Oct 26-27, 2023
Detroit, Michigan
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Meet the experts who will be speaking at the 2023 Special Needs Planning Symposium
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
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
Blaine
Brockman
Darby Legal Assistance
Blaine Brockman
Deirdre R.
Wheatley-Liss
Principal, Tax Attorney at Porzio, Bromberg & Newman, P.C
Porzio, Bromberg & Newman
Diedre Wheatley-Liss
Jeremy
Lau
CIO of Prudent Investors
Prudent Investors
Jeremy Lau
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
David
Lillesand
Lillesand and Associates
David Lillesand
Scott
MacDonald
CEO, Merrill Lynch Special Needs Team
True Link Financial
Scott MacDonald
Peter
Wall
True Link Financial
Peter Wall
Will
Lindahl
CPT INSTITUTE
CPT Institute
Will Lindahl