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Will Lindahl MBA, CLPF

CPT Institute

Will Lindahl MBA, CLPF

CPT Institute

Will Lindahl MBA, CLPF

CPT Institute

Profession LogoTRUST ADMINISTRATOR

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

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

1 Civic Center Drive
Suite 310
San Marcos, CA 92069

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

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