CPT Special Needs Trusts

ANY AGE, ANY SIZE, ANNUITIES & MSA'S WELCOME

Settlement Brokers

Please be sure to view our fee schedule

Please select your state:

California
Arizona
New Jersey
Florida
Ohio

 


 

California

Affidavit Sole Benefit

Allowable Disbursements List List of generally allowable disbursements

Allowable Disbursements List (Spanish) List of generally allowable disbursements translated to Spanish

Brochure CPT Special Needs Trust

Change of Advocate Form

Disbursement Request Form – Utilize to request funds from your trust

DRA Asset Transfer Rules Deficit reduction act asset transfer rules outline.

Grillo Case Case attorney held liable for not protecting government benefits.

Grillo Court Documents Case attorney held liable for not protecting government benefits.

HIPAA (Health Insurance Portability and Accountability Act) Authorization for the Use and Disclosure of Protected Health Information

MSA (Medicare Set Aside) Submission Rules

Outline of CA CPT Program

Petition CA Court Supervised Sample California Petition

Petition CA Not Court Supervised Sample California Petition

Pre-Existing Creditor Claims 4faqs

Snapshot First party Special Needs Trust (SNT) comparison

SNT-Quick-Reference-Sheet

Trust Application Utilize this form to gather information to submit your case

Trust Notification Letter Sample document (Word .docx format) to provide notification to Social Security Administration (SSA) about your trust

Waiver of Liability & Advice to Seek Legal Counsel

W-9 Needed for all trust enrollees. PDF version that can be filled out, printed, then mailed.

 


 

Arizona

Affidavit Sole Benefit

Allowable Disbursements List List of generally allowable disbursements

Allowable Disbursements List (Spanish) List of generally allowable disbursements translated to Spanish

Brochure CPT Special Needs Trust

Change of Advocate Form

DE312 Arizona budget reporting document

DE522

Disbursement Request Form – Utilize to request funds from your trust

DRA Asset Transfer Rules Deficit reduction act asset transfer rules outline.

Grillo Case Case attorney held liable for not protecting government benefits.

Grillo Court Documents Case attorney held liable for not protecting government benefits.

HIPAA (Health Insurance Portability and Accountability Act) Authorization for the Use and Disclosure of Protected Health Information

Master Trust Arizona

MSA (Medicare Set Aside) Submission Rules

Outline of the CPT Program

Pre-Existing Creditor Claims 4faqs

Snapshot First party Special Needs Trust (SNT) comparison

SNT Quick Reference Sheet

Trust Application Utilize this form to gather information to submit your case

Trust Notification Letter Sample document (Word .docx format) to provide notification to Social Security Administration (SSA) about your trust

Waiver of Liability & Advice to Seek Legal Counsel

W-9 Needed for all trust enrollees. PDF version that can be filled out, printed, then mailed.

 


 

New Jersey

Affidavit Sole Benefit

Allowable Disbursements List List of generally allowable disbursements

Allowable Disbursements List (Spanish) List of generally allowable disbursements translated to Spanish

Brochure CPT Special Needs Trust

Change of Advocate Form

Disbursement Request Form – Utilize to request funds from your trust

DRA Asset Transfer Rules Deficit reduction act asset transfer rules outline.

Grillo Case Case attorney held liable for not protecting government benefits.

Grillo Court Documents Case attorney held liable for not protecting government benefits.

HIPAA (Health Insurance Portability and Accountability Act) Authorization for the Use and Disclosure of Protected Health Information

Master Trust New Jersey

MSA (Medicare Set Aside) Submission Rules

Outline of the CPT Program

Pre-Existing Creditor Claims 4faqs

Snapshot First party Special Needs Trust (SNT) comparison

SNT Quick Reference Sheet

Trust Application Utilize this form to gather information to submit your case

Trust Notification Letter Sample document (Word .docx format) to provide notification to Social Security Administration (SSA) about your trust

Waiver of Liability & Advice to Seek Legal Counsel

W-9 Needed for all trust enrollees. PDF version that can be filled out, printed, then mailed.

 


 

Ohio

Affidavit Sole Benefit

Allowable Disbursements List List of generally allowable disbursements

Allowable Disbursements List (Spanish) List of generally allowable disbursements translated to Spanish

Brochure CPT Special Needs Trust

Change of Advocate Form

Disbursement Request Form – Utilize to request funds from your trust

DRA Asset Transfer Rules Deficit reduction act asset transfer rules outline.

Grillo Case Case attorney held liable for not protecting government benefits.

Grillo Court Documents Case attorney held liable for not protecting government benefits.

HIPAA (Health Insurance Portability and Accountability Act) Authorization for the Use and Disclosure of Protected Health Information

Master Trust Ohio

MSA (Medicare Set Aside) Submission Rules

Outline of the CPT Program

Pre-Existing Creditor Claims 4faqs

Snapshot First party Special Needs Trust (SNT) comparison

SNT Quick Reference Sheet

Trust Application Utilize this form to gather information to submit your case

Trust Notification Letter Sample document (Word .docx format) to provide notification to Social Security Administration (SSA) about your trust

Waiver of Liability & Advice to Seek Legal Counsel

W-9 Needed for all trust enrollees. PDF version that can be filled out, printed, then mailed.

 


 

Florida

Affidavit Sole Benefit

Allowable Disbursements List List of generally allowable disbursements

Allowable Disbursements List (Spanish) List of generally allowable disbursements translated to Spanish

Brochure CPT Special Needs Trust

Change of Advocate Form

Disbursement Request Form – Utilize to request funds from your trust

DRA Asset Transfer Rules Deficit reduction act asset transfer rules outline.

Grillo Case Case attorney held liable for not protecting government benefits.

Grillo Court Documents Case attorney held liable for not protecting government benefits.

HIPAA (Health Insurance Portability and Accountability Act) Authorization for the Use and Disclosure of Protected Health Information

Master Trust Florida

MSA (Medicare Set Aside) Submission Rules

Outline of the CPT Program

Pre-Existing Creditor Claims 4faqs

Snapshot First party Special Needs Trust (SNT) comparison

SNT Quick Reference Sheet

Trust Application Utilize this form to gather information to submit your case

Trust Notification Letter Sample document (Word .docx format) to provide notification to Social Security Administration (SSA) about your trust

Waiver of Liability & Advice to Seek Legal Counsel

W-9 Needed for all trust enrollees. PDF version that can be filled out, printed, then mailed.