Feb 5-7, 2026Napa, California
2026
Sponsors
Thank you to all of our sponsors for being part of this great event! OUR 10th ANNUAL
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, 2026.
Diamond Sponsor
Phillips 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
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
Families and professionals rely on True Link to help manage and protect the finances of the people they support
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.
For over 25 years, we served over 10,000 clients across 48 states as one of the lowest cost national non-profit trustee.
Gold Sponsor
AcuĂąa Regli
Dedicated to Protecting Your Familyâs Personal and Professional Assets
Dedicated to Protecting Your Familyâs Personal and Professional Assets
Welcome Sponsor
Aspiriant
A leading independent wealth management firm for forward-thinking families.
A leading independent wealth management firm for forward-thinking families.
Pre-Session Fiduciary Sponsor
Professional Fiduciary Association of California
Education, Advocacy and Advancement for Professional Fiduciaries
Education, Advocacy and Advancement for Professional Fiduciaries
Pre-Session Attorney Sponsor
Fisher Fiduciary Services, Inc.
Special Needs Trusts and Settlement Trusts Administration
Special Needs Trusts and Settlement Trusts Administration
Meal Sponsor
Bishop Fiduciary Services
Bishop Fiduciary Services has over 20 years experience in delivering trust administration services
Bishop Fiduciary Services has over 20 years experience in delivering trust administration services
Scholarship Sponsor
Storz Court Accounting Services, LLC
Storz Court Accounting Services, LLC, provides fiduciary accounting services to a broad range of clients across California.
Storz Court Accounting Services, LLC, provides fiduciary accounting services to a broad range of clients across California.
Pocket Agenda Sponsor
Hahn & Hahn, LLP
Hahn & Hahn LLP is your steadfast legal partner, helping you navigate change and opportunity. Our compassionate advocates bring counsel to a variety of organizations, families and individuals.
Hahn & Hahn LLP is your steadfast legal partner, helping you navigate change and opportunity. Our compassionate advocates bring counsel to a variety of organizations, families and individuals.
Wifi Sponsor
Soloway Fiduciaries, Inc
We provide a local, community-based, accessible solution to the aging and disabled population in need of fiduciary services.
We provide a local, community-based, accessible solution to the aging and disabled population in need of fiduciary services.
Espresso Bar Sponsor
Campbell Green LLP
An experienced trust and estate law firm that provides personal service for our clientâs individual needs.
An experienced trust and estate law firm that provides personal service for our clientâs individual needs.
