Feb 9-11, 2023Napa, California

Registration (In-Person)


If you would like to pay by phone please contact our office atĀ (415) 593-9944
If you qualify for a discount, contact us for a code.
Pre-sessions (optional): $99/each, all 4 for $297
General Session: $649 until Oct. 5th, 2022.
PRICE INCREASES TO $899 on Oct. 6th 2022!


Event Details

A 3-day California event dedicated to the education of the professionals who plan for persons with disabilities and administer special needs trusts. The conference will educate professionals on identifying public benefit and administration issues for persons with disabilities and provide multiple options and viewpoints on resolving these issues. The program will benefit experienced professionals and those just starting out. There will be multiple opportunities to meet with experts on all aspects of special needs planning and administration to ensure the attendee moves towards mastery of this complex but rewarding field.

We are dedicated to making the 2023 Symposium experience as amazing as years past with the same caliber of educational content, networking opportunities, and speakers you know and love. The 2023 Symposium is scheduled as a hybrid event with options to attend in person or virtually.

Professional attendees can obtain up to a total of 21.5 CLE/CE for California attorneys and California Professional Fiduciaries. This includes 11 credits in regular sessions PLUS complimentary 2 hours of Ethics credits and a bonus 2-hour special needs program to be viewed at your convenience via recorded webinar plus an option of 6.5 credits of attorney/fiduciary pre-session live specialty courses.

Date: February 09, 2023

Start time: 07:30 a.m. PDT

Venue: Meritage Resort & Spa, Napa

Coordinates: 875 Bordeaux Way, Napa, CA, 94558

Phone: (415) 593-9944

Email: DChacon@urbatsch.com

Additional Information

General Sessions


8:30am Presession

None, Fundamentals of Public Benefits for Persons with Disabilities (EVERYONE)

11:00am Presession

None, Understanding Regional Center and In Home Supportive Services (IHSS) Benefits (FIDUCIARY), Drafting Workshop for Effective Third-Party Special Needs Trust Provisions (ATTORNEY)

2:00pm Presession

None, Creating Clear and Consistent Procedures for Making Proper SNT Distributions (FIDUCIARY), Reviewing All of the Special Needs Planning Tools Available for Persons with Disabilities (ATTORNEY)

4:00pm Presession

None, Complying with the SNT Trusteeā€™s Reporting, Record Keeping, and Accounting Duties (FIDUCIARY), Case Studies: Planning Strategies for Different Scenarios When Family Has Loved One with Special Needs (Attorney)

Guest Ticket


Conference Registrations cancelled in writing by Wednesday, February 1, 2023 will be refundable, subject to a $75 administrative fee. Cancellations made later are NON-REFUNDABLE.