CPT Special Needs Trust Provider

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ssa

Notifying the Social Security Administration When Life Changes

While the Social Security Administration (SSA) frequently conducts reviews to make sure that people who receive Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) are still eligible for those programs, there are also times when a beneficiary is responsible for notifying the SSA of a change. These mandatory reporting events usually occur around [...]

upcoming events relateto special needs trusts

Upcoming Seminar on Administering the CA Special Needs Trust

Kevin Urbatsch will be presenting with Susan Katzen a seminar on Administering the California Special Needs Trust. The seminar will last six hours (eligible for both Continuing Legal Education credit and Professional Fiduciary Continuing Education credit). The seminar will cover essential public benefits, appropriate SNT distributions, understanding the different types of special needs trusts, and [...]

caution

Paying for food, shelter and utilities while on SSI or Medi-Cal

The following is an excerpt from Kevin Urbatsch’s book – Administering the California Special Needs Trust: A Guide for Assisting a Person with a Disability as Trustee of a Special Needs Trust What Is the Effect of Paying for a Beneficiary’s Food, Shelter, and Utilities If Receiving SSI or Medi-Cal? It depends. If the beneficiary [...]

child_support

Special Needs Trusts And Child Support

Obligation to Pay Child Support Not Eliminated for Creation of Special Needs Trust (SNT) (N.J. App.) The appeal addressed the issue of whether the creation of a special needs trust can justify the elimination of the obligation to pay child support to the primary residential parent of a special needs child. The appellate court concluded [...]

  • ssaNotifying the Social Security Administration When Life Changes
  • upcoming events relateto special needs trustsUpcoming Seminar on Administering the CA Special Needs Trust
  • cautionPaying for food, shelter and utilities while on SSI or Medi-Cal
  • child_supportSpecial Needs Trusts And Child Support

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Posts

  • Category: General
    • California Pooled Trust Now Accepts Court Supervised Cases
    • Can I move my Pooled Trust Account to Charities Pooled Trust program?
    • Court Blocks Cuts To California IHSS
    • How will SSA treat child support payments.
    • Notifying the Social Security Administration When Life Changes
    • Obama approves California Medi-Cal cuts
    • Paying for food, shelter and utilities while on SSI or Medi-Cal
    • Senior Protection Act Introduced in the U.S. Senate
    • Social Security Administration Sole Benefit
    • Special Needs Planning In Your Fiduciary Practice
    • Special Needs Trusts And Child Support
    • Special Needs Trusts: How to keep your win from becoming your client’s loss
    • Structured settlement payments in California while injured?
    • Upcoming Seminar on Administering the CA Special Needs Trust
    • What are Pooled Trust by Mark Albertson
    • What makes us different from other Pooled Trust Programs
  • Category: POMS
    • How will SSA treat child support payments.
    • Social Security Administration Sole Benefit

Pages

  • About Us
    • Directors
    • Mission
    • Sitemap
    • Why Us
  • Beneficiary Questions
    • Beneficiary Information
    • Helpful Links
    • Social Security Administrations Program Operations Manual System (POMS) Links
  • Downloads
  • Enrollment
  • Fees
  • Home
  • Newsletter
  • Trust Comparison

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REQUEST TRUST DOCUMENTS

Step 1: Click here to submit trust application information online (For faster processing) OR the trust application (available through the link) may be faxed to 1-866-576-0460.

Step 2: Trust documents will be emailed to you within three business days. Call if you need the documents expedited.

1-877-695-6444 x89
Contact Us

  • Protects Medicaid & SSI
  • We accept cases with:
    - Any Value
    - Any Age
    - Structured settlements
    - Court supervision
    - Medicare Set-Aside
    - Funds held by national investment firm

OFFICES

East Coast Office
3111 West MLK Blvd. Suite 100
Tampa, FL 33607


West Coast Office
Koll Business Center
501 West Broadway, Suite 800
San Diego, CA 92101

MAIL ALL TRUST DOCUMENTS
P.O. Box 27149
San Diego, CA 92198

Recent Posts

  • Notifying the Social Security Administration When Life Changes
  • Upcoming Seminar on Administering the CA Special Needs Trust
  • Paying for food, shelter and utilities while on SSI or Medi-Cal
  • Special Needs Trusts And Child Support
  • Court Blocks Cuts To California IHSS

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