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 6-8, 2025.

Become a Sponsor/Exhibitor


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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Key Card Sponsor

Michael Stephens
Probate & Trust Real Estate Services

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Gold Sponsor

National Care Advisors
Planning for care. For life.

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Gold Sponsor

CPT Institute
For over 25 years, we served over 10,000 clients across 48 states as one of the lowest cost national non-profit trustee.

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Gold Sponsor

Acuña Regli
Dedicated to Protecting Your Family‘s Personal and Professional Assets

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Silver 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

Aspiriant
A leading independent wealth management firm for forward-thinking families.

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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

Fisher Fiduciary Services, Inc.
Special Needs Trusts and Settlement Trusts Administration

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CLE & CE Sponsor

Storz Court Accounting Services
We specialize in court accountings for Conservatorships, Revocable and Irrevocable Trusts, Special Needs Trusts, and Estates.

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Wifi Sponsor

Community Trust and Investment
CTIC’s Wealth and Trust Management team is a complete client relationship and service team.

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Meal Sponsor

Bishop Fiduciary Services
Bishop Fiduciary Services has over 20 years experience in delivering trust administration services

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Coffee/Beverage Sponsor

Rehabilitation Care Coordination
For the past thirty years we have been the premier provider of Life Care Planning and Long-Term Case Management.

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Coffee/Beverage Sponsor

Mass Mutual
SpecialCare is a MassMutual program that provides access to information and resources to families with dependents of any age who have special needs.

Visit Website

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Exhibitors



Academy of Special Needs Planners
Acuña Regli
Andrew De Vries, MBA
Aspirant
CPT Institute
Index Fund Advisors, Inc.
Koplin Consulting
Legacy Enhancement Trust
Mass Mutual Special Care
Merrill Lynch


Michael J. Stephens, Corcoran – Icon Properties
National Care Advisors
Phillips Bonding & Insurance Agency, Inc.
Professional Fiduciary Association of California (PFAC)
Prudent Investors
Team Risk Management Strategies
The Urbatsch Law Firm, P.C.
True Link Financial