CPT Institute, San Marcos CA
William Lindahl, MBA, CLPF from CPT Institute

William Lindahl, MBA, CLPF

CPT Institute

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 vulnerable individuals in our society

How We Help
- Free phone consults, to determine if a settlement will impact your client’s benefits
- 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
- 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.

The products and services we offer

Products & Services
First and Third Party Special Needs Trusts are available.  Protects eligibility for Medicaid (name varies slightly by state) and Supplemental Secur...
Used to protect individuals who are disabled or vulnerable to misappropriation. Commonly used for people with degenerative diseases, intellectual i...
Our primary exempt activity is providing education and resources on issues regarding government benefits.  
Recommendations Given (16)
Recent Activity

Cameron from CPT Institute Answered this on February 06, 2019
We believe in protecting an individual's right to self-determination and have no principal reduction rules.   (more) We believe in protecting an individual's right to self-determination and have no principal reduction rules.  

Our Recognition

We're highly recommended by locals on Alignable

Highly Recommended

By 5+ Local Business Owners!

Team