Feb 9-11, 2023Napa, California
Conference

Speakers

Meet the experts who will be speaking at the 2023 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

Acuna

Principal, Acuna Regli LLP
Founder, Acuna Regli LLP

Frank Acuña


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Mike

Amoruso

Managing Director, Amoruso & Amoruso LLP
Amoruso & Amoruso LLP

Mike Amoruso


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Thomas

Brinker

CPA/PFS, ChFC®, ChSNC®, CGMA, CFE, AEP
Professor of Accounting at Arcadia University

Thomas Brinker


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Josh

Brothers

Partner, Brothers & Henderson, P.S
Brothers & Henderson, P.S.

Josh Brothers



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Shannon

Cogan

Director, OCRA and WIPA
Director, OCRA and WIPA

Shannon Cogan


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Ellen

Cookman

Principal of Cookman Law, PC
Principal of Cookman Law, PC

Ellen Cookman


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Cynthia

Cox

Principal, Cox Law Group, Inc.
Principal, Cox Law Group, Inc.

Cynthia Cox


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Daniel

Cutter

Senior Financial Advisor at Merrill Lynch
First Vice President, Merrill Lynch

Daniel Cutter



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Lisa

Hansen

Hansen & Pereira, Professional Fiduciaries
Hansen & Pereira, Professional Fiduciaries

Lisa Hansen


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Hon. Mary

Thornton House

Alternative Resolution Centers
Alternative Resolution Centers (ARC)

Hon. Mary Thornton House


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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

Urbatsch Law Firm
Urbatsch Law Firm

Jessica Jones



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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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Jeremy

Lau

Prudent Investors
Prudent Investors

Jeremy Lau


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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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William

Leiner

Managing Attorney at Disability Rights California
Disability Rights California

William Leiner



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Kerrie

Lloyd

Vice President with Prudent Investors
Prudent Investors

Kerrie Lloyd


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Jessica

Marmolejo

Urbatsch Law Firm
Urbatsch Law Firm

Jessica Marmolejo


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Tracy

Regli

Acuna Regli LLP
Acuna Regli LLP

Tracy Regli


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Lisa

Soloway

CEO, Soloway Fiduciaries
Soloway Fiduciaries

Lisa Soloway



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Meredith

Taylor

Licensed Marriage and Family Therapist and Licensed Professional Fiduciary
IMT Associates

Meredith Taylor


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Peter

Wall

Director, Fiduciary Services True Link Financial
True Link Financial

Peter Wall


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Michael

Walther

CPA, CFP
Oak Wealth Advisors

Michael Walther


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Rebecca

Williford

Acting President & CEO/Deputy Director of Litigation
Disability Rights Advocates (DRA)

Rebecca Williford