Why CPT Institute is Highly Regarded by US Government Agencies
By: William Lindahl, Executive Director
Expertise as a Charitable Non-Profit Trustee
CPT Institute specializes in managing various trusts, safeguarding the financial well-being of those unable to earn an income. They expertly handle many types of trusts including special needs trusts, helping beneficiaries maintain their public assistance benefits while operating across all fifty states and US Territories.
Dedication to Non-Profit Principles
Driven by client welfare rather than profit, CPT Institute embodies its non-profit mission, with operations vetted by the Social Security Administration, Department of Justice, Federal Bureau of Investigation, and Florida Bankruptcy Court.
Personalized Trust Administration
Beneficiaries receive individual support through direct communication tools and personal access to their Trust Administrator at CPT Institute, ensuring compliance with federal and state regulations.
User-Friendly Online Portal
An easy-to-use online portal allows beneficiaries to submit requests and monitor trust activities conveniently from anywhere within the United States and its territories.
Educational Resources
CPT Institute provides extensive educational materials on trust management at www.cptinstitute.org, catering to a nationwide audience.
Tailored Services
Services are customized to meet each beneficiary’s unique needs, ensuring meticulous financial management and adherence to legal standards across multiple jurisdictions.
Skilled Professional Team
The team at CPT Institute consists of experienced professionals knowledgeable in legal and financial matters essential for effective trust management, recognized by federal and state agencies.
Strong Compliance Focus
CPT Institute works with a non-profit law firm counsel to ensure compliance with regulations nationwide, reflecting its commitment to rigorous standards.
Active in the Community
The organization actively supports disability rights, reflecting its commitment to the community and maintaining strong relationships with government entities.
Cost-Effective Trust Solutions
As a non-profit, CPT Institute offers more affordable trust solutions compared to for-profit companies, with services available throughout the US and its territories.
Emphasis on Long-Term Stability
Longevity and stability are key in CPT Institute’s approach to trust management, with practices that align with the scrutiny of top-tier government agencies.
Accessible Support
CPT Institute prioritizes accessibility, offering responsive support for trust-related questions across the nation.
Transparent Investment Reports
Beneficiaries receive detailed quarterly investment statements, promoting transparency and satisfying the requirements of federal oversight.
Accountable Investment Custodians
Custody agents report to the volunteer board and undergo regular performance reviews to ensure compliance with national standards.
Thorough Independent Audits
CPT Institute conducts annual independent audits, with findings reported to the board and kept separate from the Executive Director’s oversight, meeting the expectations of federal and state auditors.
Recognized by Renowned Authorities
Endorsed by agencies like the Florida Bankruptcy Court and FBI, CPT Institute ensures meticulous record-keeping for audit readiness and operates under the watchful eye of the most respected authorities.
Choosing CPT Institute means benefiting from their expertise, commitment to education, and focus on achieving the best outcomes for those with special needs, backed by the confidence of government agencies across the United States and its territories.