Exhibit Hall
Click on a table to see the details of the exhibitor.
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Koplin Consulting
Nationwide in-home treatment for eating disorders, drug and alcohol addictions, anxiety, depression and other behavioral health issues.
Legacy Enhancement
We Provide Nationwide Assistance For The Benefit Of The Disabled, Special Needs Individuals, And Their Caregivers.
East West Bank
Keep what you’ve built for the next generation to enjoy. Trust our experience to guide and support you through the estate-planning process.
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.
Michael Stephens
Michael has been entrusted with overseeing more than 400 probate and trust sales, working closely with highly experienced local attorneys and fiduciaries throughout the East Bay. With the expertise needed to guide you properly, Michael understands that you have a rich and full life to lead, and he’s here to assist you in making the most of it.
True Link Financial
Families and professionals rely on True Link to help manage and protect the finances of the people they support
Phillips Bonding & Insurance Agency, Inc.
Probate & Fiduciary Bonds
Executor, Administrator, Conservator, Guardian, Trustee, Preliminary Distribution
Andrew De Vries, MBA
Residential, Commercial, Probate, Estate, Trust & Conservatorship Real Estate Broker.
Berkshire Hathaway | Franciscan Properties
Merrill Lynch Special Needs Team
We are a deeply experienced team dedicated to improving the long-term well-being of society’s most vulnerable: people with disabilities, elderly individuals with dementia, accident victims, and other special-needs populations by offering financial advice and guidance.
Aspiriant
We’re Aspiriant, a leading independent wealth management firm for forward-thinking families. We empower our clients to live their dreams and create their legacy.
Professional Fiduciary Association of California
Education, Advocacy and Advancement for Professional Fiduciaries
CalABLE
Since inception, CalABLE is changing the way people with disabilities can plan and save for their financial futures.
CPT Institute
The nation’s most advanced Special Needs Trust company, known for our transparent flat fees, cutting-edge technology, and a strong commitment to compliance.
National Care Advisors
We work with clients and their families to create and implement a comprehensive life care plan for the future. At every step of this process, we ensure the plan will meet their specific vision for quality of life.
Acuña Regli, LLP
Dedicated to Protecting Your Family‘s Personal and Professional Assets.
Specializing in Estate Planning, Administration, conservatorships, and Inheritance Litigation.
Geffen Real Estate
Commercial and Residential Sales & Property Management. Specializing in Probate, Trust, Conservatorship, Insolvency, Bankruptcy and Default Real Estate Solutions.
Ascend Healthcare
Ascend Healthcare is a treatment facility that provides a healing and welcoming environment for teens struggling with mental health and addiction issues.
Court Investment Services
Court Investment Services is one of the nation’s leading firms focused exclusively on fulfilling the needs of attorneys and fiduciaries that oversee court-related investment accounts. As a fee-based firm working in a fiduciary capacity, our mission is to serve as a trusted advocate and independent advisor, delivering value based on a prudent investment process and customized court-investing solutions.
Fiduciary Accounting Services, LLC
Fiduciary Accounting Services, LLC is the premier provider of fiduciary accounting for Trusts, Estates, and Conservatorships in California.
Watson & Son, Inc.
Watson & Son Buyers – Appraisers of Jewelry & Watches. Esteemed Estate & Antique Jeweler, Watson and Son was founded in San Francisco in November of 2001 by Mark Watson, formerly from Great Britain specializing in extraordinary jewels and timepieces for over 50 years.
Trust Law Partners, LLP
With over 100 years of combined experience, the award-winning attorneys at Trust Law Partners are dedicated to one purpose only — recovering beneficiaries their rightful inheritance.
Specularis Medical
Specularis Medical helps families and individuals with limb loss by offering superior care coordination, access to top prosthetic clinicians, and direct collaboration with industry leaders like Ottobock and Ossur. With expedited scheduling, detailed clinical records, and compliance assurance, we streamline the process for achieving optimal outcomes beyond local clinic capabilities.
Dunham Trust
Dunham Trust offers a number of Nevada specific tax-efficient advantages that help secure wealth for generations. We are an advisor-friendly, client-focused trust company with a history of providing exceptional service. We’re here to give you confidence in the implementation and servicing of your trust and longevity of your estate plan.
Medivest
Medivest is a leading provider of Medicare Secondary Payer (MSP) compliance solutions to the workers’ compensation and general liability industries. Medivest has been administering medical custodial accounts since 1996, and in 1998, was the first to professionally administer a Medicare Set-Aside Arrangement.
Nurse Registry
Private Duty Nursing and Nurse Staffing.
Whether you need a private nurse for convenient care at home, or reliable nursing staff for shift scheduling, we are available 24/7 to support your needs.