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Cameron M Lindahl M.S.

CPT Institute

Cameron M Lindahl M.S.

CPT Institute

Cameron M Lindahl M.S.

CPT Institute

Profession LogoTRUST ADMINISTRATOR

Established in 1994, CPT Institute is the nation’s leading 501(c)(3) tax-exempt trust provider offering Special Needs Trusts, Settlement Management Trusts, and Minors Trusts. Cameron Lindahl serves as the Senior Trust Officer for CPT Institute. Cameron is responsible for protecting CPT Institute's tax-exemption by directing the educational outreach programs to professionals involved in the settlement process, predominantly practicing attorneys. Other duties include being responsible for coordinating sales and marketing nationwide, managing the the other Trust Officers, and providing continuous professional development to the team at CPT Institute.

Cameron received his graduate degree in Policy and Evaluation while conducting mixed-method research on educational policy in the United States. He then proceeded into the classroom as a teacher where he served students with special needs. Cameron continues to spread education as he assists professionals and families across the country unpack and mitigate issues related to government benefits. Cameron also regularly publishes articles and blogs relating to government benefits and the community of people living with disabilities. When he is not working Cameron enjoys traveling, home improvement, and camping with his family.

Firm Description

CPT brings peace of mind to beneficiaries and their families through a special needs trust that is able to protect eligibility for public benefits such as Medicaid and SSI. We’re committed to helping you through the challenges you may have to face in such a situation.

You have been referred to us because you are currently utilizing or need to qualify for Medicaid or Supplemental Security Income (SSI). You may be receiving a settlement in a class action or personal injury lawsuit or have existing assets you need to protect. However, to protect your eligibility for such governmental assistance programs, you need to utilize a Special Needs Trust. Take a look at our program and see why we have the safest program available.

Special Needs Trusts are designed to supplement, not replace, the basic support that Supplemental Security Income (SSI) and Medicaid provide. This means that 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. We assist with the management of accessing and monitoring the use of your Special Needs Trust funds. Our staff will assist you with making purchases that are aligned with the regulations that govern Medicaid and SSI eligibility.

CPT coordinates services, allowing beneficiaries to receive the utmost advantages available from our Special Needs Trust program. Through a streamlined systems interface and call center, our staff works closely with the beneficiary/advocate by building and maintaining a comfortable working relationship. We will work with you diligently to assist you with your needs.

Hours

Please contact this special needs planner for firm hours by clicking here.

Cost

What Is a Special Needs Planner?

Main Office

Please send all correspondence to our CA location
409 Apollo Beach Blv.
Apollo Beach, FL 33572

1 Civic Center Drive
Suite 310
San Marcos, CA 92069

On the web

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Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts