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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…

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…

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 The nation’s most advanced Special Needs Trust company, known for our transparent flat fees, cutting-edge technology, and a strong commitment to compliance. As a 501(c)(3) nonprofit trustee, CPT Institute is dedicated…

CPT Institute The nation’s most advanced Special Needs Trust company, known for our transparent flat fees, cutting-edge technology, and a strong commitment to compliance. Contact Us 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…