Special Needs Trust Administration Certificate Program

Among the reasons I chose to join the financial services industry is my desire to serve others. This passion to help stems from my experience and the financial challenges I have watched friends, colleagues and families experience in the past. As witness to the challenges faced by important people in my life, I recognized the need for a professional and caring team to help others realize the life they want. My purpose is to help special needs families and private professional fiduciaries define their goals, establish a wealth management strategy centered on the priority of their loved one or their beneficiary, and then help them to adjust their strategy, as needed, as the inevitable changes in life occur.

This desire to serve others drove me to help develop the Special Needs Team at Merrill. We are a team of Financial Advisors across California who leverage training in the field of disability planning and prudent probate investing. We focus on improving the financial well-being of individuals of special need regardless of their age or disability. We advocate a collaborative approach, drawing upon an extensive network of multi-disciplined professionals and advocates to help our clients attain financial success. We seek to promote understanding of the special needs community and to improve the self-reliance of special needs persons, their families and caregivers.

We provide a turnkey service for professional or family fiduciaries throughout the nation to promote the well-being of the trust beneficiary, conservatee or ward. We are experienced dealing with the specialized legal restrictions and court accounting procedures particular to fiduciary investing. Moreover, we are well versed in the UPIA, Probate Code matters and other rules of the court. We measure our success relative to client goals and are honored to help individuals and families pursue a more secure financial future.

Daniel does not provide legal or tax advice in his role at Merrill.