Exhibit Hall
Click a table to see exhibitor details.
Green tables: Open for reservation
Blue tables: Occupied.
Phillips Bonding
Licensed Bonding Agents since 1989!
Reliable reputation among Bay Area attorneys and professionals
Extensive knowledge of the litigation process related to court bonds
Authorized to execute bonds in all California counties
We provide our loyal customers with bonds from quality surety companies, at competitive rates, designed to minimize bonding costs.
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.
True Link Financial
Protect Spending, Preserve Independence.
Whether managing an individual’s spending or planning for the long term–True Link has a solution that fits. Trusted by families, professionals and banking partners nationwide.
Merrill Lynch Special Needs Team
We are a dedicated group of financial advisors and client associates who work closely with other special-needs professionals and family members to improve the long-term well-being of individuals who are unable to care for themselves. Our work is more than a profession — it’s a passion.
Michael Stephens & Matthew Quamina
California Bay Area Probate & Trust Real Estate Services
Michael and Matthew’s primary objective is to handle all aspects, making your life considerably more manageable. 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.
Andrew De Vries, MBA
Defending family and professional fiduciaries’ equity since 2003.
Selling properties in estates, trusts, and conservatorships doesn’t have to be daunting, stressful, or fraught with liability. I am proud to have helped more than 900 families, family and professional fiduciaries, and attorneys sell residential and commercial fiduciary real estate for more money, in a shorter amount of time, with less liability for all involved.
Aspiriant
Some wealth management firms go back 150 years. We’re designed to go 150 years forward. 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.
Fiduciary Accounting Services, LLC
We are a specialized accounting firm, partnering with individual trustees, attorneys, private professional fiduciaries, and financial institutions to document the activities of a Trust, Estate, or Conservatorship.
East West Bank
Strong Foundations, Brighter Futures
Building bridges of opportunity has been our calling for more than 50 years. Together, we’ll continue to be the foundation that gives people the confidence to Reach Further.
Bridge The Gap Services
Supporting adults, young adults, teens, and families facing addiction, anxiety, depression, eating disorders, failure to launch, autism spectrum disorder, executive dysfunction, psychotic disorders, and life transitions with personalized clinical guidance and real-world support.
Geffen Real Estate
Geffen Real Estate / Property Management / Construction Management.
A premier Beverly Hills boutique firm specializing in probate, trust, conservatorship, and distressed property sales. Experts in fiduciary real estate transactions throughout Southern California.
Trust Law Partners LLP
Inheritance Dispute Lawyers Serving California.
If you’re facing a dispute over a will or trust, concerned about wrongful disinheritance, or suspect financial elder abuse, please know that our dedicated team of California inheritance lawyers is here to offer you compassionate support and unwavering advocacy.
National Care Advisors
For individuals with complex care needs, planning for quality of life isn’t a nice-to-have. It’s a necessity. We’ve made it our core focus to create and implement comprehensive care plans that make quality of life not only possible, but sustainable over a lifetime.
Colvent Group
A Systematic Approach to Managing and Leasing Trust-Owned Property Nationwide. Our process-driven management model ensures accurate assessment, timely repairs, and ongoing maintenance, with every decision intentional and every action documented with full transparency at every step.
Princeton Pacific Properties
At Princeton Pacific Properties we provide excellent client service. We specialize in probate and trust sales and we possess in-depth knowledge of the California Real Estate market. We personally represented over 2,500+ families/individuals, Estates and Bank owned properties over the last two decades.
Index Fund Advisors
Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care.
CPT Institute
CPT Institute is a national 501(c)(3) non-profit charity and trustee dedicated to preserving government benefit eligibility for individuals who are injured or at-risk. Our mission is to provide education and training to both the public and the legal community to ensure these benefits are protected.
PFAC
The mission of the Professional Fiduciary Association of California (PFAC) is to advance and support the Fiduciary profession; provide high quality education in standards of practice and ethics; promote awareness of the profession; and create opportunities for interaction among fiduciaries and affiliate members.
