Please use the form below to contact our trust beneficiary support staff with any questions you may have.
Rest assured that we will get back to you as soon as possible
Don’t forget, you can always call us at 877-695-6444 at extension 87.
CPT Special Needs Trust Provider
877-695-6444
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 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 [...]
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 [...]
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 [...]
