Sonoma, CA

3 days / 17 sessions
12+ speakers / 4 workshops
gourmet meals, world-class wines

Feb. 7-9th, 2019



A 3-day 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 17 total available hours of CLE for attorneys and CE for fiduciaries. 13 hours in regular session plus option of 2 additional specialty hours on ethics and 2 of basics

⦿ Four optional workshop sessions to include basics of public benefits, basics of SNT administration, ethics, and workshop on developing your practice

⦿ At least 12-experts on special needs administration and planning, public benefits, trust investment, health care coverage, and paying for important needs of persons with disabilities.

⦿ Breakfast provided for both day, buffet lunch on Friday and fully supported breaks

⦿ Thursday night welcome reception

⦿ Friday night reception with hors d’oeuvres featuring the finest Sonoma wines

Sign Up Now – Early Bird Special – Save up to 40% on Registration

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.“

Meet the


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.

Meet our


Thank you to our top sponsors!
Diamond Sponsor:
Philips Bonding and Insurance Agency
Platinum Sponsor:
Andrew Devries, MBA- Probate, Trust and Conservatorship Real Estate Broker
Lanyard Sponsor:
Merrill Lynch
Gold Sponsors:
Herb Thomas and Associates
Acuna Regli
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