William E. Lindahl, MBA, CLPF

William E. Lindahl, MBA, CLPF

William E. Lindahl, MBA, CLPF is the national enrollment director for CPT Special Needs Trusts providing pooled trusts. He is a California Licensed Professional Fiduciary with 25 years of experience meeting the needs of the disabled. He has developed Pooled Trust programs nationwide and online trust administration systems. will@snthelp.com.

Articles written by this author:

Structuring a catastrophic-injury settlement

A structured settlement can offer financial protection for a lifetime as compared to a lump-sum cash settlement

Robert T. Simon
Patrick Farber
William E. Lindahl, MBA, CLPF

2016 October


Medicare set-aside funds no longer count toward state Medi-Cal eligibility and asset limits

Medicare set-aside funds no longer count toward state Medi-Cal eligibility and asset limits

New laws effective July 1 permit disabled persons to keep more assets while still qualifying for Medi-Cal benefits

Patrick Farber
William E. Lindahl, MBA, CLPF

2022 June