Feb 18-20, 2021Napa, CA
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 and Spa, Feb 18-20, 2021.

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Diamond Sponsor

Philips Bonding & Insurance Agency, Inc.
Probate & Fiduciary Bonds
Executor, Administrator, Conservator, Guardian, Trustee, Preliminary Distribution

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Platinum Sponsor

Andrew De Vries, MBA
Residential, Commercial, Probate, Estate, Trust & Conservatorship Real Estate Broker.
Berkshire Hathaway | Franciscan Properties

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Lanyard Sponsor

Merrill Lynch Special Needs Team
Scott MacDonald & Dan Cutter

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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

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Gold Sponsor

ANational Care Advisors
We are a national nurse consulting firm providing life care planning, quality of life assessment, cost analysis, benefits management and case management services.

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Gold Sponsor

Hearthstone
Private Wealth Management- We dedicate our work to giving clients the best opportunity to make intelligent financial decisions.

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Silver Sponsor

ACUÑA ❖ REGLI
A multi-generational estate planning firm that will be here when your family needs us to protect your legacy.

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Silver Sponsor

Prudent Investors
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.

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Bronze Sponsor

Ibar Special Needs Trust Advisors
Providing specialized services and support for the special needs community

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Bronze Sponsor

Mass Mutual
Advisory and Trust Services

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Welcome Sponsor

Legacy Enhancement Trust
We Provide Nationwide Assistance For The Benefit Of The Disabled, Special Needs Individuals, And Their Caregivers.

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Pre-Session Fiduciary Sponsor

Professional Fiduciary Association of California
Education, Advocacy and Advancement for Professional Fiduciaries

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AV Sponsor

Medivest Benefit Advisors, Inc.
MSP Compliance Solutions

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Pocket Agenda Sponsor

Michael J. Stephens, REALTOR HIGHLAND PARTNERS
Probate and Estate Specialist

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WiFi Sponsor

Michael J. Stephens, REALTOR HIGHLAND PARTNERS
Probate and Estate Specialist

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Meal Sponsor

Michael J. Stephens, REALTOR HIGHLAND PARTNERS
Probate and Estate Specialist

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Break Sponsor

Michael J. Stephens, REALTOR HIGHLAND PARTNERS
Probate and Estate Specialist

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Coffee/Beverage Sponsor

Wells Fargo Bank

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Coffee/Beverage Sponsor

Michael J. Stephens, REALTOR HIGHLAND PARTNERS
Probate and Estate Specialist

Visit Website

https://sntsymposium.com/wp-content/uploads/2015/12/Marketing-logo-Michael-Stephens-on-black.jpg

Andrew De Vries, MBA
Fremont Bank
Hearthstone Private Wealth Management
Ibar Special Needs Trust Advisors
Kairos Fiduciary Services
Mass Mutual
Merrill Lynch Special Needs Team
National Care Advisors
Phillips Bonding & Insurance Agency, Inc.
Prudent Investors
Team Risk Management Strategies, LLC
Wells Fargo

Exhibitors



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