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
As a 501(c)(3) nonprofit trustee, CPT Institute is dedicated to preserving government benefit eligibility for the injured and at-risk. Our primary mission is to educate the public and legal community by offering no-cost consultations and training. We are the nation's leading low-cost provider of Pooled Special Needs Trusts, Settlement Management Trusts, and Minor Trusts.
At CPT Institute, we understand how overwhelming it can be to plan for the future, especially when facing injury or uncertainty. That's why we offer the education and services needed to help you feel confident and reassured when creating your trust. We take the stress and burden off your shoulders so you can focus on living your best life.
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Who We Serve
CPT Institute has helped thousands of people to preserve & protect their current and future eligibility for government benefits like Medicaid and/or Supplemental Security Income (SSI) and Inhome Support Services (IHSS).
We serve those living with injury or disability that can no longer earn a living. We also help create trusts to protect government benefits and provide protection from misappropriation of funds.
Who We Serve
Core Values
Helping Others
Integrity
Empowerment
Adaptability
What are CPT Institute’s Commitments?
- People First: our no-cost consultations & education are a key part of our tax-exemption as a 501( C)(3) charity.
- Flexible Funding Strategies: no minimum funding amount, flat monthly costs.
- Instant Trust Set-Up: if scheduled at least 24 hours in advance, trust can be established in 1 business day.
- Competitive Flat-Rate Pricing: designed to keep costs low to help you make the most of your funds.
- Open Communication: online access to account, mobile app, regular statements, and email/text status notifications.
- Immediate Access: Truelink reloadable VISA Cards provide client with the autonomy they desire.
- Experienced Trustee: we have served over 10,000 clients since 1994 and operate 48/50 states (excluding NM & CT).
- No-Cost Training and Resources: Aligned with our tax-exemption, free training and resources available on various topics to protect those at risk and no longer able to earn a living.
- Partnerships with Industry Leaders: we work well with everyone including MSA administrators.