Supplemental Needs Trusts
Daniel A. Kautz discusses what parents of children and adults with Trisomy conditions need to know about setting up Special Needs Trusts to protect their children financially. From the SOFT 2021 Virtual Conference.
Daniel A. Kautz is a Registered Investment Representative with investment experience since 1999. Building and maintaining client relationships is Dan’s top priority. Due to personal life experience, Dan focuses a portion of his practice on funding and managing Supplemental Needs Trusts and works closely with others in the field.
If you or someone you know is facing a Trisomy diagnosis, or for more information and education about Trisomy conditions, visit SOFT (Support Organization for Trisomy) at www.trisomy.org.
• Supplemental Needs Trusts