Conference

Speakers

Meet the experts who will be speaking at the 2019 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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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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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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Susanne

Cohen

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

Susanne B. Cohen


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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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Courtney

Kosnik

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

Courtney Kosnik



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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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Tracy

Regli

Acuna Regli

Tracy Regli


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Frank

Acuna

Acuna Regli

Frank Acuna



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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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Joyce

Anthony

Principal of Prime Fiduciary Services, LLC
Prime Fiduciary Services, LLC

Joyce Anthony


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Barbara

deVries

Life Management Associates
Life Management Associates

Barbara deVries


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Cassidy

Chivers

Hinshaw Culbertson LLP
Hinshaw Culbertson LLP

Cassidy Chivers


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Edward

Donohue

Hinshaw & Culbertson
Hinshaw & Culbertson

Edward Donohue





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