Special Considerations
Planning for final expenses shouldn’t be stressful; Special Considerations makes it easy to set aside funds that protect government benefits while ensuring a dignified burial or cremation.
Brooksbank Fiduciary Accounting Services
All data tells a story, numbers are just a form of language. Our job at BFS is to translate your data into the story of your financial management over time. We provide Probate Code compliant accountings for attorneys, fiduciaries, and first time trustees.
STARCARE
Private Wealth Management
STARCARE Helps Families Plan for Special Needs with Confidence
Build a lifelong care strategy, navigate complex government benefits, and create a clear financial path for long-term financial planning and stability.
Acuña Regli, LLP
Discover why hundreds of tax professionals, financial advisors, and retiring lawyers rely on our expert team of attorneys to care for their clients! Specializing in Estate Planning, Administration, Conservatorship and Inheritance Litigation.
Rehabilitation Care Coordination
Rehabilitation Care Coordination provides nurse case management and life care planning for individuals with catastrophic injuries. It coordinates long-term care to help clients of all ages maximize abilities and minimize disabilities.
The Lynch Group of Oppenheimer & Co. Inc.
Investment advisory, wealth management and institutional services for individuals, families and businesses. We start by listening and understanding the whole picture, then build either a complete strategy or a targeted solution.
Medivest Benefit Advisors
Medivest assists law firms, workers’ compensation payers, special needs trusts, brokers and other parties with a wide range of services designed to enhance and protect workers’ compensation and liability settlements.
California Probate Group, LLC
California Probate Group, LLC. is a statewide fiduciary practice serving attorneys, families, and California courts. We personally handle trust administration, probate matters, conservatorships, special needs trusts, and court-ready accountings with the care and attention to detail each matter deserves.
Alternative Resolution Centers (ARC)
Effective conflict resolution takes communication, collaboration, and creative solutions that serve every party. ARC delivers customized, expert resolutions while upholding the highest standards of ethics and client satisfaction.
Your Home Assistant
Your Home Assistant is transforming home care with an easy, affordable way to get an extra pair of hands when you need it, serving seniors, growing families, and professionals.
Watson and Son Inc.
Founded in San Francisco in 2001, Watson and Son is a family-run buyer and seller of extraordinary jewels and timepieces, offering a discreet alternative to retail stores and auction houses.
Inspire Trust Company
As a nationally chartered trust company devoted solely to providing service to people who have been through a personal injury or life changing event, we are uniquely positioned to help you navigate through life with care and compassion. What sets Inspire apart from other trust companies is that our mindset is to lead with empathy.
legacy Enhancement Trust
Nonprofit pooled trust administrator for people with disabilities. Manages special needs and minor’s trusts nationwide, preserving government benefit eligibility with low fees. Offices in Pennsylvania and Texas.
CalABLE
CalABLE equips you to save for the future without affecting eligibility for public benefits. Since inception, CalABLE is changing the way people with disabilities can plan and save for their financial futures.
Wealthcounsel
State-of-the-art drafting software and workflow solutions, practice-building coaching programs, legal content marketing services, continuing legal education (CLE), and a nationwide community of like-minded
attorneys—WealthCounsel has all you need to practice efficiently and confidently.
Academy of Special Needs Planners
The Academy of Special Needs Planners consists of special needs planning professionals such as attorneys, financial planners and trust officers who provide the highest quality service and advice to persons with special needs and to their families.
Massmutual SpecialCare
Caring for a loved one with special needs requires SpecialCare
SpecialCare is a MassMutual program that provides access to information and resources to families with dependents of any age who have special needs.
Broadspire
Broadspire provides customized, integrated claims solutions to clients across the globe. Through our industry-leading expertise, innovative technology and unrelenting focus on continuous improvement, we implement programs that result in lower costs, faster recovery times, and greater satisfaction for everyone involved.
Midwest Trust Company
We’re an independent, state-chartered trust company. We’re local. And we work with you to define your needs and help you grow toward your goals. That means we partner with your accountant and attorney. We have only your best interests at heart.