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.

View Sponsorship Opportunities


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

Herb Thomas and Associates
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

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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Gold Sponsor

HearthStone
Private Wealth Management
Objective, fee-only investment management and advisory services for trustees, guardians and conservators. All fiduciary, all the time.®

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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.

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Silver Sponsor

Legacy Enhancement
POOLED SPECIAL NEEDS TRUSTS
Helping Disabled & Special Needs Individuals Secure a Better Future

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Bronze Sponsor

Nurse Registry
Get peace of mind with a Skilled Nurse from Northern California’s leading provider of skilled nursing care.

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Bronze Sponsor

Mass Mutual SpecialCare
Caring for a Loved One with Special Needs Entails SpecialCare

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Bronze Sponsor

Think2Age
Medicare benefits consultant and adviser

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Bronze Sponsor

Ibar
Special Needs Trust Advisors

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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.

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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.

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Wifi Sponsor

Soloway Fiduciaries
Non-Institutional Trust and Estate Management

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Pre-Session Fiduciary Sponsor

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

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Pre-Session Attorney Sponsor

Manufacturer’s Bank
Five decades of serving the California middle market

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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.

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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.

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Coffee/Beverage Sponsor

The Organized One
We help people handle their personal property in times of loss or change.

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Coffee/Beverage Sponsor

Michael Stevens
California Bay Area Probate, Trust & Conservatorship Real Estate Services

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Meal Sponsor

Open Advisors
Jon Elfin, Wealth Planner, CRPC, MBA

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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.

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Academy of Special Needs Planners
ACUÑA REGLI
Andrew De Vries, MBA
At Home Living Solutions
City National Bank
Commonwealth Community Trust
Compassionate Community Care
Continuity Care Home Nurses, Inc.
Eldercounsel
Fremont Bank
HearthStone
Herb Thomas and Associates
Ibar Special Needs Trust Advisors
Legacy Enhancement Trust
Manufacturer’s Bank
Mass Mutual: Special Care
Medi-Cal Consulting Services
Merrill Lynch Special Needs Team
Michael Stephens: Real Estate
National Care Advisors
NurseRegistry
Phillips Bonding
Professional Fiduciary Association of California (PFAC)
Prudent Investors Network
Synergy Settlement Services
Think2Age
True Link Financial
Urbatsch Law Firm, PC
Vital Medical
Wells Fargo Bank


Exhibitors



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