CPT institute

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1 Civic Center Dr Ste 310
San Marcos, CA 92069
CPT Institute is a national non-profit organization that specializes in providing education and resources to preserve and protect eligibility for government benefits such as Medicaid, Supplemental Security Income (SSI), and In Home Support Services (IHSS). With over 25 years of experience, CPT Institute offers low-cost trust programs that are available in 48 out of 50 states, ensuring that individuals can maintain their government benefit eligibility. As a trusted trustee, CPT Institute offers personalized services and support, allowing clients to navigate the complex landscape of government benefits with ease and peace of mind. CPT Institute's commitment to preserving government benefits has earned them the trust of over 10,000 clients across the United States. Their unique trust programs are designed to minimize tax burdens and provide long-term protection for loved ones. With a dedicated team of professionals and a nationwide presence, CPT Institute offers a reliable and comprehensive solution for individuals seeking to safeguard their government benefits and secure a better future for themselves and their families.

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Reviews

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1.59 reviews
Kimberly P.
9/18/2024

Amazing, we have more recently working with Harrieth long distance from San Diego, with our father's Special Needs Trust. For 5 years, administering support for my sister in CA, could be...

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Julie A.
7/10/2025

If I could give 0 stars I would! This company has not paid on 3 invoices for me personally, not to mention the family that they are withholding funds on their special needs trust. There have been...

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Rev. Jahmean C.
1/23/2025

I've been with CPT TRUST: Mr Will the truth about my situation with CPT TRUST $1,430.98 , I purchased Nelson Liquor Land-12-20-2024 Rose asked me to explain and I did explain the truth about the...

Lori M.
11/18/2024

do not recommend. only the bare minimum is done and they charge for every disbursement and time use at the end of the year. i understand it's a non profit and they are trying to help , but it...

Apache S.
7/7/2023

My husband lost his leg and use of his arm in a motorcycle accident, our attorney chose CPT. Our lives were upside down after his accident and once the settlement was finally over, our lives once...

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