Feb 9-11, 2023
Napa, California
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Conference
Speakers
Meet the experts who will be speaking at the 2022 Special Needs Planning Symposium
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
Principal, Acuna Regli LLP
Founder, Acuna Regli LLP
Frank Acuña
Hon. Sandra
Bean
Alameda County Superior Court Judge
Hon. Sandra Bean
Josh
Brothers
Brothers & Henderson, P.S.
Josh Brothers
Daniel
Cutter
Senior Financial Advisor at Merrill Lynch
First Vice President, Merrill Lynch
Daniel Cutter
Andrew
de Vries
Licensed California Real Estate Broker
Probate, estate, trust and conservatorship sales expert
Andrew De Vries, MBA
Will
Doyle
Kato, Feder and Suzuki, LLP
Will Doyle
Jessica
Farinas
Urbatsch Law Firm
Urbatsch Law Firm
Jessica Farinas
Christine
Grabowski
Co-Director of ILS/Private Pay Case Management
Christine Grabowski
Dayn
Holstrom
Managing Partner, Holstrom, Block and Parke
Dayn Holstrom
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
Hon. Daniel
Juarez
LA County Superior Court Judge
Hon. Daniel Juarez
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
Prudent Investment Network
Prudent Investment Network
Jeremy Lau
Gregory J.
Lederman, Esq.
Certified Specialist, Estate Planning, Trust and Probate Law
Law Offices of Gregory J. Lederman
Gregory J. Lederman
Will
Lindahl
Executive Director of CPT Special needs trusts
CPT Special Needs Trusts
Will Lindahl
Daryl
Lynch
Oppenheimer & Co. Inc
Oppenheimer & Co. Inc
Darryl Lynch
Sanford
Mall
JD, CELA, CAP, VA Accredited Attorney
Sanford Mall
Jonathan
Martinis
[Keynote]
Jonathan Martinis
Robert
Nuddleman
Nuddleman Law Firm, P.C.
Nuddleman Law Firm, P.C.
Robert Nuddleman
Ted
Ong
Prudent Investment Network
Prudent Investment Network
Ted Ong
Tracy
Regli
Acuna Regli LLP
Acuna Regli LLP
Tracy Regli
Dennis
Sandoval
Dennis M. Sandoval, P.L.C.
Dennis M. Sandoval, P.L.C.
Dennis M. Sandoval
Cheryl
Severson
Team Risk Management
Cheryl Severson
Lisa
Soloway
President of the East Bay Chapter, Professional Fiduciary
Association of California
INDEPENDENT FIDUCIARY
Lisa Soloway
Meredith
Taylor
Licensed Marriage and Family Therapist and Licensed Professional Fiduciary
IMT Associates
Meredith Taylor
Herb
Thomas
Kairos & Associates
Herb Thomas
