Oct 26-27, 2023Detroit, Michigan
Conference

Speakers

Meet the experts who will be speaking at the 2023 Special Needs Planning Symposium
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Michele

Fuller

Special Needs Planning Attorney of the Year, Women in Law 2015. Elder Law, Pooled trust, Special Needs Expert.
Michigan Law Center

Michele Fuller


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Kevin

Urbatsch

National Director for The Academy of Special Needs Planners. Author of several books on Special Needs Trusts.
Urbatsch Law Firm PC

Kevin Urbatsch



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Blaine

Brockman

Darby Legal Assistance

Blaine Brockman


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Deirdre R.

Wheatley-Liss

Principal, Tax Attorney at Porzio, Bromberg & Newman, P.C
Porzio, Bromberg & Newman

Diedre Wheatley-Liss


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Jeremy

Lau

CIO of Prudent Investors
Prudent Investors

Jeremy Lau


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Ann

Koerner

RN, BSN, CRRN
President of National Care Advisors – a firm dedicated to providing consulting services for attorneys, financial planners and trustees.
National Care Advisors

Ann Koerner



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David

Lillesand

Lillesand and Associates

David Lillesand


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Scott

MacDonald

CEO, Merrill Lynch Special Needs Team
True Link Financial

Scott MacDonald


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Peter

Wall

True Link Financial

Peter Wall


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Will

Lindahl

CPT INSTITUTE
CPT Institute

Will Lindahl