Our
Sponsors
Thank you to all of our sponsors for being part of this great event!
opportunity
Become a Sponsor/Exhibitor
Get your company or brand in front of leading fiduciaries and special needs attorneys during this intimate event. Feb 6-8, 2025.
Diamond Sponsor
Phillips Bonding & Insurance Agency, Inc.
Probate & Fiduciary Bonds
Executor, Administrator, Conservator, Guardian, Trustee, Preliminary Distribution
Probate & Fiduciary Bonds
Executor, Administrator, Conservator, Guardian, Trustee, Preliminary Distribution
Platinum Sponsor
Andrew De Vries, MBA
Residential, Commercial, Probate, Estate, Trust & Conservatorship Real Estate Broker.
Berkshire Hathaway | Franciscan Properties
Residential, Commercial, Probate, Estate, Trust & Conservatorship Real Estate Broker.
Berkshire Hathaway | Franciscan Properties
Lanyard Sponsor
Prudent Investors
Specializing in asset management for both professional fiduciaries (trustees, guardians, and conservators) and households seeking diversified investment solutions.
Specializing in asset management for both professional fiduciaries (trustees, guardians, and conservators) and households seeking diversified investment solutions.
Online Streaming/App Sponsor
True Link Financial
Families and professionals rely on True Link to help manage and protect the finances of the people they support
Families and professionals rely on True Link to help manage and protect the finances of the people they support
Gold Sponsor
CPT Institute
For over 25 years, we served over 10,000 clients across 48 states as one of the lowest cost national non-profit trustee.
For over 25 years, we served over 10,000 clients across 48 states as one of the lowest cost national non-profit trustee.
Gold Sponsor
Acuña Regli
Dedicated to Protecting Your Familyâs Personal and Professional Assets
Dedicated to Protecting Your Familyâs Personal and Professional Assets
Silver Sponsor
Legacy Enhancement Trust
We Provide Nationwide Assistance For The Benefit Of The Disabled, Special Needs Individuals, And Their Caregivers.
We Provide Nationwide Assistance For The Benefit Of The Disabled, Special Needs Individuals, And Their Caregivers.
Welcome Sponsor
Aspiriant
A leading independent wealth management firm for forward-thinking families.
A leading independent wealth management firm for forward-thinking families.
Pre-Session Fiduciary Sponsor
Professional Fiduciary Association of California
Education, Advocacy and Advancement for Professional Fiduciaries
Education, Advocacy and Advancement for Professional Fiduciaries
Pre-Session Attorney Sponsor
Fisher Fiduciary Services, Inc.
Special Needs Trusts and Settlement Trusts Administration
Special Needs Trusts and Settlement Trusts Administration
Flash Drive Sponsor
Alternative Resolution Centers (ARC)
One of Californiaâs First and longest standing private dispute resolution providers.
One of Californiaâs First and longest standing private dispute resolution providers.
CLE & CE Sponsor
Storz Court Accounting Services
We specialize in court accountings for Conservatorships, Revocable and Irrevocable Trusts, Special Needs Trusts, and Estates.
We specialize in court accountings for Conservatorships, Revocable and Irrevocable Trusts, Special Needs Trusts, and Estates.
Wifi Sponsor
Community Trust and Investment
CTIC’s Wealth and Trust Management team is a complete client relationship and service team.
CTIC’s Wealth and Trust Management team is a complete client relationship and service team.
Meal Sponsor
Bishop Fiduciary Services
Bishop Fiduciary Services has over 20 years experience in delivering trust administration services
Bishop Fiduciary Services has over 20 years experience in delivering trust administration services
Virtual Break Sponsor
Alliance Berstein
As a global investment firm, we foster diverse perspectives and embrace innovation to help our clients navigate the uncertainty of capital markets.
As a global investment firm, we foster diverse perspectives and embrace innovation to help our clients navigate the uncertainty of capital markets.
Coffee/Beverage Sponsor
Rehabilitation Care Coordination
For the past thirty years we have been the premier provider of Life Care Planning and Long-Term Case Management.
For the past thirty years we have been the premier provider of Life Care Planning and Long-Term Case Management.
Coffee/Beverage Sponsor
Mass Mutual
SpecialCare is a MassMutual program that provides access to information and resources to families with dependents of any age who have special needs.
SpecialCare is a MassMutual program that provides access to information and resources to families with dependents of any age who have special needs.
Espresso Bar Sponsor
Campbell Green LLP
An experienced trust and estate law firm that provides personal service for our clientâs individual needs.
An experienced trust and estate law firm that provides personal service for our clientâs individual needs.
Exhibitors
Academy of Special Needs Planners
Acuña Regli
Andrew De Vries, MBA
Aspirant
Brooksbank Fiduciary Services
CalABLE
Cal Private Bank
CEB (Continuing Education of the Bar)
Colvent Group Inc.
Continuity Care Home Nurses, Inc
CPT Institute
East West Bank
Emerald City Productions
Fiduciary Accounting Services, LLC
Geffen Real Estate
Index Fund Advisors, Inc.
Intero Max and Amy de Vries Realtors
Koplin Consulting
Legacy Enhancement Trust
Lynch Group of Oppenheimer & Co. Inc.
Mass Mutual Special Care
Merrill Lynch
Michael J. Stephens, Corcoran â Icon Properties
Midwest Trust
Moving to Mastery, LLC
National Care Advisors
Phillips Bonding & Insurance Agency, Inc.
Professional Fiduciary Association of California (PFAC)
Prudent Investors
Rehabilitation Care Coordination
Team Risk Management Strategies
The Urbatsch Law Firm, P.C.
True Link Financial
Ultimate Estate Planner
Wealthcounsel