPT Institute Consultation

Consult Video - Text Version

Signing Video

CPT Signing Video (English)

3-4-3 Videos

Guiding Principles

Ways To Use Your Trust

Non-negotiable Rules

Educational Video Resources

Difference between Traditional Medicaid and Expanded landscape

Why is protecting medicaid important

Assets and Resources

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