Feb 9-11, 2023Napa, 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 9-11, 2023.

View Sponsorship Opportunities


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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Lanyard Sponsor

Prudent Investors
Specializing in asset management for both professional fiduciaries (trustees, guardians, and conservators) and households seeking diversified investment solutions.

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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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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.

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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.

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Gold Sponsor

Michael J. Stephens, REALTOR HIGHLAND PARTNERS
California Bay Area Probate & Trust Real Estate Services

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Gold Sponsor

Acuña Regli
EXPERTISE IN ESTATE PLANNING AND TAX ISSUES

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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
MassMutual was founded on May 15, 1851. And from the beginning, we’ve had a single purpose: to help people secure their future and protect the ones they love.

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Bronze Sponsor

Legacy Enhancement Trust
We Provide Nationwide Assistance For The Benefit Of The Disabled, Special Needs Individuals, And Their Caregivers.

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Welcome Sponsor

Fiduciary Real Estate Services
FRES understands the distinct roles and requirements of real property sales whether our Client is serving as Trustee, Personal Representative, Conservator, or Receiver.

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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

Morgan Stanley/ Pacific Paragon Group
Working with you to preserve and grow your family’s wealth to meet your long-term goals.

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Pocket Agenda Sponsor

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

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Meal Sponsor

Bishop Fiduciary Services Ltd
Providing fiduciary services throughout the Bay Area

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WiFi Sponsor

21st Century Care Solutions
We are a small intervention based Care Management and Fiduciary Services team located in the San Francisco Bay Area.

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Break Sponsor

Medivest Benefit Advisors, Inc.
For over 25 years Medivest has been helping our clients navigate the complexities of MSP Compliance.

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Break Sponsor

Aspiriant
Total Wealth Management

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Coffee/Beverage Sponsor

Fiduciary Real Estate Services
Experts in Real Estate Transactions

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Exhibitors



Academy of Special Needs Planners (ASNP)
Acuña Regli
Andrew De Vries, MBA
Aspiriant
Colvent Group, Inc.
Continuity Care Home Nurses, Inc.
CPT Institute
Ernst & Young, LLP
Equitable Advisors
Fiduciary Real Estate Services
Heritage Auctions
Ibar Special Needs Trust Advisors
Kraus Financial Services
Legacy Enhancement Trust
Lynch Group of Oppenheimer & Co. Inc.
MassMutual
Medivest Benefit Advisors, Inc.
Merrill Lynch

Michael J. Stephens, Corcoran – Global Living
Morgan Stanley/ Pacific Paragon Group
National Care Advisors
Phillips Bonding & Insurance Agency, Inc.
ProBed Medical USA Inc.
Professional Fiduciary Association of California (PFAC)
Prudent Investors
Quin Oaks Investment Group of Wells Fargo Advisors
Special Considerations
The American College of Financial Services
The Urbatsch Law Firm, P.C.
True Link Financial
Trust Properties USA
Wells Fargo Bank