Napa, CA
3 days / 15+ sessions
gourmet meals, world-class wines
February 18-20, 2021 | The Meritage Resort and Spa
Symposium
Overview
A 3-day California event dedicated to the education of the professionals who plan for persons with disabilities and administer special needs trusts. The conference will educate professionals on identifying public benefit and administration issues for persons with disabilities and provide multiple options and viewpoints on resolving these issues. The program will benefit experienced professionals and those just starting out. There will be multiple opportunities to meet with experts on all aspects of special needs planning and administration to ensure the attendee moves towards mastery of this complex but rewarding field.
Highlights
⦿ We are dedicated to making the 2021 Symposium experience as amazing as years past with the same caliber of educational content, networking opportunities, and speakers you know and love. The 2021 Symposium is currently scheduled as a live and virtual event, with social distancing in place, the Meritage can only accommodate a limited number of live attendees, but all sessions will be live streamed during event and recorded for all paid attendees to review at their leisure – attendance at live event is first come, first serve
⦿ Learn, relax and network in luxurious surroundings at The Mirage Resort and Spa in beautiful Napa, California, the wine capital of the United States or if you prefer to stay virtual, we have retained one of the nation’s leaders in providing the best in virtual conference technology so expect all attendees to have a world class experience
⦿ Professional attendees can obtain education credits, up to a total of 19.5 total available hours of CLE for California attorneys and CE for California professional fiduciaries. 11 hours in regular session plus option of 2 ethics hours by webinar and option of 6.5 hours of attorney/fiduciary pre-session specialty courses
⦿ A pick and choose menu of seven optional pre-sessions that includes fundamentals of public benefits, deeper dive into IHSS and Regional Center, SNT administration fundamentals, fundamentals of planning for family with loved one with special needs; planning during divorce with a family and special needs law intersection, and planning when person with disability has assets by drafting world’s greatest first party SNT
⦿ At least 20 of the nation’s leading experts on special needs administration and planning, public benefits, trust investment, health care coverage, and enhancing the quality of life for persons with disabilities.
⦿ The best sponsors and exhibitors in the world that provide services for attendees to assist them in becoming the best professional they can be in assisting persons with disabilities.
⦿ The live event will include a Thursday night welcome reception, full breakfast provided for Friday and Saturday, buffet lunch on Friday and multiple fully supported breaks. There will be a Welcome reception on Thursday night and Strolling dinner Friday night featuring the finest Napa wines.
⦿ Learn, relax and network in luxurious surroundings at The Mirage Resort and Spa in beautiful Napa, California, the wine capital of the United States or if you prefer to stay virtual, we have retained one of the nation’s leaders in providing the best in virtual conference technology so expect all attendees to have a world class experience
⦿ Professional attendees can obtain education credits, up to a total of 19.5 total available hours of CLE for California attorneys and CE for California professional fiduciaries. 11 hours in regular session plus option of 2 ethics hours by webinar and option of 6.5 hours of attorney/fiduciary pre-session specialty courses
⦿ A pick and choose menu of seven optional pre-sessions that includes fundamentals of public benefits, deeper dive into IHSS and Regional Center, SNT administration fundamentals, fundamentals of planning for family with loved one with special needs; planning during divorce with a family and special needs law intersection, and planning when person with disability has assets by drafting world’s greatest first party SNT
⦿ At least 20 of the nation’s leading experts on special needs administration and planning, public benefits, trust investment, health care coverage, and enhancing the quality of life for persons with disabilities.
⦿ The best sponsors and exhibitors in the world that provide services for attendees to assist them in becoming the best professional they can be in assisting persons with disabilities.
⦿ The live event will include a Thursday night welcome reception, full breakfast provided for Friday and Saturday, buffet lunch on Friday and multiple fully supported breaks. There will be a Welcome reception on Thursday night and Strolling dinner Friday night featuring the finest Napa wines.
What attendees are saying:
“This was probably the best conference I’ve ever attended. TOP NOTCH!“
“Well organized and first class all the way. Speakers were all amazing.“
“Thanks so much to you and Michele for putting on such a fantastic conference. Myself and the rest of the team had a lot of takeaways that we can implement directly into our practice.“
“I would like to thank you for your willingness and hard work in putting on the Symposium. The knowledge you share is very valuable to me, and hopefully to those I support directly (the trustee) and indirectly (the disabled person). I am grateful.“
“Well organized and first class all the way. Speakers were all amazing.“
“Thanks so much to you and Michele for putting on such a fantastic conference. Myself and the rest of the team had a lot of takeaways that we can implement directly into our practice.“
“I would like to thank you for your willingness and hard work in putting on the Symposium. The knowledge you share is very valuable to me, and hopefully to those I support directly (the trustee) and indirectly (the disabled person). I am grateful.“
Meet the
Speakers
We have gathered a fantastic group of experts to speak at this year’s symposium who all have a deep knowledge and passion for Special Needs Trusts, Administration, Planning and the future well-being of those with disabilities.
They will be providing sophisticated answers for experienced trustees and fiduciaries as well as those starting out concerning some of the unique responsibilities a trustee will encounter.
They will be providing sophisticated answers for experienced trustees and fiduciaries as well as those starting out concerning some of the unique responsibilities a trustee will encounter.
Meet our
Top Sponsors
Thank you to our top sponsors!
Diamond Sponsor:
Phillips Bonding and Insurance Agency
Platinum Sponsor:
Andrew Devries, MBA- Probate, Trust and Conservatorship Real Estate Broker
Lanyard Sponsor:
Merrill Lynch
Gold Sponsors:
Kairos Fiduciary Services
National Care Advisors
Hearthstone
Diamond Sponsor:
Phillips Bonding and Insurance Agency
Platinum Sponsor:
Andrew Devries, MBA- Probate, Trust and Conservatorship Real Estate Broker
Lanyard Sponsor:
Merrill Lynch
Gold Sponsors:
Kairos Fiduciary Services
National Care Advisors
Hearthstone
