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First Vice President, Merrill Lynch

Daniel Cutter

Senior Financial Advisor at Merrill Lynch

Daniel Cutter is a First Vice President and Senior Financial Advisor. He is also a Portfolio Manager. He has been in the financial industry since 1999 and earned his MBA in Finance from the University of San Francisco. He is a special consultant on a book for attorneys titled, Special Needs Trusts: Planning, Drafting, and Administration through the California Continuing Education of the Bar (CEB). He also is a special consultant on a book for consumers titled, Administering the California Special Needs Trust: A Guide for Assisting a Person with a Disability as Trustee of a Special Needs Trust.




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Daniel’s

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D2 10:30am

Making Sustainable Budgets and Monitoring Prudent Investments in a Special Needs Trust

Making Sustainable Budgets and Monitoring Prudent Investments in a Special Needs Trust

An SNT trustee has a legal duty to decide how best to make distributions that will enhance the quality of life of a beneficiary with a disability. The best way to do this is to set up a budget of items and services that will be paid from the SNT. But a budget is not a static, one-time task. Once a budget is established, it is immediately beset with unforeseen costs, poor investment performance, and special one-time expenses. This session will
provide the professional with information on how to handle these circumstances. The presenters will discuss the legal standard for SNT investment based on the type of SNT the trustee is managing, provide a summary of the types of proper asset classes for an SNT, discuss the use of professional money advisers to assist the
trustee, cover questions that arise when hiring a professional money adviser, and discuss the best methods for ongoing investment monitoring.

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