Feb 5-7, 2026Napa, California
2026
Sponsors
Thank you to all of our sponsors for being part of this great event! OUR 10th ANNUAL SNT SYMPOSIUM
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, 2026.
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
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
Lanyard Sponsor
Prudent Investors
For more than three decades, fiduciaries, families, and individuals have entrusted us in helping them make financial decisions to shape their futures and protect their legacies.
For more than three decades, fiduciaries, families, and individuals have entrusted us in helping them make financial decisions to shape their futures and protect their legacies.
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
AcuĂąa Regli
Dedicated to Protecting Your Familyâs Personal and Professional Assets
Dedicated to Protecting Your Familyâs Personal and Professional Assets
Silver Sponsor
Index Fund Advisors, Inc.
Explore the advantages of a passive index investing strategy.
An IFA wealth advisor provides invaluable guidance in helping you accomplish your financial goals.
Explore the advantages of a passive index investing strategy.
An IFA wealth advisor provides invaluable guidance in helping you accomplish your financial goals.
Silver Sponsor
Legacy Enhancement
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
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
Conference Swag Sponsor
Exchange Bank
At Exchange Bank, weâre different from other national and regional banks. Banking with us means supporting the people and businesses in our community. Since 1890.
At Exchange Bank, weâre different from other national and regional banks. Banking with us means supporting the people and businesses in our community. Since 1890.
Scholarship Sponsor
Storz Court Accounting Services, LLC
Storz Court Accounting Services, LLC, provides fiduciary accounting services to a broad range of clients across California.
Storz Court Accounting Services, LLC, provides fiduciary accounting services to a broad range of clients across California.
Pocket Agenda Sponsor
Hahn & Hahn, LLP
Hahn & Hahn LLP is your steadfast legal partner, helping you navigate change and opportunity. Our compassionate advocates bring counsel to a variety of organizations, families and individuals.
Hahn & Hahn LLP is your steadfast legal partner, helping you navigate change and opportunity. Our compassionate advocates bring counsel to a variety of organizations, families and individuals.
Wifi Sponsor
Soloway Fiduciaries, Inc
We provide a local, community-based, accessible solution to the aging and disabled population in need of fiduciary services.
We provide a local, community-based, accessible solution to the aging and disabled population in need of fiduciary services.
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.
Break Sponsor
ARC – Alternative Resolution Centers
Accessible, Reliable & Convenient Dispute Resolution Services. Arbitration and Mediation Services.
Accessible, Reliable & Convenient Dispute Resolution Services. Arbitration and Mediation Services.
Beverage Sponsor
CalPrivate Bank
A Distinctly Different⢠Banking Experience. Unparalleled service and creative funding solutions for individuals and businesses with complex financial needs
A Distinctly Different⢠Banking Experience. Unparalleled service and creative funding solutions for individuals and businesses with complex financial needs
2026 Symposium
Exhibitors
Academy of Special Needs Planners
AcuĂąa Regli, LLP
Andrew De Vries, MBA
Ascend Healthcare
Aspiriant
Brooksbank Fiduciary Services
CalABLE
California Probate Group, LLC
Colvent Group
Court Investment Services
CPT Institute
Dani Plan
Dunham Trust
East Bay Innovations
East West Bank
Fiduciary Accounting Services, LLC
First Citizens Bank
Geffen Real Estate
Index Fund Advisors
Koplin Consulting
AcuĂąa Regli, LLP
Andrew De Vries, MBA
Ascend Healthcare
Aspiriant
Brooksbank Fiduciary Services
CalABLE
California Probate Group, LLC
Colvent Group
Court Investment Services
CPT Institute
Dani Plan
Dunham Trust
East Bay Innovations
East West Bank
Fiduciary Accounting Services, LLC
First Citizens Bank
Geffen Real Estate
Index Fund Advisors
Koplin Consulting
Legacy Enhancement
Mass Mutual Special Care
Medivest
Merrill Lynch Special Needs Team
Michael Stephens
Moving to Mastery
National Care Advisors
Nurse Registry
Oaks of Hebron
Peak Trust Company
Phillips Bonding & Insurance Agency, Inc.
Prudent Investors
Professional Fiduciary Association of California
Rehabilitation Care Coordination
Specularis Medical
The Lynch Group of Oppenheimer & Co. Inc.
Trust Law Partners, LLP
True Link Financial
Watson & Son, Inc.
WealthCounsel
Mass Mutual Special Care
Medivest
Merrill Lynch Special Needs Team
Michael Stephens
Moving to Mastery
National Care Advisors
Nurse Registry
Oaks of Hebron
Peak Trust Company
Phillips Bonding & Insurance Agency, Inc.
Prudent Investors
Professional Fiduciary Association of California
Rehabilitation Care Coordination
Specularis Medical
The Lynch Group of Oppenheimer & Co. Inc.
Trust Law Partners, LLP
True Link Financial
Watson & Son, Inc.
WealthCounsel