Speakers

Founding partner of ACUÑA ❖ REGLI, LLP.

CFP®, CDFA®, ChSNC®, CEPA®. President of STARCARE and an LPL Registered Principal, helping families with complex financial planning since 1998.

Licensed fiduciary since 2010, handling complex trusts and estates, conservatorships, and powers of attorney. Member of PFAC and EBTEL.

Founding Partner, Brothers & Henderson, P.S.

Attorney at Hahn & Hahn LLP in Pasadena, working in estate and special needs planning, conservatorships, and elder financial abuse litigation.

Advises entrepreneurs, executives, and families on family wealth, business succession, and federal estate, gift, and generation-skipping tax planning.

Senior Vice President, Senior Financial Advisor, Merrill

Shareholder handling probate, trust, and business litigation since 2009, including conservatorship, guardianship, and financial elder abuse matters.

Associate Attorney, Kato, Feder and Suzuki, LLP

Estate planning, probate, and conservatorship attorney. Member of the Academy of Special Needs Planners and board member of the Northern California NAELA chapter.

CFA®. Investment management and financial planning at STARCARE since 2009, with extensive experience in special needs planning and trust administration.

Owner, Fisher Fiduciary Services

AI Compliance and Ethics Attorney with more than 20 years of California trial experience. Teaches the State Bar-approved CLE course AI Ethics for Attorneys.

Executive Director of CANHR, a California non-profit advocacy organization dedicated to improving the quality and accessibility of long-term care options.

RN, BSN, PHN, CCM. Regional Manager at National Care Advisors, leading a team of nurse consultants across California.

Retired in 2018 after 22 years on the Los Angeles Superior Court, presiding in the Civil and Probate departments.

Retired after 15 years on the Orange County Superior Court, presiding in the Family Law and Probate departments.

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

The Urbatsch Law Firm P.C.

RN, BSN, CRRN
President of National Care Advisors – a firm dedicated to providing consulting services for attorneys, financial planners and trustees.

Prudent Investors

Certified Specialist, Estate Planning, Trust and Probate Law

Presides over the long cause probate calendar in Los Angeles. Past president of the Latino Judges of California and a former member of the Judicial Council.

Ventura County Superior Court judge since 2009 and Presiding Probate Judge from 2018 to 2026. Named 2022 Judge of the Year by the VCTLA.

Executive Director of CalABLE since April 2024, focused on supporting personal and financial independence in the disability community.

Leads ABLE Today, engaging the disability community through national outreach and partnerships to raise awareness of ABLE accounts.

MA, ChSNC®. Head of SpecialCare at MassMutual, leading a national network of nearly 400 Special Care Planners.

J.D. Director of Public Policy at NACDD, representing the 56 state and territorial Councils on Developmental Disabilities.

Senior Wealth Planner in the Chicago Multi-Family Office of BBH and a fellow of the American College of Trust and Estate Counsel.

Founding Partner of Acuña ❖ Regli.

California Licensed Professional Fiduciary practicing independently since 2005 and founder of Soloway Fiduciaries, Inc.

Founder of J. L. Williamson Law Group, focused on asset protection, elder law, tax planning, and federal tax controversy.

Award-winning probate litigator and expert witness in Glendale with 30 years of experience in probate, estate planning, and trust litigation.