2027
Sponsors
Thank you to all of our sponsors for being part of this great event! OUR 11th ANNUAL SNT SYMPOSIUM
opportunity
Become a Sponsor/Exhibitor
Get your company or brand in front of leading fiduciaries and special needs attorneys during this intimate event. Feb 4-6, 2027.
Diamond Sponsor
Phillips Bonding & Insurance Agency, Inc.
Probate & Fiduciary Bonds
Executor, Administrator, Conservator, Guardian, Trustee, Preliminary Distribution
Probate & Fiduciary Bonds
Executor, Administrator, Conservator, Guardian, Trustee, Preliminary Distribution
Platinum Sponsor
Andrew De Vries, MBA
Residential, Commercial, Probate, Estate, Trust & Conservatorship Real Estate Broker.
Berkshire Hathaway | Franciscan Properties
Residential, Commercial, Probate, Estate, Trust & Conservatorship Real Estate Broker.
Berkshire Hathaway | Franciscan Properties
Conference Power Sponsor
True Link Financial
Families and professionals rely on True Link to help manage and protect the finances of the people they support
Families and professionals rely on True Link to help manage and protect the finances of the people they support
Lanyard Sponsor
Prudent Investors
For more than three decades, fiduciaries, families, and individuals have entrusted us in helping them make financial decisions to shape their futures and protect their legacies.
For more than three decades, fiduciaries, families, and individuals have entrusted us in helping them make financial decisions to shape their futures and protect their legacies.
Gold Sponsor
CPT Institute
For over 25 years, we served over 10,000 clients across 48 states as one of the lowest cost national non-profit trustee.
For over 25 years, we served over 10,000 clients across 48 states as one of the lowest cost national non-profit trustee.
Silver Sponsor
Acuña Regli
Dedicated to Protecting Your Family‘s Personal and Professional Assets
Dedicated to Protecting Your Family‘s Personal and Professional Assets
Welcome Sponsor
Aspiriant
A leading independent wealth management firm for forward-thinking families.
A leading independent wealth management firm for forward-thinking families.
Pre-Session Fiduciary Sponsor
Professional Fiduciary Association of California
Education, Advocacy and Advancement for Professional Fiduciaries
Education, Advocacy and Advancement for Professional Fiduciaries
Pre-Session Attorney Sponsor
Fisher Fiduciary Services, Inc.
Special Needs Trusts and Settlement Trusts Administration
Special Needs Trusts and Settlement Trusts Administration
Conference Swag Sponsor
Bank of San Francisco
Bank of San Francisco is a Bay Area community and private bank offering personalized financial services to local businesses, nonprofits, individuals, and families.
Bank of San Francisco is a Bay Area community and private bank offering personalized financial services to local businesses, nonprofits, individuals, and families.
Pocket Agenda Sponsor
Hahn & Hahn, LLP
Hahn & Hahn LLP is your steadfast legal partner, helping you navigate change and opportunity. Our compassionate advocates bring counsel to a variety of organizations, families and individuals.
Hahn & Hahn LLP is your steadfast legal partner, helping you navigate change and opportunity. Our compassionate advocates bring counsel to a variety of organizations, families and individuals.
Espresso Bar Sponsor
Campbell Green LLP
An experienced trust and estate law firm that provides personal service for our client’s individual needs.
An experienced trust and estate law firm that provides personal service for our client’s individual needs.
Meal Sponsor
Full Circle Fiduciary
Full Circle Fiduciary provides comprehensive Bay Area trust administration, including fiduciary services, trustee and special needs trusts, conservatorship, insurance, and care navigation.
Full Circle Fiduciary provides comprehensive Bay Area trust administration, including fiduciary services, trustee and special needs trusts, conservatorship, insurance, and care navigation.
Meal Sponsor
Star Care
Private Wealth Management. STARCARE Helps Families Plan for Special Needs with Confidence
Private Wealth Management. STARCARE Helps Families Plan for Special Needs with Confidence
Meal Sponsor
Rodriguez Storz Court Accounting
Court accountings for Conservatorships, Revocable and Irrevocable Trusts, Special Needs Trusts, Estates and Guardianships.
Court accountings for Conservatorships, Revocable and Irrevocable Trusts, Special Needs Trusts, Estates and Guardianships.
Beverage Sponsor
RISE UP TO CHANGE
Supportive and Confidential Accountability Services.
Embrace Change.
Empower Your Recovery Journey.
Supportive and Confidential Accountability Services.
Embrace Change.
Empower Your Recovery Journey.
