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.
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
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.
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
Hearthstone
Private Wealth Management- We dedicate our work to giving clients the best opportunity to make intelligent financial decisions.
Private Wealth Management- We dedicate our work to giving clients the best opportunity to make intelligent financial decisions.
Gold Sponsor
Prudent Investors
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.
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.
Silver Sponsor
ACUÑA ❖ 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
Nurse Registry
Matching professional, licensed, and compassionate nurses with private clients at home and facilities in need of staffing solutions
Matching professional, licensed, and compassionate nurses with private clients at home and facilities in need of staffing solutions
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
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.
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.
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
Flash Drive Sponsor
Michael J. Stephens, REALTOR HIGHLAND PARTNERS
Probate and Estate Specialist
Probate and Estate Specialist
General Session Sponsor
Michael J. Stephens, REALTOR HIGHLAND PARTNERS
Probate and Estate Specialist
Probate and Estate Specialist
General Session 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.
Coffee Chat Sponsor
Manufacturers bank
The “bank of choice” for middle market and professional services companies.
The “bank of choice” for middle market and professional services companies.
Coffee Chat Sponsor
Hahn & Hahn
An institution in the California business and legal communities since its founding in 1899.
An institution in the California business and legal communities since its founding in 1899.
Academy of Special Needs Planners
Acuna Regli
Andrew De Vries, MBA
ElderCounsel, LLC
Hearthstone Private Wealth Management
Kairos Fiduciary Services
Krause Financial
Legacy Enhancement Trust
Manufacturers Bank
Mass Mutual
Merrill Lynch Special Needs Team
Morgan Stanley/Pacific Paragon Group
Moving to Mastery
National Care Advisors
Nurse Registry
PFAC
Phillips Bonding & Insurance Agency, Inc.
Prudent Investors
True Link Financial
Valiant Partners
Wells Fargo Special Needs Trust Service
Acuna Regli
Andrew De Vries, MBA
ElderCounsel, LLC
Hearthstone Private Wealth Management
Kairos Fiduciary Services
Krause Financial
Legacy Enhancement Trust
Manufacturers Bank
Mass Mutual
Merrill Lynch Special Needs Team
Morgan Stanley/Pacific Paragon Group
Moving to Mastery
National Care Advisors
Nurse Registry
PFAC
Phillips Bonding & Insurance Agency, Inc.
Prudent Investors
True Link Financial
Valiant Partners
Wells Fargo Special Needs Trust Service