3 days / 20+ CE/CLE Hours
Attend In Person or Virtual
February 24-26, 2022 | Meritage Resort and Spa, Napa, CA
A 3-day experience dedicated to the education of professionals who plan for persons with disabilities and administer special needs trusts. This informative and interactive educational adventure benefits seasoned professionals as well as those just beginning their practice. You will have multiple opportunities to chat with nationally-renowned experts on all aspects of special needs planning and administration to ensure your move toward mastery in this complex yet rewarding field.
⦿ Professional attendees can obtain up to a total of 21.5 CLE/CE for California attorneys and California Professional Fiduciaries. This includes 11 credits in regular sessions PLUS complimentary 2 hours of Ethics credits and a bonus 2-hour special needs program to be viewed at your convenience via recorded webinar with an option of 6.5 credits of attorney/fiduciary pre-session specialty courses.
⦿ 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 pre-sessions that include such topics as: Fundamentals of Public Benefits, SNT Trustee’s Responsibility in Hiring Caregivers, SNT Administration Fundamentals, Drafting the World’s Greatest Third Party SNT: Focus on the Essentials, First Party Special Needs Planning Including (d)(4)(A) SNTs, Pooled SNTs, QSFs, ABLE Accounts, and much more
⦿ At least 20 of the nation’s leading experts presenting 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.
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.