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 24-26, 2022.

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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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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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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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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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

Pacific Paragon Group at Morgan Stanley

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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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Pocket Agenda Sponsor

Fremont Bank
Fremont Bank is still owned by the same family that founded it in 1964 and we truly have a family feel.

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Meal Sponsor

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

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Wifi Sponsor

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

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Break Sponsor

Hahn & Hahn LLP
Hahn & Hahn LLP has been an institution in the California business and legal communities since its founding in 1899

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Exhibitors



Academy of Special Needs Planners
Acuna Regli
American College of Financial Services
Andrew De Vries, Realtor
Colvent Group Inc
Continuity Care Home Nurses, Inc.
CPT Institute
ElderCounsel, LLC
HearthStone
Ibar Special Needs Trust Advisors
Kairos Fiduciary Services
Krause Financial Services
Legacy Enhancement Trust
MassMutual – Specialcare
Merrill Lynch – The Special Needs Team
Michael Stephens, Realtor Highland Partners
Morgan Stanley/ Pacific Paragon Group
Moving to Mastery – Special Needs Webinars
National Care Advisors
Phillips Bonding & Insurance Agency, Inc.
Professional Fiduciary Assoc. of CA (PFAC)
Prudent Investors
Sorenson Insurance Services, LLC
Special Considerations
Team Risk Management Strategies, LLC
Think2Age
Wells Fargo