Special Needs Planning Symposium 2022

A 3-day experience dedicated to the education of professionals who plan for persons with disabilities and administer special needs trusts. This informative and interactive educational adventure benefits seasoned professionals as well as those just beginning their practice. You will have multiple opportunities to chat with nationally-renowned experts on all aspects of special needs planning and administration to ensure your move toward mastery in this complex yet rewarding field.

Conference Date

The event will be held at the Meritage Resort and Spa in Napa, CA on February 24-26, 2022.


This year’s agenda is packed with some of the nation’s leading experts in the estate, tax and financial planning industries.  For more information, view the Event Agenda.




In-Person: Will take place in Napa at the luxurious Meritage Resort and Spa for in-depth learning at it’s finest. Experience world class cuisine and wine while taking a deep dive into the complex area of special needs planning and administration.

  • Pre-sessions (optional): $89/each, all 4 for $267
  • General session: $599 until Oct. 15th, 2021.

Virtual: Will take place at the convenience of home or anywhere you choose, 100% virtually through our state of the art online learning platform.

  • Pre-sessions (optional): $89/each, all 4 for $267
  • General session: $599 until Oct. 15th, 2021.

Professional attendees can obtain education credits, up to a total of 19.5 total available hours of CLE for California attorneys and CE for California professional fiduciaries. 11 hours in regular session plus option of 2 ethics hours by webinar and option of 6.5 hours of attorney/fiduciary pre-session specialty courses. Conference Registrations cancelled in writing by Friday, February 1, 2022 will be refundable, subject to a $75 administrative fee. Cancellations made later are NON-REFUNDABLE.



Contact Information