CPT Special Needs Trusts

Special Needs Financial Planners
  • Address: 310 S. Twin Oaks Valley Road #107-174 | San Marcos, CA 92078-4387
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About CPT Special Needs Trusts

CPT brings peace of mind to beneficiaries and their families through a pooled special needs trust program to protect eligibility for public benefits such as traditional Medicaid (MediCal) and Supplemental Security Income (SSI).;You may be receiving a settlement or have existing assets you need to protect. Special Needs Trusts are designed to supplement, not replace, the basic support that Supplemental Security Income (SSI) and Medicaid provide. Funds from the trust can be utilized to pay for comforts that otherwise could not be paid for by public assistance programs.;CPT helps you protect the eligibility requirements needed for public assistance programs while you access funds from your trust. Our staff will assist you with making purchases that are aligned with the regulations that govern Medicaid and SSI eligibility.

Services

  • checked iconSpecial Needs Financial Planners

Languages

  • English

310 S. Twin Oaks Valley Road #107-174,CA,92078-4387

Get in Contact

  • (877) 695 6444
  • setup@cpttrust.org

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