Meet the experts who will be speaking at the 2020 Special Needs Planning Symposium
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
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
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
Frank
Acuna
Acuna Regli
Frank Acuna
Joe Anderson
Medivest
VP of Business Development
Medivest
Joe Anderson
Fay
Blix
Law Offices of Fay Blix
Law Office of Fay Blix
Fay Blix, Esq.
Susanne
Cohen
Special needs planning, conservatorships and trust administration
Hahn & Hahn LLP
Susanne B. Cohen
Daniel
Cutter
Senior Financial Advisor at Merrill Lynch
First Vice President, Merrill Lynch
Daniel Cutter
Andrew
Devries
Probate, Trust and Conservatorship Real Estate Broker
Probate, Trust and Conservatorship Real Estate Broker
Andrew Devries, MBA
Jessica
Farinas
Urbatsch Law Firm
Urbatsch Law Firm
Jessica Farinas
Carolina
Fierro
Vice President
Special Needs Trust Advisory Specialist – Special Needs Trust Services
Wells Fargo
Carolina Fierro
Stephen B.
Halterbeck
PRIVATE WEALTH MANAGEMENT
The Alcaine Halterbeck Group Private Wealth Management
Stephen B. Halterbeck
Lee Ann
Hitchman
California Licensed Professional Fiduciary
Hitchman Fiduciaries
Lee Ann Hitchman
Hon. Mary
Thornton House
Alternative Resolution Centers
Alternative Resolution Centers (ARC)
Hon. Mary Thornton House
James
Huyck
Jim Huyck has over 40 years experience working with people with disabilities, primarily those with Developmental Disabilities.
Huyck Consulting
James Huyck
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
Jeremy
Lau
President and CIO
Prudent Investors Network
Jeremy Lau
Gregory J.
Lederman, Esq.
Certified Specialist, Estate Planning, Trust and Probate Law
