Conference

Speakers

Meet the experts who will be speaking at the 2020 Special Needs Planning Symposium
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Dr Temple

Grandin

Dr. Grandin became a prominent author and speaker on both autism and animal behavior. Today she is a professor of Animal Science at Colorado State University
Keynote Speaker

Dr Temple Grandin


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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

Acuna Regli

Frank Acuna


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Joe Anderson

Medivest

VP of Business Development
Medivest

Joe Anderson


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Fay

Blix

Law Offices of Fay Blix
Law Office of Fay Blix

Fay Blix, Esq.


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Susanne

Cohen

Special needs planning, conservatorships and trust administration
Hahn & Hahn LLP

Susanne B. Cohen



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Daniel

Cutter

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

Daniel Cutter


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Andrew

Devries

Probate, Trust and Conservatorship Real Estate Broker
Probate, Trust and Conservatorship Real Estate Broker

Andrew Devries, MBA


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Jessica

Farinas

Urbatsch Law Firm
Urbatsch Law Firm

Jessica Farinas


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Carolina

Fierro

Vice President
Special Needs Trust Advisory Specialist – Special Needs Trust Services
Wells Fargo

Carolina Fierro



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Stephen B.

Halterbeck

PRIVATE WEALTH MANAGEMENT
The Alcaine Halterbeck Group Private Wealth Management

Stephen B. Halterbeck


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Lee Ann

Hitchman

California Licensed Professional Fiduciary
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

President and CIO
Prudent Investors 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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Will

Lindahl

Executive Director of CPT Special needs trusts
CPT Special Needs Trusts

Will Lindahl



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Scott

MacDonald

Managing Director, 30 yrs experience, author, lecturer, extensive involvement with disability organizations.
Managing Director, Merrill Lynch

Scott MacDonald


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Julie

Menack

California Licensed Professional Fiduciary, No. #346
Professional Fiduciary

Julie Menack


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Janie

Mulrain

California Licensed Professional Fiduciary
Ethos Fiduciary Services

Janie Mulrain


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Ted

Ong

Managing Partner
Prudent Investors Network

Ted Ong



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Ruth

Phelps

Principal of Phelps Law Group
Phelps Law Group

Ruth Phelps


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Tracy

Regli

Acuna Regli

Tracy Regli


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Dennis

Sandoval

J.D., LL.M. (Tax), CELA, AEP
Dennis M. Sandoval, A Professional Law Corp

Dennis Sandoval


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David

Sherak

VOGT | RESNICK | SHERAK, LLP
VOGT | RESNICK | SHERAK, LLP

David Sherak, Esq.



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Lisa

Soloway

President of the East Bay Chapter, Professional Fiduciary
Association of California
INDEPENDENT FIDUCIARY

Lisa Soloway


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Meredith

Taylor

Licensed Marriage and Family Therapist and Licensed Professional Fiduciary
IMT Associates

Meredith Taylor


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Herb

Thomas

Herb Thomas & Associates

Herb Thomas


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Mary

Waltari

Battaglia & Waltari
Battaglia & Waltari

Mary L Waltari


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