3 days / 14 sessions
10+ speakers / 2 workshops
great scenery, world-class wines
Feb. 15-17th, 2018
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.
⦿ 15 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
⦿ 6-sessions on public benefits for persons with disabilities, 6-sessions on special needs administration and planning, 2-sessions on ethics
⦿ At least 10-experts on special needs administration and planning, public benefits, trust investment, health care coverage, and paying for housing and caregiving.
⦿ Breakfast and lunch buffet provided for both days and fully supported breaks
⦿ Friday night reception with hors d’oeuvres featuring the finest Sonoma wines
“This was probably the best conference I’ve ever attended. TOP NOTCH!“
“Well organized and first class all the way. Speakers were all amazing.“
“Learned a tremendous amount over the weekend. Thank you all for putting on such an incredible symposium.“
“I’ll be back just for the food and wine! Everything was outstanding. See you next year“
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 Platinum and Gold Sponsors!
Philips Bonding and Insurance Agency Gold Sponsors:
Merrill Lynch Special Needs Team Andrew Devries, MBA- Probate, Trust and Conservatorship Real Estate Broker