Conference

Speakers

Meet the experts who will be speaking at the 2018 Special Needs Planning Symposium
https://sntsymposium.com/wp-content/uploads/2015/12/Kevin-bw-1.jpg
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


https://sntsymposium.com/wp-content/uploads/2015/12/Michele-1.jpg
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



https://sntsymposium.com/wp-content/uploads/2016/06/jim-huyck.jpg
James

Huyck

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

James Huyck


https://sntsymposium.com/wp-content/uploads/2015/12/ann-profile-pic.jpg
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


https://sntsymposium.com/wp-content/uploads/2016/06/Will-Lindahl.jpg
Will

Lindahl

MBA, CLPF, executive Director at CPT Special Needs Trusts
CPT Special Needs Trusts

Will Lindahl


https://sntsymposium.com/wp-content/uploads/2016/05/Andrew-Devries.jpg
Andrew

Devries

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

Andrew Devries, MBA



https://sntsymposium.com/wp-content/uploads/2016/05/Roxanne.jpg
Roxanne

Gunther

Primary fiduciary, Professional License #503 Professional Fiduciary Bureau, State of California
Gunther & Associates

Roxanne Gunther


https://sntsymposium.com/wp-content/uploads/2015/12/scott-mac-profile.jpg
Scott

MacDonald

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

Scott MacDonald


https://sntsymposium.com/wp-content/uploads/2015/12/dancutter-profile.jpg
Daniel

Cutter

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

Daniel Cutter


https://sntsymposium.com/wp-content/uploads/2016/06/Joel-Almquist.jpg
Joel

Almquist

Senior partner
Voytko & Associates

Joel Almquist



https://sntsymposium.com/wp-content/uploads/2016/06/deborah-ballins.jpg
Deborah

Ballins Schwarz

Meeting estate planning needs with a focus on the challenges that face the elderly and disabled
DBS Law Group

Deborah Ballins Schwarz


https://sntsymposium.com/wp-content/uploads/2016/06/Susanne-Cohen.jpg
Susanne

Cohen

Special needs planning, conservatorships and trust administration
Law Offices of Susanne B. Cohen

Susanne B. Cohen


https://sntsymposium.com/wp-content/uploads/2016/06/Julie-Menack.jpg
Julie

Menack

California Licensed Professional Fiduciary, No. #346
Professional Fiduciary

Julie Menack


https://sntsymposium.com/wp-content/uploads/2017/06/thomas.jpg
Thomas

Brinker

Professor of Accounting at Arcadia University
CPA/PFS, ChFC, CFE, AEP

Thomas Brinker



https://sntsymposium.com/wp-content/uploads/2016/06/melanie2.jpg
Melanie

Marmion

Partner with the law firm of Fitzwater Law
Fitzwater Law, LLP

Melanie Marmion


https://sntsymposium.com/wp-content/uploads/2017/06/courtney.jpg
Courtney

Kosnik

Tax professional, co-author on taxation for Administering the California Special Needs Trust
Better Business Tax & Accounting

Courtney Kosnik


https://sntsymposium.com/wp-content/uploads/2016/06/ruth-1.jpg
Ruth A.

Phelps

Certified Elder Law Attorney and a Certified Estate Planning, Trust and Probate Specialist.
Phelps Law Group

Ruth A. Phelps


https://sntsymposium.com/wp-content/uploads/2017/10/Terry-magady.jpg
Terry M.

Magady

Chairman of the Elder Law Committee of the Trusts & Estates Section of the Beverly Hills Bar Association
The Elder Law Center

Terry M. Magady



https://sntsymposium.com/wp-content/uploads/2016/06/mark-metzger.jpg
Mark C.

Metzger

Attorney & Practice Advisor for Atticus Inc
Atticus Inc

Mark C. Metzger


Scroll Up