Feb 5-7, 2026Napa, California
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Conference

Speakers

Meet the experts who will be speaking at the 2026 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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Frank

Acuña

Founding partner of ACUÑA ❖ REGLI, LLP.
Founding partner of ACUÑA ❖ REGLI, LLP.

Frank AcuÑa
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Dawn

Barnes

Senior Human Resources Professional
Senior Human Resources Professional

Dawn Barnes
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Tricia

Beckmann

Public Policy Advisor
Public Policy Advisor

Tricia Beckmann
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Dan

Cutter

Senior Vice President, Senior Financial Advisor, Merrill
Senior Vice President, Merrill

Dan Cutter
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Andrew

De Vries

Probate Agent Real Estate ServicesÂŽ
Founder, Probate Agent Real Estate ServicesÂŽ

Andrew De Vries
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Lianne

Dumas

San Francisco City Attorney’s Office
Deputy City Attorney, San Francisco City Attorney’s Office

Lianne Dumas, esq.
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Donovan

Filpi

Merrill Lynch Wealth Management
Senior Vice President at Merrill Lynch Wealth Management

Donovan Filpi

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Heather

Fisher

Owner, Fisher Fiduciary Services
Owner, Fisher Fiduciary Services

Heather Fisher
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Deborah

Fox Probate Group

Deborah L. Fox is the f
Founding principal of Fox Probate Group

Deborah L. Fox
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Maura

Gibney

Executive Director of California Advocates for Nursing Home Reform (CANHR)
Executive Director of CANHR

Maura Gibney, MSW
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Mercy

Hall

Principal of Hall Law Firm, P.C
Principal of Hall Law Firm, P.C

Mercy Hall, Esq.
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Hon. Mary

Thornton House

Alternative Resolution Centers
Alternative Resolution Centers (ARC)

Hon. Mary Thornton House
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Kim

Hubbard

Orange County Superior Court Judge (Ret)
Orange County Superior Court

Judge Kim Hubbard, Ret.
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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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Jessica

Jones

The Urbatsch Law Firm P.C.
Urbatsch Law Firm, PC.

Jessica Jones, Esq.
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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
Rodnunsky & Associates

Gregory J. Lederman
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Judge Roger

Lund

Superior Court of Ventura County
Superior Court of Ventura

Judge Roger Lund
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M. Justin

McDermott

Law Offices of Stuart D. Zimring
M. Justin McDermott

Law Offices of Stuart D. Zimring

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Robert

Nuddleman

Nuddleman Law Firm, P.C.
Robert Nuddleman

Nuddleman Law Firm, P.C.
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Eric

Ochmanek

Program Director of ABLE Today
ABLE Today

Eric Ochmanek
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Anne

Osborne

CalABLE Deputy Executive Director
CalABLE

Anne Osborne
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Tracy M.

Potts

Principal of Legacy Law Group
Legacy Law Group

Tracy M. Potts
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Tracy

Regli

Founding Partner of Acuña ❖ Regli.
Acuna Regli

Tracy Regli
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Kristen

Sabo

Director of Education at National Care Advisors
National Care Advisors

Kristen Sabo
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Michelle

Stowell

Certified Family Law Specialist, Board Of Legal Specialization, State Bar Of
California
Purcell Stowell PC

Michelle Stowell
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Meredith

Taylor

Licensed Marriage and Family Therapist and Licensed Professional Fiduciary
IMT Associates

Meredith Taylor
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Elliot

Vice

Legislative and Regulatory Policy
Faegre Drinker

Elliot Vice
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Cynthia

Waterson, Esq.

Special Needs Law Specialist
Waterson Huth & Associates

Cynthia J. Waterson, Esq.
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Stuart D.

Zimring

Elder Law Specialist
Law Offices of Stuart D. Zimring

Stuart D. Zimring