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. Held in Napa, CA at the beautiful Meritage Resort ans Spa, Feb 7-9th, 2020.
Diamond Sponsor
Philips 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
Gold Sponsor
Kairos Fiduciary Services
We are a private fiduciary services firm, specializing in a broad range of financial and care management services for seniors and people with disabilities
We are a private fiduciary services firm, specializing in a broad range of financial and care management services for seniors and people with disabilities
Gold Sponsor
ACUÑA ❖ REGLI
A multi-generational estate planning firm that will be here when your family needs us to protect your legacy.
A multi-generational estate planning firm that will be here when your family needs us to protect your legacy.
Gold Sponsor
HearthStone
Private Wealth Management
Objective, fee-only investment management and advisory services for trustees, guardians and conservators. All fiduciary, all the time.®
Private Wealth Management
Objective, fee-only investment management and advisory services for trustees, guardians and conservators. All fiduciary, all the time.®
Silver Sponsor
Prudent Investors Network
For over two decades, Prudent Investors Network (PIN) has managed assets for fiduciaries, guardians and individual investors who need low-risk investment management in conjunction with growth of principal.
For over two decades, Prudent Investors Network (PIN) has managed assets for fiduciaries, guardians and individual investors who need low-risk investment management in conjunction with growth of principal.
Silver Sponsor
Legacy Enhancement
POOLED SPECIAL NEEDS TRUSTS
Helping Disabled & Special Needs Individuals Secure a Better Future
POOLED SPECIAL NEEDS TRUSTS
Helping Disabled & Special Needs Individuals Secure a Better Future
Silver Sponsor
Morrill Law Firm
At Morrill Law, our primary goal is protecting and preserving your family’s assets and legacy throughout the legal process.
At Morrill Law, our primary goal is protecting and preserving your family’s assets and legacy throughout the legal process.
Bronze Sponsor
Nurse Registry
Get peace of mind with a Skilled Nurse from Northern California’s leading provider of skilled nursing care.
Get peace of mind with a Skilled Nurse from Northern California’s leading provider of skilled nursing care.
Bronze Sponsor
Mass Mutual SpecialCare
Caring for a Loved One with Special Needs Entails SpecialCare
Caring for a Loved One with Special Needs Entails SpecialCare
Bronze Sponsor
Ametros
We’re here to help you manage your future medical funds, save money, and live worry-free.
We’re here to help you manage your future medical funds, save money, and live worry-free.
Bronze Sponsor
ARDEN TRUST
Arden Trust Company provides industry-leading personal trust services designed to evolve with your family’s needs and support you for generations.
Arden Trust Company provides industry-leading personal trust services designed to evolve with your family’s needs and support you for generations.
Keynote Sponsor
National Care Advisors
We turn the overwhelming task of charting the future into a clear, comprehensive life care plan for individuals with special needs.
We turn the overwhelming task of charting the future into a clear, comprehensive life care plan for individuals with special needs.
Welcome Sponsor
RW Baird The Alcaine Halterbeck Group
Provides personal, comprehensive wealth management for high-net-worth individuals, families and trusts based on more than 35 years of combined experience and a true understanding of each client’s unique situation and goals.
Provides personal, comprehensive wealth management for high-net-worth individuals, families and trusts based on more than 35 years of combined experience and a true understanding of each client’s unique situation and goals.
Pre-Session Fiduciary Sponsor
Professional Fiduciary Association of California (PFAC)
Education, Advocacy and Advancement for Professional Fiduciaries
Education, Advocacy and Advancement for Professional Fiduciaries
Pre-Session Attorney Sponsor
Manufacturer’s Bank
Five decades of serving the California middle market
Five decades of serving the California middle market
Pocket Agenda Sponsor
Medivest Settlement Services, Inc
Medivest is a leading provider of Medicare Secondary Payer (MSP) compliance solutions to the workers’ compensation and general liability industry.
Medivest is a leading provider of Medicare Secondary Payer (MSP) compliance solutions to the workers’ compensation and general liability industry.
AV/Meal/Break Sponsor
The Pacific Paragon Group at Morgan Stanley
Pacific Paragon Group at Morgan Stanley, formerly The Terhune Group, has been helping individual investors make wise practical financial decisions since 1986.
Pacific Paragon Group at Morgan Stanley, formerly The Terhune Group, has been helping individual investors make wise practical financial decisions since 1986.
Coffee/Beverage Sponsor
Team Risk
AS THE EMPLOYER OF RECORD, TEAM PROVIDES A SINGLE, SEAMLESS SOLUTION TO BOTH THE ADMINISTRATIVE AND LIABILITY CHALLENGES FACED BY FIDUCIARIES.
AS THE EMPLOYER OF RECORD, TEAM PROVIDES A SINGLE, SEAMLESS SOLUTION TO BOTH THE ADMINISTRATIVE AND LIABILITY CHALLENGES FACED BY FIDUCIARIES.
Coffee/Beverage Sponsor
The Organized One
We help people handle their personal property in times of loss or change.
We help people handle their personal property in times of loss or change.
Coffee/Beverage Sponsor
Michael Stevens
California Bay Area Probate, Trust & Conservatorship Real Estate Services
California Bay Area Probate, Trust & Conservatorship Real Estate Services
Break Sponsor
Hahn & Hahn LLP
Now in its second century, the firm retains its long traditions of integrity, service, and excellence in the practice of law while looking ahead to the changing needs of our community in the 21st century.
Now in its second century, the firm retains its long traditions of integrity, service, and excellence in the practice of law while looking ahead to the changing needs of our community in the 21st century.
Academy of Special Needs Planners
ACUÑA REGLI
Ametros
Andrew De Vries, MBA
Arden Trust
At Home Living Solutions
City National Bank
Colvent Group
Commonwealth Community Trust
Compassionate Community Care
Continuity Care Home Nurses, Inc.
CPT Institute
Eldercounsel
Fremont Bank
HearthStone
Ibar Special Needs Trust Advisors
Kairos Fiduciary Services
Legacy Enhancement Trust
Manufacturer’s Bank
Mass Mutual: Special Care
Medi-Cal Consulting Services
Merrill Lynch Special Needs Team
Michael Stephens: Real Estate
Morrill Law firm
National Care Advisors
NurseRegistry
Phillips Bonding
Professional Fiduciary Association of California (PFAC)
Prudent Investors Network
Think2Age
True Link Financial
Urbatsch Law Firm, PC
Vital Medical Solutions
Wells Fargo Bank
ACUÑA REGLI
Ametros
Andrew De Vries, MBA
Arden Trust
At Home Living Solutions
City National Bank
Colvent Group
Commonwealth Community Trust
Compassionate Community Care
Continuity Care Home Nurses, Inc.
CPT Institute
Eldercounsel
Fremont Bank
HearthStone
Ibar Special Needs Trust Advisors
Kairos Fiduciary Services
Legacy Enhancement Trust
Manufacturer’s Bank
Mass Mutual: Special Care
Medi-Cal Consulting Services
Merrill Lynch Special Needs Team
Michael Stephens: Real Estate
Morrill Law firm
National Care Advisors
NurseRegistry
Phillips Bonding
Professional Fiduciary Association of California (PFAC)
Prudent Investors Network
Think2Age
True Link Financial
Urbatsch Law Firm, PC
Vital Medical Solutions
Wells Fargo Bank