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

Program Costs: (click here for breakdown)
If you qualify for a discount, contact us for a code.
Pre-sessions (optional): $99/each, all 3 for $249
Guest add-on (meals, receptions and keynote only): $350.



A 3-day event dedicated to the education of the professionals who plan for persons with disabilities and administer special needs trusts. Our keynote speaker this year is Dr. Temple Grandin. An inspirational speaker and person who has achieved great success in her life as a person with a disability. In addition, this year’s program is designed to provide an in-depth discussion of topics for all special needs planning professionals. There are programs on obtaining the best living arrangement for persons with disabilities, working within court system, making medical decisions, understanding Pooled SNTs, settlement planning, taxes, ABLE accounts, and mastering this difficult area of practice. In addition to the live conference, we offer a webinar (at no additional cost) on ethics pertinent to a special needs practice. There are 5 exceptional pre-session programs designed for specific attorney topics and fiduciary topics on public benefit basics, SNT administration fundamentals, and Drafting and fixing SNTs. We are proud of this program and the quality of speakers. We look forward to seeing you there.

⦿ Up to 20.5 total available hours of CLE for attorneys and CE for fiduciaries. 13 hours in regular session plus option of 2 ethics hours by webinar and option of 5.5 of attorney/fiduciary pre-session specialty courses

⦿ Five optional sessions to include basics of public benefits, SNT administration fundamentals, drafting the world’s greatest special needs trust and fixing bad trusts

⦿ At least 20-experts on special needs administration and planning, public benefits, trust investment, health care coverage, and paying for important needs of persons with disabilities.

⦿ Friday night welcome reception, full breakfast provided for Saturday and Sunday, buffet lunch on Saturday and fully supported breaks

⦿ Welcome reception on Thursday night and Wine Cave Strolling dinner Friday night featuring the finest Napa wines

Additional Information

8:00am Presession

None, Essentials on Public Benefits (EVERYONE)

10:20am Presession

None, SNT Administration Fundamentals (FIDUCIARY), Third-Party Special Needs Trust (ATTORNEY)

1:20pm Presession

None, SNT Administration Fundamentals (FIDUCIARY), Decanting and Modification Laws (ATTORNEY)

Add on guest Meal/Reception

none, 1, 2

Conference Registrations cancelled in writing by Friday, February 1, 2020 will be refundable, subject to a $50 administrative fee. Cancellations made later are NON-REFUNDABLE. If you plan to check out of the 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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