Will Lindahl MBA, CLPF

Will Lindahl MBA, CLPF

CPT Institute

1 Civic Center Drive
Suite 310
San Marcos, CA 92069
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Will has spent the past twenty-five years working in healthcare and meeting the needs of the disabled.  Will’s past work experience includes thirteen years in many healthcare environments as a Medicare & Medicaid Fraud Auditor, State Director of Total Quality Management, Emergency Medical Technician, Life flight neonatal and adult Respiratory Therapist.

Will has spoken nationally on protecting Medicare, Medicaid, SSI, trust administration and Medicare & Medicaid fraud. In addition he is a California Licensed Professional Fiduciary (CLPF) and has been working with special needs trusts for over a decade.

Will has developed an automated industry compliant online trust administration system for special needs trust administration that is linked to national brokerage firm affiliates and our corporate trustees. He continues to speak and publish materials on individual and pooled special needs trusts. He is holds a Masters in Business Administration and a Bachelors in Applied Behavioral Sciences.

Will is a melanoma survivor and has been visually impaired as a result since 2003. He is committed to the mission of creating a better world for the disabled.

Firm Description

Additional Locations

Apollo Beach
Please send all correspondence to our CA location
409 Apollo Beach Blv.
Apollo Beach, FL 33572
(855) 278-7681

Find Me on the Web

Firm Website: www.cptinstitute.org
Firm Blog: cpttrusts.org/blog
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Tell us about your special needs issue and we will put you in touch with Will Lindahl MBA, CLPF

   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.