Do I Qualify?
Call for a fee quote, we do not turn anyone away
Fees Are Based On Case Dynamics
We price match or beat the price of any other provider!
We visit your firm, residence, facility, or hospital to set up your trust in one quick visit.
Fees as low as $50 a month.
Structured Settlements & Medicare Set-Asides (MSA’s) welcome
How We Help
to determine if a settlement will impact your client’s benefits
help with spend-downs
, we will help client document spent funds and notice state
state agency trust notifications
, we will do them for you
delay in settlement
, trust set-up before or after settlement*
Structures & MSA’s welcome
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.
“CPT is a 501(c)(3) charity and non-profit trustee that empowers the injured & persons with a disability to live independent lives with dignity & self determination.
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 since 1994.”
CPT Special Needs Trust Program
Federal Statute 42 U.S.C. 1396p § (d)(4)(C) Trust
Trustee is a 501(C)(3) non-profit charity
State Specific Master Trust already established
Trust beneficiary can be of any age
Please Note: There is an increased costs for Court Supervised cases when accountings and/or bond are required.
1 Civic Center Drive, Suite 310
San Marcos, CA 92069
Trust Set Up
Hours: M - F: 9 AM - 5 PM PST
Hours: M - TH: 6 AM - 2 PM PST | F: 6 AM - 12 PM PST
Download CPT Application
Do I Qualify?