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 22-24, 2024.
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
National 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.
We are a national nurse consulting firm providing life care planning, quality of life assessment, cost analysis, benefits management and case management services.
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.
Bronze Sponsor
CPT Institute
Providing education and training to the legal community on preserving government benefits for the injured and at risk.
Providing education and training to the legal community on preserving government benefits for the injured and at risk.
Bronze Sponsor
Mass Mutual – Special Care
Caring for a loved one with special needs requires SpecialCare
Caring for a loved one with special needs requires SpecialCare
Bronze Sponsor
The Million Dollar Solution
We Transform Elder Law and Estate Planning Attorneys Across the Country.
We Transform Elder Law and Estate Planning Attorneys Across the Country.
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
Break Sponsor
Medivest Benefit Advisors, Inc.
For over 25 years Medivest has been helping our clients navigate the complexities of MSP Compliance.
For over 25 years Medivest has been helping our clients navigate the complexities of MSP Compliance.
Break Sponsor
21st Century Care Solutions
We are a small intervention based Care Management and Fiduciary Services team located in the East Bay of the San Francisco Bay Area.
We are a small intervention based Care Management and Fiduciary Services team located in the East Bay of the San Francisco Bay Area.
Break Sponsor
Aspirant
A leading independent wealth management firm for forward-thinking families
A leading independent wealth management firm for forward-thinking families
Exhibitors
Academy of Special Needs Planners
Acuña Regli
Andrew De Vries, MBA
Aspiriant
Colvent Group
Continuity Care Home Nurses, Inc.
CPT Institute
Echo45 Advisors
Exchange Bank
Geffen Real Estate
Hummingbird Project
Intero Max and Amy de Vries Realtors
Legacy Enhancement Trust
Lynch Group of Oppenheimer & Co. Inc.
Mass Mutual – Special Care
Medivest Benefit Advisors, Inc.
Merrill Lynch
Michael J. Stephens, Corcoran – Global Living
National Care Advisors
Phillips Bonding & Insurance Agency, Inc.
Professional Fiduciary Association of California (PFAC)
Prudent Investors
Sage Eldercare Solutions
Special Considerations
The American College of Financial Services
The Master Trust of California
The Million Dollar Solution
The Urbatsch Law Firm, P.C.
True Link Financial
Trust Properties USA
Watson & Son
Wealthcounsel
Wells Fargo Bank