Feb 24-26, 2022
Napa, California
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Meet the experts who will be speaking at the 2021 Special Needs Planning Symposium
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
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
Frank
Acuna
Principal, Acuna Regli LLP
Founder, Acuna Regli LLP
Frank Acuña
Kenneth
Brown
Social Security Administration (Ret.)
Former SSA Trust Maven
Kenneth Brown
Chuck
Collier
Colvent Group
Colvent Group
Chuck Collier
Daniel
Cutter
Senior Financial Advisor at Merrill Lynch
First Vice President, Merrill Lynch
Daniel Cutter
Jessica
Dorsett
Partner with Polito Eppich Associates, LLP,
Partner with Polito Eppich Associates, LLP,
Jessica Dorsett
Mary
Tovella Dowling
Partner, For Purpose Law Group
For Purpose Law Group
Mary Tovella Dowling
Andrew
de Vries
Licensed California Real Estate Broker
Probate, estate, trust and conservatorship sales expert
Andrew deVries, MBA
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.
Melanie J.
Emmons
Associate attorney with Kato, Feder and Suzuki, LLP.
Kato, Feder and Suzuki, LLP.
Melanie J. Emmons
Jessica
Farinas
Urbatsch Law Firm
Urbatsch Law Firm
Jessica Farinas
Lee Ann
Hitchman
Hitchman Fiduciaries
Hitchman Fiduciaries
Lee Ann Hitchman
Hon. Mary
Thornton House
Alternative Resolution Centers
Alternative Resolution Centers (ARC)
Hon. Mary Thornton House
James
Huyck
Jim Huyck has over 40 years experience working with people with disabilities, primarily those with Developmental Disabilities.
Huyck Consulting
James Huyck
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
Jeremy
Lau
Prudent Investment Network
Prudent Investment Network
Jeremy Lau
Gregory J.
Lederman, Esq.
Certified Specialist, Estate Planning, Trust and Probate Law
Law Offices of Gregory J. Lederman
Gregory J. Lederman
Denise
Lettau
Vice President of Advancement
Secured Futures
Denise Lettau, Esq.
Will
Lindahl
Executive Director of CPT Special needs trusts
CPT Special Needs Trusts
Will Lindahl
Scott
MacDonald
Merrill Lynch Special Needs Team
Merrill Lynch Special Needs Team
Scott MacDonald
Jessica
Marmolejo
The Urbatsch Law Firm P.C.
The Urbatsch Law Firm P.C.
Jessica Marmolejo
Ted
Ong
Prudent Investment Network
Prudent Investment Network
Ted Ong
Gene
Osofsky
The Law Offices of Osofsky & Osofsky
The Law Offices of Osofsky & Osofsky
Gene Osofsky
Tracy
Regli
Acuna Regli LLP
Acuna Regli LLP
Tracy Regli
Dennis
Sandoval
Dennis M. Sandoval, P.L.C.
Dennis M. Sandoval, P.L.C.
Dennis M. Sandoval
Herb
Thomas
Kairos & Associates
Herb Thomas
Mary
Waltari
Battaglia & Waltari, Attorneys At Law
Battaglia & Waltari, Attorneys At Law
Mary Waltari
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