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 9-11, 2023.
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
Lanyard 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
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.
Gold Sponsor
Ibar Special Needs Trust Advisors
We provide advisory services for special needs trusts (SNT) incorporated as part of a personal injury litigation and estate planning for families with a loved one who has special needs.
We provide advisory services for special needs trusts (SNT) incorporated as part of a personal injury litigation and estate planning for families with a loved one who has special needs.
Gold Sponsor
Michael J. Stephens, REALTOR HIGHLAND PARTNERS
California Bay Area Probate & Trust Real Estate Services
California Bay Area Probate & Trust Real Estate Services
Silver Sponsor
ACUĂ‘A âť– 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.
Silver Sponsor
Morrill Law
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
Silver Sponsor
The Best Notary
Instant appointment with a mobile notary public anywhere in the United States, 24 hours a day / 7 days a week.
Instant appointment with a mobile notary public anywhere in the United States, 24 hours a day / 7 days a week.
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.
Welcome 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.
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
Kairos Fiduciary Services
Special Needs Trusts and Settlement Trusts Administration
Special Needs Trusts and Settlement Trusts Administration
Flashdrive Conference Material Sponsor
True Link Financial
Financial services for the people who care for others
Financial services for the people who care for others
Pocket Agenda Sponsor
Fremont Bank
Fremont Bank is still owned by the same family that founded it in 1964 and we truly have a family feel.
Fremont Bank is still owned by the same family that founded it in 1964 and we truly have a family feel.
Meal Sponsor
Michael J. Stephens, REALTOR HIGHLAND PARTNERS
California Bay Area Probate & Trust Real Estate Services
California Bay Area Probate & Trust Real Estate Services
Meal Sponsor
Exchange Bank
Since 1890, from generation to generation, we invest in people, business and community to build a strong future.
Since 1890, from generation to generation, we invest in people, business and community to build a strong future.
Wifi 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.
Break Sponsor
Hahn & Hahn LLP
Hahn & Hahn LLP has been an institution in the California business and legal communities since its founding in 1899
Hahn & Hahn LLP has been an institution in the California business and legal communities since its founding in 1899
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
Providing professional, stellar, and comprehensive Professional Fiduciary and Aging Life Care Management Services
Providing professional, stellar, and comprehensive Professional Fiduciary and Aging Life Care Management Services
Break Sponsor
Trust Asset Service Company
TASC is THE solution for trust management, wealth management and private banking professionals to consolidate all their client’s third-party asset and specialty service needs.
TASC is THE solution for trust management, wealth management and private banking professionals to consolidate all their client’s third-party asset and specialty service needs.
Virtual Conference Attendee Kit 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.
Coffee & Beverage Sponsor
Law office of Mary Heare Amodio
The Experience you Need, The Dedication you Deserve!
The Experience you Need, The Dedication you Deserve!
Exhibitors
Academy of Special Needs Planners
Acuna Regli
American College of Financial Services
Andrew De Vries, Realtor
Aspiriant (formerly HearthStone)
Asset Trust Services
Colvent Group Inc
Continuity Care Home Nurses, Inc.
CPT Institute
ElderCounsel, LLC
Ernst & Young
Hope Trust
Ibar Special Needs Trust Advisors
Independent Life
Krause Financial Services
Legacy Enhancement Trust
Manufacturer’s Bank
MassMutual – Specialcare
Merrill Lynch – The Special Needs Team
Michael Stephens, Realtor Highland Partners
Morrill Law
Moving to Mastery – Special Needs Webinars
National Care Advisors
Phillips Bonding & Insurance Agency, Inc.
Pro Bed Medical Technologies, Inc
Professional Fiduciary Assoc. of CA (PFAC)
Prudent Investors
Quin Oaks Investment Group
Sorenson Insurance Services, LLC
Special Considerations
Team Risk Management Strategies, LLC
The Best Notary
Think2Age
True Link Financial
Wells Fargo