Will Lindahl MBA, CLPF

CPT Institute

Will Lindahl MBA, CLPF

CPT Institute

Will Lindahl MBA, CLPF

CPT Institute


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 Institute is a 501(c)(3) Non-Profit Trustee. Our mission is to preserve government benefit eligibility for the injured and at-risk by providing education and training to the legal community.


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


What Is a Special Needs Planner?

Main Office

1 Civic Center Drive
Suite 310
San Marcos, CA 92069

On the web

View Firm Website

Social Media


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