Prospective Clients Resource Library
Quick Reference Guides
3 Non-Negotiable rules, 4 ways to use your Account, and 3 guiding principles. Use this packet for information about how to protect your SSI, Medicaid, how to use your trust, and how to protect your government benefits.
- https://procfu.com/cptlibrary/LibItem/2941026862
The CPT Institute blog provides insights on special needs planning, trusts, and legal updates relevant to families and individuals managing disability or incapacity, helping readers stay informed about changes that impact their future care and finances.
The CPT Signing Process document provides step-by-step instructions for clients preparing to sign trust documents. It includes guidelines for notifying a case manager, scheduling a signing session, preparing required identification, watching a signing video, attending the signing with a witness, and submitting signed documents. Electronic signing options are also detailed, ensuring accuracy and compliance throughout the process.
The Decision Matrix Quick Reference Guide from CPT Institute offers a streamlined tool for selecting the appropriate type of special needs trust, outlining key factors and eligibility criteria to support informed decision-making for individuals and families.
The "Payment of Food & Shelter" document by CPT Institute explains guidelines for using trust funds to cover food and shelter expenses for beneficiaries on Supplemental Security Income (SSI). It details how such payments, categorized as In-Kind Maintenance and Support (ISM), can reduce SSI benefits up to a capped Presumed Maximum Value (PMV), offers calculation examples, and highlights the implications for SSI and Medicaid benefits.
How to Change Your Language on Your Browser?
The document provides a step-by-step guide on how to change the language settings for popular web browsers: Google Chrome, Microsoft Edge, and Safari.
Allowable Distributions:
The Allowable Distributions Information Guide provides a detailed overview of the types of expenses that can be covered by your trust. It explains what qualifies as an allowable distribution, offering examples and guidelines to help you make informed decisions when requesting disbursements. The guide aims to ensure compliance with trust regulations while helping you understand how to best utilize the funds to meet your needs. This resource is essential for trust beneficiaries and their families to navigate the disbursement process effectively and responsibly.
The CPT Institute's case scenarios page illustrates real-life examples of how special needs trusts and other planning tools can be tailored to support individuals with disabilities, offering practical insights into managing unique care and financial needs.
The CPT Institute's FAQ for prospective clients addresses common questions about special needs trusts, eligibility, fees, and the benefits of using a trust to protect government aid. It provides foundational insights to help clients make informed decisions regarding trust planning.
The "Are You Risking Government Benefits?" guide from CPT Institute explains how certain financial decisions may jeopardize eligibility for government aid, providing crucial information on preserving benefits through proper planning and trust management.
This PDF provides essential guidance on emerging trends, challenges, and anticipated changes in the legal field, offering attorneys insights to help them stay informed and adapt to future developments.