Feb 18-20, 2021Napa, CA
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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Daniel

Cutter

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

Daniel Cutter


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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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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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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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Jessica

Marmolejo

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

Jessica Marmolejo


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Herb

Thomas

Kairos & Associates

Herb Thomas




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