February 22-24, 2024 | Meritage Resort and Spa, Napa, CA (In Person or Virtual)
A 3-day experience dedicated to educating professionals who plan for persons with disabilities and administer special needs trusts. This informative and interactive educational adventure benefits both seasoned professionals and those just beginning their practice. There are multiple opportunities to network with nationally-renowned experts on all aspects of special needs planning and administration to ensure your mastering this complex yet rewarding field.
⦿ California attorneys and private professional fiduciaries can earn up to 22.25 hours of CLE or CE credit. This includes 2 hours of Ethics credit. California Certified Specialist, Estate Planning, Trust and Probate Law attorneys can also earn up to 20 hours of certified specialist CLE credit.
⦿ Options to attend in person, network with your colleagues and enjoy Napa food and wine OR choose to attend all sessions virtually.
⦿ A “pick and choose” menu of 7 optional breakout sessions for both attorneys and professional fiduciaries.
⦿ Over 20 of the nation’s leading experts on special needs planning will present on public benefits, administering SNTs, drafting SNTs, advocating for persons with disabilities, and enhancing the quality of life for persons with disabilities.
⦿ The best sponsors and exhibitors in the world will assist attendees in supplying top-notch services to aid in their practice and assist persons with disabilities.
"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."
"Presenter knew his stuff and kept me interested! "
"Wonderful presentation and speaker. Powerful message! very engaging and informative."
"Might have been the best, most inspiring CEU educational session I’ve ever attended."
"Fantastic Speakers! Was very informative and inspiring. Advocates are KEY when dealing with clients’ special needs."
"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."
"Wonderful speaker, Mr. Martinis was very passionate and inspiring, A profound presentation."
Learn from the experts while enjoying world-class food, wine and scenery at a five star resort.
We have gathered a fantastic group of experts to speak at this year’s symposium who all have deep knowledge and passion for special needs planning, SNT administration, and advocacy for persons with disabilities.
The speakers provide real-world experience in the latest strategies and knowledge to assist both experienced trustees and fiduciaries and those beginning their journey in this area of practice.
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
Andrew De Vries, MBA- Probate, Trust and Conservatorship Real Estate Broker
Merrill -The Special Needs Team
Online Streaming/App Sponsor:
True Link Financial
Key Card Sponsor:
Past Sessions Now Available for Purchase
Through our sister site, Moving to Mastery, all sessions from 2021 to present are available in e-learning format to study at your convenience from home.
Sessions and Materials for 2021 Symposium:
The 2021 Special Needs Planning Symposium provided attendees with valuable insights into Supplemental Security Income, Pooled SNTs, Crisis Planning in Times of Emergency, the Taxation of Third Party SNTs, Limited Conservatorships and Making Decisions, as well as a Judge’s Review of Account and Report.
The 2022 Special Needs Planning Symposium highlighted Jonathan Martinis’ insights on Supported Decision-Making, as well as topics such as Protecting Inherited IRAs, the intersection of Family Law and Special Needs Planning, and perspectives from the Judges Sandra Bean, Daniel Juarez, and Mary T. House.
The 2023 Special Needs Planning Symposium provided attendees with valuable knowledge and strategies to enhance their special needs planning efforts through expert sessions on Drafting the SECURE SNT, using Disability Rights Agencies for effective advocacy, Financial Planning tailored for individuals with disabilities, an overview of ABLE Accounts, and insights into Tax Benefits available for families with persons with special needs.