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 22-24, 2024.

View Sponsorship Opportunities


Diamond Sponsor

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

Visit Website

https://sntsymposium.com/wp-content/uploads/2015/12/philips-logo-color.jpg


Platinum Sponsor

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

Visit Website

https://sntsymposium.com/wp-content/uploads/2022/06/DeVries-Combined-Logo-dark-small.jpg


Powerpoint Sponsor

Merrill Lynch Special Needs Team

Visit Website

https://sntsymposium.com/wp-content/uploads/2015/12/Merrill-The-Special-Needs-Team-Logo-e1655822445766.jpg


Lanyard Sponsor

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

Visit Website

https://sntsymposium.com/wp-content/uploads/2015/12/PRUDENT-Logo-Final.jpg


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

Visit Website

https://sntsymposium.com/wp-content/uploads/2022/01/TrueLink-Logo.png


Key Card Sponsor

Michael Stephens
Probate & Trust Real Estate Services

Visit Website

https://sntsymposium.com/wp-content/uploads/2024/01/Michael-Stephens-New.jpg


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.

Visit Website

https://sntsymposium.com/wp-content/uploads/2015/12/national-care-sponsor.png


Gold Sponsor

Acuña Regli
EXPERTISE IN ESTATE PLANNING AND TAX ISSUES

Visit Website

https://sntsymposium.com/wp-content/uploads/2015/12/acuna-logo-1.jpg


Gold Sponsor

Echo45 Advisors
Modern Wealth Management

Visit Website

https://sntsymposium.com/wp-content/uploads/2023/07/EchoLogoAnimation.gif


Silver Sponsor

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

Visit Website

https://sntsymposium.com/wp-content/uploads/2015/12/Legacy-Enhancement-Trust-Logo.png


Bronze Sponsor

CPT Institute
Providing education and training to the legal community on preserving government benefits for the injured and at risk.

Visit Website

https://sntsymposium.com/wp-content/uploads/2015/12/cpt-logo.jpg


Bronze Sponsor

Mass Mutual – Special Care
Caring for a loved one with special needs requires SpecialCare

Visit Website

https://sntsymposium.com/wp-content/uploads/2015/12/REBRAND-SpecialCare_logo_with_MassMutual.jpg


Bronze Sponsor

The Million Dollar Solution
We Transform Elder Law and Estate Planning Attorneys Across the Country.

Visit Website

https://sntsymposium.com/wp-content/uploads/2023/09/million-dolar-lawyer.png


Pre-Session Fiduciary Sponsor

Professional Fiduciary Association of California
Education, Advocacy and Advancement for Professional Fiduciaries

Visit Website

https://sntsymposium.com/wp-content/uploads/2015/12/pfac.jpg


Pre-Session Attorney Sponsor

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

Visit Website

https://sntsymposium.com/wp-content/uploads/2023/07/fisher-fiduc-printable-resolution.jpg


Pocket Agenda Sponsor

Storz Court Accounting
Your Trusted Fiduciary Accounting Firm

Visit Website

https://sntsymposium.com/wp-content/uploads/2023/07/SCAS-Logo.jpg


WiFi Sponsor

The Organized One
Professional Estate Organizing

Visit Website

https://sntsymposium.com/wp-content/uploads/2015/12/theorganizedone.jpg


Break Sponsor

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

Visit Website

https://sntsymposium.com/wp-content/uploads/2021/09/Medivest-Longer-Balance.png


Break Sponsor

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

Visit Website

https://sntsymposium.com/wp-content/uploads/2017/06/2017-06-22_194219.jpg


Break Sponsor

Hahn and Hahn, LLC

Visit Website

https://sntsymposium.com/wp-content/uploads/2015/12/INTERNAL-Blue-PNG-500x47-061719.png


Break Sponsor

Family Network on Disabilities Trust Services

Visit Website

https://sntsymposium.com/wp-content/uploads/2023/01/FND-TS-Logo.jpg


Break Sponsor

Aspirant
A leading independent wealth management firm for forward-thinking families

Visit Website

https://sntsymposium.com/wp-content/uploads/2022/06/Aspiriant-600x200-1.jpg


Break Sponsor

Campbell Green LLP
An experienced trust and estate law firm. We provide personal service for our client’s individual needs.


Visit Website

https://sntsymposium.com/wp-content/uploads/2023/12/campbell-green-logo.jpg


Break Sponsor

Trust Asset Service Company
Your TASCForce for every trust asset need!


Visit Website

https://sntsymposium.com/wp-content/uploads/2023/11/trustassetlogo.jpg


Coffee Sponsor

Colvent Group

Visit Website

https://sntsymposium.com/wp-content/uploads/2023/07/colvent-weblogo.jpg


Coffee Sponsor

KJMLAW Partners, PLC

Visit Website

https://sntsymposium.com/wp-content/uploads/2023/02/KJM-LOGO-COLOR-TAGLINE-updated.png


Exhibitors



Academy of Special Needs Planners
Acuña Regli
Andrew De Vries, MBA
ARC – Alternative Resolution Centers
Aspiriant
Atticus, Inc
Brooksbank Fiduciary & Trust Accounting
Capital First Trust Company
CEB – Continuing Education of the Bar
Colvent Group
Continuity Care Home Nurses, Inc.
CPT Institute
East West Bank
Echo45 Advisors
Ernst & Young LLP
Exchange Bank
Fiduciary Real Estate Services
First Team/Lyon Real Estate Probate & Trust Division
Flying Angels
Geffen Real Estate
Hummingbird Project
Integrity Marketing Solutions
Intero Max and Amy de Vries Realtors
KJMLAW Partners, PLC

Legacy Enhancement Trust
Lynch Group of Oppenheimer & Co. Inc.
Mass Mutual – Special Care
Medivest Benefit Advisors, Inc.
Merrill Lynch
Michael J. Stephens, Corcoran – Global Living
Mobility Support Services
National Care Advisors
Phillips Bonding & Insurance Agency, Inc.
Professional Fiduciary Association of California (PFAC)
Prudent Investors
Sage Eldercare Solutions
Special Considerations
Rehabilitation Care Consultants
The American College of Financial Services
The Master Trust of California
The Million Dollar Solution
The Urbatsch Law Firm, P.C.
Traba Legal
True Link Financial
Trust Properties USA
Watson & Son
Wealthcounsel