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 education credits, up to a total of 19.5 total available hours of CLE for California attorneys and CE for California professional fiduciaries. 11 hours in regular session plus option of 2 ethics hours by webinar and option of 6.5 hours of attorney/fiduciary pre-session specialty courses
⦿ A pick and choose menu of seven optional pre-sessions that includes fundamentals of public benefits, deeper dive into IHSS and Regional Center, SNT administration fundamentals, fundamentals of planning for family with loved one with special needs; planning during divorce with a family and special needs law intersection, and planning when person with disability has assets by drafting world’s greatest first party SNT
⦿ At least 20 of the nation’s leading experts 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.