One Step Set Up

Our Mission

To empower the injured & persons with a disability to live independent lives with dignity & self-determination.”


We are a 501(c)(3) tax exempt charity & non-profit trustee established in 1994. Our primary exempt activity is to protect eligibility for Medicaid & Supplemental Security Income (SSI) for those who are unable to work via Special Needs Trust administration.

Our Vision

To become the best trust program in America by helping those who serve the injured & disabled.

 
How We Help

  • Free phone consults, to determine if a settlement will impact your client’s benefit
  • Free help with spend-downs, we will help client document spent funds and notice state
  • Free state agency trust notifications, we will do them for you
  • No delay in settlement, trust set-up before or after settlement*
  • No minimum funding, Structures & MSA’s welcome
  • No annual administration fees for MSA’s
  • Trust set-up in 30 minutes via phone, immediately with signed SSN card
  • Trust set-up on site in one visit, with a signed SSN card
  • Lowest cost possible, we will beat or price match any provider
  • Android & iOS apps provided, to submit requests from trust accounts

*Trust must be set-up in advance when funds are being structured.

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Testimonials

“CPT is the nation’s leading pooled trust provider. I trust them to manage all of my clients who require a pooled trust.”

Kevin Urbatsch National Director @ The Academy of Special Needs Planners

We Protect

Supplemental Security Income (SSI) | Medicaid | In-Home Supportive Services (IHSS) | SSI with SSDI* | Medicaid with Medicare* | *SSDI & Medicare are entitlements. They are not impacted by the trust.