Check the background of this financial professional on FINRA's BrokerCheck.

Special Needs Trusts

Dan Kautz is the youngest of six children and acts as Guardian and Trustee for an older sister and brother who are profoundly disabled. Through his personal life experience, he has dedicated a portion of his practice and developed a great enthusiasm, to work with families who have loved ones with disabilities. He works closely with attorneys who specialize in this field to help build, fund and maintain Supplemental Needs Trusts.

What is a Special Needs Trust?

A Supplemental Needs Trust or Special Needs Trust, commonly referred to as an "SNT", is a trust agreement naming/identifying the grantor, trustee and beneficiary. The trust outlines legal parameters and duties for the assistance of the beneficiary.  A SNT can own many types of assets including, but not limited to: cash, bonds, stocks and real estate.  The assets owned by the SNT will be recorded under the SNT's Tax ID number allowing the individual, with disabilities, to still obtain SSI and Medicaid.

Who Needs a Supplemental Needs Trust?

An individual with disabilities who is over-resourced or needs to obtain or protect government entitlements.

When does a client need a Supplemental Needs Trust?

A client should always set up an SNT as soon as possible. The most common situation is when the parents of a child with disabilities are planning for the future. Another instance is when an individual with disabilities is applying for government entitlements such as SSI and Medicaid. A lawsuit settlement may also involve the need for an SNT.

For more information refer to the EVENTS tab to see when and 
where Lisa J. Allen Attorney at Law and Dan Kautz are presenting on this topic.   

Special Needs Planning
Connect with us on: Go to LinkedIn  Go to Facebook  

 Daniel Kautz, Registered Representative offering securities through American Portfolios Financial Services, Inc. Member FINRA/SIPC Investment advisory services offered through American Portfolios Advisors, Inc. an SEC Registered Investment Advisor. Kautz Financial is not affiliated with APFS and APAI.

This communication is strictly intended for individuals residing in the state(s) of FL, MI and NY. No offers may be made or accepted from any resident outside the specific states referenced.

Check the background of this financial professional on FINRA's BrokerCheck.