Feb 22-24, 2024
Napa, California
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Speakers
Meet the experts who will be speaking at the 2023 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
Mike
Amoruso
Managing Director, Amoruso & Amoruso LLP
Amoruso & Amoruso LLP
Mike Amoruso
Paul
Bartschi
Senior Financial Advisor and Vice President with the Special Needs Team at Merrill
Lynch.
Merrill Lynch
Paul Bartschi
Thomas
Brinker
CPA/PFS, ChFC®, ChSNC®, CGMA, CFE, AEP
Professor of Accounting at Arcadia University
Thomas Brinker
Josh
Brothers
Partner, Brothers & Henderson, P.S
Brothers & Henderson, P.S.
Josh Brothers
Shannon
Cogan
Director, OCRA and WIPA
Director, OCRA and WIPA
Shannon Cogan
Ellen
Cookman
Principal of Cookman Law, PC
Principal of Cookman Law, PC
Ellen Cookman
Cynthia
Cox
Principal, Cox Law Group, Inc.
Principal, Cox Law Group, Inc.
Cynthia Cox
Donovan
Filpi
Wealth Management Advisor at Merrill Lynch
First Vice President, Merrill Lynch
Donovan Filpi
Lisa
Hansen
Hansen & Pereira, Professional Fiduciaries
Hansen & Pereira, Professional Fiduciaries
Lisa Hansen
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
Jessica
Jones
Urbatsch Law Firm
Urbatsch Law Firm
Jessica Jones
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 Investors
Prudent Investors
Jeremy Lau
Gregory J.
Lederman, Esq.
Certified Specialist, Estate Planning, Trust and Probate Law
Rodnunsky & Associates
Gregory J. Lederman
William
Leiner
Managing Attorney at Disability Rights California
Disability Rights California
William Leiner
Kerrie
Lloyd
Vice President with Prudent Investors
Prudent Investors
Kerrie Lloyd
Jessica
Marmolejo
Urbatsch Law Firm
Urbatsch Law Firm
Jessica Marmolejo
Tracy
Regli
Acuna Regli LLP
Acuna Regli LLP
Tracy Regli
Lisa
Soloway
CEO, Soloway Fiduciaries
Soloway Fiduciaries
Lisa Soloway
Meredith
Taylor
Licensed Marriage and Family Therapist and Licensed Professional Fiduciary
IMT Associates
Meredith Taylor
Peter
Wall
Director, Fiduciary Services True Link Financial
True Link Financial
Peter Wall
Michael
Walther
CPA, CFP
Oak Wealth Advisors
Michael Walther
Rebecca
Williford
Acting President & CEO/Deputy Director of Litigation
Disability Rights Advocates (DRA)
Rebecca Williford
