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If you would like to  pay by phone please contact our office at (415) 593-9944

The cost for the program for the first 100 registrants is $499, after the first 100 the cost is $599. If you’d like to bring a guest/spouse to the meals and receptions the cost is $150.

PFAC Members, the negotiated rate is $499. If you need a discount code to complete the transaction at the negotiated rate, please contact us.





A 3-day event dedicated to the education of the professionals who plan for persons with disabilities and administer special needs trusts. This year’s program is designed to provide an in-depth discussion of topics for all special needs planning professionals. The conference schedule has been modified to allow more time between programs to allow attendees the opportunity to network and meet others in this rapidly growing practice area. In addition to the live conference, we offer a short webinar series (at no additional cost) in which attendees can listen in live or review a recording on Supplemental Security Income (SSI) prior to attending the conference. This allows attendees the opportunity to learn (or refresh their recollection) about this foundational public benefit program for persons with disabilities. There are programs on retirement assets, taxes, drafting, and evaluating special needs trusts. In addition, we have several panels set up to discuss how different professionals can ethically work together to provide an effective lifetime plan for a person with a disability. We also created programs to help special needs planning professionals better manage their practices using the latest in technology and systems. We include a program on ABLE accounts and as always provide sufficient time at the end of the conference to answer your special needs practice questions. We are proud of this program and the quality of speakers. We look forward to seeing you there.

  • 15 total available hours of CLE for attorneys and CE for fiduciaries. 13 hours in regular session plus option of 2 additional specialty hours on ethics
  • At least 14-experts on special needs administration and planning, public benefits, trust investment, health care coverage, and paying for housing and caregiving.
  • Breakfast and lunch provided and fully supported breaks
  • Thursday night complimentary wine tasting by Hyatt Vineyard Creek Hotel
  • Friday night reception with hors d’oeuvres featuring the finest Sonoma Wine, Craft Beer and Creative Non-Alcoholic Beverages

Event Details

Date: 15 February 2018

Start time: 12:00

End time: 19:00

Venue: Hyatt Vineyard Creek

Coordinates: 170 Railroad Street I Santa Rosa CA 95403

Phone: (415) 593-9944


Additional Information

Thursday 3:30pm session

Ethics Panel (2hr Ethics CLE), Evaluating and Correcting Defective SNT

Friday 8:30am session

IHSS Fundamentals, Drafting 3rd party SNT

Add on guest Meal/Reception

none, 1, 2, 3, 4, 5

Conference Registrations cancelled in writing by February 1, 2018 will be refundable, subject to a $50 administrative fee. Cancellations made later are NON-REFUNDABLE barring exceptional circumstances. If you plan to check out of the Hilton Wine Country Hotel before your reservation departure date, change your departure date at the time you check-in to avoid early departure penalties by the hotel.

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