3 days / 15+ sessions
gourmet meals, world-class wines
February 18-20, 2021 | The Meritage Resort and Spa
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.
⦿ Up to 20.5 total available hours of CLE for California attorneys and CE for California fiduciaries. 13 hours in regular session plus option of 2 ethics hours by webinar and option of 5.5 of attorney/fiduciary pre-session specialty courses
⦿ Five optional sessions to include basics of public benefits, SNT administration fundamentals, drafting the world’s greatest special needs trust and fixing bad trusts
⦿ At least 20-experts on special needs administration and planning, public benefits, trust investment, health care coverage, and paying for important needs of persons with disabilities.
⦿ Friday night welcome reception, full breakfast provided for Saturday and Sunday, buffet lunch on Saturday and fully supported breaks
⦿ Welcome reception on Thursday night and Wine Cave 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.
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.“
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.
National Director for The Academy of Special Needs Planners. Author of several books on Special Needs Trusts.
Special Needs Planning Attorney of the Year, Women in Law 2016. Elder Law, Pooled trust, Special Needs Expert.
Thank you to our top sponsors!
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