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CPT Special Needs Trusts

Will Lindahl, MBA, CLPF

Executive Director

Will Lindahl speaks nationally on settlement strategies to protect ongoing eligibility for government benefits such as Medicaid and Supplemental Security Income (SSI). He is a member of the Academy of Special Needs Planners. He holds a Masters in Business Administration, Bachelors in Applied Behavioral Sciences, and is a California Licensed Professional Fiduciary (CLPF).

Will has personally established thousands of Special Needs Trust accounts over the past eighteen years. He continues to help disabled individuals, settlement planners, and attorneys address complex settlement issues for those clients that are receiving or are eligible for needs based government benefits.

On a personal note, Mr. Lindahl is a survivor of melanoma eye cancer and as a result is visually impaired. He brings an intimate understanding and compassion to his work with the disabled community.



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