Feb 6-8, 2025
Napa, California
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Speakers
Meet the experts who will be speaking at the 2024 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
Kelly
Berlingeri
Superior Court of California, County of Ventura
Ventura Superior Court
Kelly Berlingeri
Blaine
Brockman
Director of Darby Legal Assistance
Darby Legal Assistance
Blaine Brockman
Susanne
Cohen
Of Counsel, Hahn & Hahn LLP, Trusts & Estates and Litigation Practice Group
Hahn & Hahn LLP
Susanne Cohen
Andrew
De Vries
Founder of Probate Agent Real Estate Services
Probate Agent Real Estate Services
Andrew De Vries
Will
Doyle
Associate Attorney, Kato, Feder and Suzuki, LLP
Kato, Feder and Suzuki, LLP
Will Doyle
Linda S.
Durston
Certified Expert, Estate Planning, Trust and Probate Law
Law Offices of Linda S. Durston
Linda S. Durston
Melanie J.
Emmons
Associate Attorney with Kato, Feder and Suzuki, LLP.
Kato, Feder and Suzuki, LLP.
Melanie J. Emmons
Robyn
Farber
Professional Fiduciary Bureau License #PF946
Robyn Farber and Associates, Inc
Robyn Farber
Teresa
Gorman
Certified Trust & Estate Specialist by the State Bar of California
Fiduciary Real Estate Services
Teresa Gorman
Roxanne
Gunther
Professional fiduciary since 2006
Gunther & Associates
Roxanne Gunther
Hon. Mary
Thornton House
Alternative Resolution Centers
Alternative Resolution Centers (ARC)
Hon. Mary Thornton House
Hon. Kim
Hubbard (Ret)
California Superior Court, Orange County (Ret.).
Orange County Superior (Ret.)
Hon. Kim Hubbard
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
Elijah
Keyes
Founding Attorney Keyes Law Group
Keyes Law Group
Elijah Keyes
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
Francine
Lee
Managing Director, EY US Fiduciary/Trust & Estate Accounting Services
Ernst & Young
Francine Lee
Kimberly
Lee
Founder of Desert Law Group
Desert Law Group
Kimberly Lee
Hon. Ana Maria
Luna
Los Angeles County Superior Court
Superior Court of Los Angeles
Hon. Ana Maria Luna
Hon. Roger
Lund
Appointed Superior Court Judge by Governor Arnold Schwarzenegger in December 2009
Ventura Superior Court
Hon. Roger Lund
Scott M
MacDonald
Founder and leader of the Special Needs Team at Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Scott Macdonald
Nena
Sheldon
Attorney at Law
Law Office of Susan A. Katzen
Nena Sheldon
Meredith
Taylor
Licensed Marriage and Family Therapist and Licensed Professional Fiduciary
IMT Associates
Meredith Taylor
Lauriann
Wright
Founding partner of Wright Kim Douglas, ALC
Wright Kim Douglas, ALC
Lauriann Wright
