Feb 18-20, 2021Napa, CA
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 and Spa, Feb 18-20, 2021.

View Sponsorship Opportunities


Diamond Sponsor

Philips Bonding & Insurance Agency, Inc.
Probate & Fiduciary Bonds
Executor, Administrator, Conservator, Guardian, Trustee, Preliminary Distribution

Visit Website

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Platinum Sponsor

Andrew De Vries, MBA
Residential, Commercial, Probate, Estate, Trust & Conservatorship Real Estate Broker.
Berkshire Hathaway | Franciscan Properties

Visit Website

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Lanyard Sponsor

Merrill Lynch Special Needs Team
Scott MacDonald & Dan Cutter

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Gold Sponsor

Kairos Fiduciary Services
We are a private fiduciary services firm, specializing in a broad range of financial and care management services for seniors and people with disabilities

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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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Silver Sponsor

ACUÑA ❖ REGLI
A multi-generational estate planning firm that will be here when your family needs us to protect your legacy.

Visit Website

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Andrew De Vries, MBA
Kairos Fiduciary Services
Merrill Lynch Special Needs Team
National Care Advisors
Phillips Bonding & Insurance Agency, Inc.

Exhibitors



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