2026

Sponsors

Thank you to all of our sponsors for being part of this great event! OUR 10th ANNUAL


opportunity

Become a Sponsor/Exhibitor

Get your company or brand in front of leading fiduciaries and special needs attorneys during this intimate event. Feb 6-8, 2026.

Become a Sponsor/Exhibitor


Diamond Sponsor

Phillips 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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Powerpoint Sponsor

Merrill Lynch Special Needs Team

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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

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Key Card Sponsor

Michael Stephens
Probate & Trust Real Estate Services

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Gold Sponsor

National Care Advisors
Planning for care. For life.

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Gold Sponsor

CPT Institute
For over 25 years, we served over 10,000 clients across 48 states as one of the lowest cost national non-profit trustee.

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Gold Sponsor

AcuĂąa Regli
Dedicated to Protecting Your Family‘s Personal and Professional Assets

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Welcome Sponsor

Aspiriant
A leading independent wealth management firm for forward-thinking families.

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Pre-Session Fiduciary Sponsor

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

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Pre-Session Attorney Sponsor

Fisher Fiduciary Services, Inc.
Special Needs Trusts and Settlement Trusts Administration

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Meal Sponsor

Bishop Fiduciary Services
Bishop Fiduciary Services has over 20 years experience in delivering trust administration services

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Scholarship Sponsor

Storz Court Accounting Services, LLC
Storz Court Accounting Services, LLC, provides fiduciary accounting services to a broad range of clients across California.

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Pocket Agenda Sponsor

Hahn & Hahn, LLP
Hahn & Hahn LLP is your steadfast legal partner, helping you navigate change and opportunity. Our compassionate advocates bring counsel to a variety of organizations, families and individuals.

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Wifi Sponsor

Soloway Fiduciaries, Inc
We provide a local, community-based, accessible solution to the aging and disabled population in need of fiduciary services.

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Espresso Bar Sponsor

KJMLAW Partners
Estate Planning, Trusts and Probate Attorneys

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Espresso Bar Sponsor

Campbell Green LLP
An experienced trust and estate law firm that provides personal service for our client’s individual needs.

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