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. Held in Napa, CA at the beautiful Meritage Resort ans Spa, Feb 7-9th, 2020.
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
Herb Thomas and Associates
We are a private fiduciary services firm, specializing in a broad range of financial and care management services for seniors and people with disabilities
We are a private fiduciary services firm, specializing in a broad range of financial and care management services for seniors and people with disabilities
Gold 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.
Gold Sponsor
HearthStone
Private Wealth Management
Objective, fee-only investment management and advisory services for trustees, guardians and conservators. All fiduciary, all the time.®
Private Wealth Management
Objective, fee-only investment management and advisory services for trustees, guardians and conservators. All fiduciary, all the time.®
Keynote Sponsor
National Care Advisors
We turn the overwhelming task of charting the future into a clear, comprehensive life care plan for individuals with special needs.
We turn the overwhelming task of charting the future into a clear, comprehensive life care plan for individuals with special needs.
Pre-Session Fiduciary Sponsor
Professional Fiduciary Association of California (PFAC)
Education, Advocacy and Advancement for Professional Fiduciaries
Education, Advocacy and Advancement for Professional Fiduciaries
Phillips Bonding
Merrill Lynch Special Needs Team
Fremont Bank
Andrew De Vries, MBA
Urbatsch Law Firm, PC
Professional Fiduciary Association of California (PFAC)
NurseRegistry
ACUÑA ❖ REGLI
Herb Thomas and Associates
National Care Advisors
Prudent Investors Network
HearthStone
Mass Mutual Special Care
True Link Financial
Merrill Lynch Special Needs Team
Fremont Bank
Andrew De Vries, MBA
Urbatsch Law Firm, PC
Professional Fiduciary Association of California (PFAC)
NurseRegistry
ACUÑA ❖ REGLI
Herb Thomas and Associates
National Care Advisors
Prudent Investors Network
HearthStone
Mass Mutual Special Care
True Link Financial