FAQ – Prospective Clients

Frequently Asked Questions To view this resource in a different language – Please watch this helpful video. General Information: What is a Special Needs Trust? Collapse Please read our blog post that explains what a Special Needs Trust is https://www.cptinstitute.org/special-needs-trust/ or visit our Solutions Page to read about first- and third-party Special Needs Trust accounts.…

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Resource Library – Prospective Clients

Prospective Clients Resource Library Quick Reference Guides 3-4-3 Packet Expand 3-4-3 Packet: 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. Blog Expand Blog: https://procfu.com/cptlibrary/LibItem/2941026862 The CPT…

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Prospective Clients

Those living with disabilities who are no longer able to earn a living. We are here for you. Welcome We’re excited to work with you while we protect your government benefit eligibility. Having helped clients across the nation build and safeguard government benefit, we are ready to walk you through this process confidently. You will…

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Education & Training

*As a 501(c)(3) our exempt purpose is providing no-cost educational training and resources to the legal professionals and general public. A CPT Institute No-Cost Educational Training Community & Professional Training (CPT) Institute is a 501 (C)(3) Non-Profit Charity whose company mission is to provide education and training to the legal community to help protect clients’…

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Resources Library

Attorneys & Professionals Resource Library Quick Reference GuidesBlogFaqsRequest a Form All these resources we provide are for the attorneys we work with in Puerto Rico and the 48 states we service. Able Accounts & Special Needs Trusts (Double) Expand ABLE Accounts & Special Needs Trusts (Double) The ABLE Accounts and Special Needs Trusts Guide provides…

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