Feb 6-8, 2025Napa, California

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Conference

Speakers

Meet the experts who will be speaking at the 2025 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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Madison

Adams

Program Manager, Bay Area Housing Corporation
Program Manager at Bay Area Housing Corporation

Madison Adams
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Vincent

Bonazzoli

Founder, Family Estate Planning Law Group
Family Estate Planning Law Group

Vincent Bonazzoli
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Denise

Cullen

Practice Growth Diagnostic Advisor & Director of Member Services
Atticus

Denise Cullen
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James

Cunningham

Partner, Cunningham Legal
Partner, Cunningham Legal

James Cunningham
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Dan

Cutter

Senior Vice President, Senior Financial Advisor, Merrill
Senior Vice President, Merrill

Dan Cutter
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Heather

Fisher

Owner, Fisher Fiduciary Services
Owner, Fisher Fiduciary Services

Heather Fisher
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Hon. Mary

Thornton House

Alternative Resolution Centers
Alternative Resolution Centers (ARC)

Hon. Mary Thornton House
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Doug

Housman

Law Office of Cain, Cain & Housman
Partner, Law Office of Cain, Cain & Housman

Doug Housman
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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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Elijah

Keyes

Founding Attorney Keyes Law Group
Keyes Law Group

Elijah Keyes
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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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Hon. Ana Maria

Luna

Los Angeles County Superior Court
Superior Court of Los Angeles

Hon. Ana Maria Luna
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Kris

McCann

Executive Director
Bay Area Housing Corporation
Executive Director, Bay Area Housing Corporation

Kris McCann
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Justin

Miller

Partner and the National Director of Wealth Planning at Evercore Wealth Management
Partner, National Director of Wealth Planning, Evercore Wealth Management

Justin Miller
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Joseph M.

Morrill

Attorney Joseph M. Morrill is the founder of Morrill Law in Walnut Creek, California
Founder, Morrill Law

Joseph M. Morrill
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Lisa

Soloway

CEO, Principal Fiduciary
Professional Fiduciary California License No 180
CEO, Principal Fiduciary, Solofid

Lisa Soloway
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Sheri

Sudweeks

Attorney, Partner, Sugai & Sudweeks Law Firm
Partner, Sugai & Sudweeks

Sheri Sudweeks
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Leslie

Sugai

Partner, Sugai & Sudweeks
Partner, Sugai & Sudweeks

Leslie Yarnes Sugai
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Meredith

Taylor

Licensed Marriage and Family Therapist and Licensed Professional Fiduciary
IMT Associates

Meredith Taylor
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Patti

Uplinger

Specializing in housing and future planning for persons with developmental disabilities
Uplinger Consulting

Patti Uplinger