CPT Institute, San Marcos CA
CPT Institute
1 Civic Center Drive Suite 310 San Marcos, CA 92069

Special Needs Trusts

First and Third Party Special Needs Trusts are available.  Protects eligibility for Medicaid (name varies slightly by state) and Supplemental Security Income (SSI).

We Also Offer

Settlement Management Trusts
Cameron Lindahl from CPT Institute
Used to protect individuals who are disabled or vulnerable to misappropriation. Commonly used for people with degenerative diseases, intellectual i...
Free Consultations
Cameron Lindahl from CPT Institute
Our primary exempt activity is providing education and resources on issues regarding government benefits.  
Free Spend Down Support
Cameron Lindahl from CPT Institute
Please read my recent blog here to learn more about when a Special Needs Trust may not be the best option.
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About Us
Our Vision: Envisioning a society where the most vulnerable individuals live independent lives Our Mission: Providing education and resources to the professional community serving the most vuln...(more)