Registration (In-Person)


If you would like to pay by phone please contact our office at (415) 593-9944
If you qualify for a discount, contact us for a code.
Pre-sessions (optional): $89/each, all 4 for $267
General session: $599 until Oct. 15th, 2021.


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 2021 Symposium experience as amazing as years past with the same caliber of educational content, networking opportunities, and speakers you know and love. The 2021 Symposium is currently scheduled as a virtual event, all sessions will be live streamed during event and recorded for all paid attendees to review at their leisure

Professional attendees can obtain education credits, up to a total of 19.5 total available hours of CLE for California attorneys and CE for California professional fiduciaries. 11 hours in regular session plus option of 2 ethics hours by webinar and option of 6.5 hours of attorney/fiduciary pre-session specialty courses

Date: February 24, 2022

Start time: 08:30 a.m. PDT

Venue: Meritage Resort & Spa, Napa

Coordinates: 875 Bordeaux Way, Napa, CA, 94558

Phone: (415) 593-9944


Additional Information

General Sessions


8:30am Presession

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

11:00am Presession

None, Making Proper SNT Disbursements (FIDUCIARY), First Party Special Needs Planning (ATTORNEY)

2:00pm Presession

None, Protecting the SNT Trustee (FIDUCIARY), SNT Drafting Workshop (ATTORNEY)

4:00pm Presession

None, Hiring Caregivers (FIDUCIARY), Evaluating and Correcting Defective Special Needs Trusts (Attorney)

Guest Ticket


Conference Registrations cancelled in writing by Friday, February 1, 2022 will be refundable, subject to a $75 administrative fee. Cancellations made later are NON-REFUNDABLE.