Feb 24-26, 2022Napa, California
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 18-20, 2021.

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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Powerpoint Sponsor

Merrill Lynch Special Needs Team
Scott MacDonald & Dan Cutter

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Online Streaming & App Sponsor

Prudent Investors

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Lanyard Sponsor

Hearthstone
Private Wealth Management

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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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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

Nurse Registry
Matching professional, licensed, and compassionate nurses with private clients at home and facilities in need of staffing solutions

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Bronze Sponsor

CPT, Institute
Providing education and training to the legal community on preserving government benefits for the injured and at risk.

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Bronze Sponsor

Mass Mutual
Advisory and Trust Services

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Bronze Sponsor

The American College of Financial Services
Families caring for a person with special needs face unique financial challenges. The Chartered Special Needs Consultant® (ChSNC®) designation will provide you with the strategies and knowledge you need to help these families thrive.

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Bronze Sponsor

Morgan Stanley Pacific Paragon Group

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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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Pre-Session Attorney Sponsor

Kairos Fiduciary Services
Special Needs Trusts and Settlement Trusts Administration

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Audio/Visual Sponsor

Medivest Benefit Advisors, Inc.
MSP Compliance Solutions

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Flash Drive Sponsor

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

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Break Sponsor

DA Davidson/ Alcaine Halterbeck Investment Group

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Break Sponsor

Wells Fargo Special Needs Trust Services

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Break Sponsor

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

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Break Sponsor

Moving Forward Towards Independence

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Break Sponsor

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

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Meal Sponsor

Manufacturers bank
The “bank of choice” for middle market and professional services companies.

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Meal Sponsor

Hahn & Hahn
An institution in the California business and legal communities since its founding in 1899.

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Exhibitors to be announced soon

Exhibitors



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