Feb 18-20, 2021Virtual Symposium
Conference

Speakers

Meet the experts who will be speaking at the 2021 Special Needs Planning Symposium
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Kevin

Urbatsch

National Director for The Academy of Special Needs Planners. Author of several books on Special Needs Trusts.
Urbatsch Law Firm PC

Kevin Urbatsch


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Michele

Fuller

Special Needs Planning Attorney of the Year, Women in Law 2015. Elder Law, Pooled trust, Special Needs Expert.
Michigan Law Center

Michele Fuller



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Frank

Acuna

Principal, Acuna Regli LLP
Founder, Acuna Regli LLP

Frank Acuña


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Kenneth

Brown

Social Security Administration (Ret.)
Former SSA Trust Maven

Kenneth Brown


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Chuck

Collier

Colvent Group
Colvent Group

Chuck Collier


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Daniel

Cutter

Senior Financial Advisor at Merrill Lynch
First Vice President, Merrill Lynch

Daniel Cutter



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Andrew

de Vries

Licensed California Real Estate Broker
Probate, estate, trust and conservatorship sales expert

Andrew deVries, MBA


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Linda S.

Durston, Ph.D., J.D.

LAW OFFICES OF LINDA S. DURSTON
LAW OFFICES OF LINDA S. DURSTON

Linda S. Durston, Ph.D., J.D.


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Melanie J.

Emmons

Associate attorney with Kato, Feder and Suzuki, LLP.
Kato, Feder and Suzuki, LLP.

Melanie J. Emmons


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Jessica

Farinas

Urbatsch Law Firm
Urbatsch Law Firm

Jessica Farinas



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Lee Ann

Hitchman

Hitchman Fiduciaries
Hitchman Fiduciaries

Lee Ann Hitchman


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Hon. Mary

Thornton House

Alternative Resolution Centers
Alternative Resolution Centers (ARC)

Hon. Mary Thornton House


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James

Huyck

Jim Huyck has over 40 years experience working with people with disabilities, primarily those with Developmental Disabilities.
Huyck Consulting

James Huyck


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Ann

Koerner

RN, BSN, CRRN
President of National Care Advisors – a firm dedicated to providing consulting services for attorneys, financial planners and trustees.
National Care Advisors

Ann Koerner



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Jeremy

Lau

Prudent Investment Network
Prudent Investment Network

Jeremy Lau


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Gregory J.

Lederman, Esq.

Certified Specialist, Estate Planning, Trust and Probate Law
Law Offices of Gregory J. Lederman

Gregory J. Lederman


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Denise

Lettau

Vice President of Advancement
Secured Futures

Denise Lettau, Esq.


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Will

Lindahl

Executive Director of CPT Special needs trusts
CPT Special Needs Trusts

Will Lindahl



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Scott

MacDonald

Merrill Lynch Special Needs Team
Merrill Lynch Special Needs Team

Scott MacDonald


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Jessica

Marmolejo

The Urbatsch Law Firm P.C.
The Urbatsch Law Firm P.C.

Jessica Marmolejo


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Ted

Ong

Prudent Investment Network
Prudent Investment Network

Ted Ong


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Gene

Osofsky

The Law Offices of Osofsky & Osofsky
The Law Offices of Osofsky & Osofsky

Gene Osofsky



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Tracy

Regli

Acuna Regli LLP
Acuna Regli LLP

Tracy Regli


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Dennis

Sandoval

Dennis M. Sandoval, P.L.C.
Dennis M. Sandoval, P.L.C.

Dennis M. Sandoval


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Herb

Thomas

Kairos & Associates

Herb Thomas


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Mary

Waltari

Battaglia & Waltari, Attorneys At Law
Battaglia & Waltari, Attorneys At Law

Mary Waltari



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