Educational Webinars on Estate & Special Needs Planning
As estate planning attorneys, we focus on complex family situations, particularly families with special needs children. Setting up special needs trusts and ABLE accounts are only the first steps. The planning encompasses so much more. We share our expertise and broader experience through seminars, webinars and blogs.
We present special needs planning seminars to a wide range of groups in the Bay Area spanning legal groups, special needs planning, financial fiduciaries and local organizations. Some are open to the public, many are restricted to the group inviting us to speak. All will be available in video format for viewing shortly after the event.
Upcoming Seminars and Events
Clear Guidance for Our NAMI Community
“Thank you for educating our NAMI community about estate planning and special needs trusts with your engaging presentation. We especially liked how you used real life situations to illustrate what you explained.
Long term planning for our disabled loved ones is a pressing need for many of our families. Understanding the legal process and considerations can be daunting for a family in crisis. Your clear guidance makes it easier. That’s why you are such a valued member of our community.”
– Sarah Prabhu, Warmline Help Desk Manager, NAMI Santa Clara County
Check Out Some of Our Past Webinars
Past Presentations, Webinars & Podcasts
You can find several of our previous presentations here. Visit our YouTube channel for more!
organizations we have worked with
2025 Speaking Engagements and Presentations
– Basics of Special Needs Planning Hosted By Larry Pon, College of San Mateo
– National Alliance on Mental Illness (NAMI) San Mateo County Speaker Series Event
– Special Needs and Financial Planning: A Joint Presentation with Scott Gill Hosted by Parents Helping Parents
– Adult Autism Conference Panel Presentation with Thomas Martin Hosted by -Autism Society San Francisco Bay Area
– Charitable giving Fundraiser Sunflower Hill – Financial, Tax Planning and Public Benefits Webinar Series
– Conservatorships and Alternatives Hosted By Oakland Unified School District (OUSD)
– Conservatorship and Supported Decision Making Hosted by San Andreas Regional Center
– California Disability Caregivers Conference Estate Planning for Siblings of – —- Differing Abilities Hosted by Parents Helping Parents
– Receiving Public Benefits While working Hosted By Parents Helping Parents
– Episode 323: The Client Spotlight Series — Speak Up: Confidence Lessons from the Attorney & Office Manager Hosted by Hiring & Empowering
– Recent Updates in Special Needs Planning Hosted By Down Syndrome Connection of the Bay Area
– Trust Protectors in Special Needs Trusts: Oversight, Authority, and Best Practices Hosted By Moving to Mastery
– Navigating Special Needs Trusts Hosted by FPA Far West Roundup
– CalABLE Presentation for Children’s Hospital Los Angeles University Center for Excellence in Developmental Disabilities
– “Fireside Chat” with Dana Hooper, the executive director of Life Services Alternatives
– What Happens When My Disabled Child Turns 18: Legal Considerations hosted by Exceptional Family Resource Center
– Special Needs Planning: Trusts & CalABLE Accounts Hosted by Connected Family
– Updates on Special Needs Planning & Public Benefits Hosted by the Peninsula Estate Planning Council
– Special Needs Trust Planning Hosted By Wells Fargo Advisors
– Recent Updates in Special Needs Planning Hosted By Peninsula Estate – Planning Council Community
– How to Involve Siblings in Future Planning for Your Adult with a Disability Hosted by Parents Helping Parents
– Working While Receiving Public Benefits Hosted by Inclusive World
– Special Needs Trusts Hosted By Star Academy
– Special Needs Trust for Families with Autism Hosted by Chinese American Association for Autistic Community
– Financially Dependent Loved Ones Hosted by Wealth Architects
– ABLE Account Hosted By The Bridge School
– Fundamentals of Public Benefits for Persons with Disabilities Hosted by The – Academy of Special Needs Planners 19th Annual Conference
– Public Benefits presentation Hosted By The Bridge School
– Basics of Special Needs Planning Hosted by Families United
– Updates in Special Needs Planning Hosted by Partner & Private Professional Fiduciary
– Overview of Special Needs Planning Hosted by Sonoma County Estate Planning Council
– Special Needs Trusts and ABLE Accounts Hosted by Partners & Advocates for Remarkable Children & Adults
2024 Speaking Engagements and Presentations
– Overview of Special Needs Planning Hosted by Sonoma County Estate Planning Council
– Special Needs Trusts and ABLE Accounts Hosted by Partners & Advocates for Remarkable Children & Adults
– Topic Talks with SARC: Conservatorship & Conservatorship Alternatives Hosted by San Andreas Regional Center
– 4-Parts “What We Need to Know” Speaker Series Hosted By Parents Helping Parents
– Overview of Special Needs Planning [Public Benefits, SNTs, ABLE] Guest Speaker for GGU Class
– Updates on Special Needs Trusts, Public Benefits, & ABLE Hosted By Jewish Family and Children’s Services San Francisco
– Special Needs Trusts and ABLE Accounts Hosted by Autism Society San Francisco Bay Area
– Special Needs Trusts and ABLE Accounts Hosted By Down Syndrome Connection of the Bay Area
– Special Needs Planning and ABLE accounts hosted by California Siblings Network
– Special Needs Planning and ABLE accounts hosted by NAMI Contra Costa
– Basics of Special Needs Planning: Estate Planning, Trusts and ABLE Accounts hosted by Compass High School Neurodiversity Speaker Series
– Special needs trusts, ABLE accounts, and more on Facebook Live with Caleb Wills of Galt Advocacy
– What Happens When My Disabled Child Turns 18? Special Needs Planning and Conservatorships hosted by Inclusive World Families
– Conservatorships & Special Needs Trust Planning hosted by San Andreas Regional Center
– Overview of Special Needs Planning hosted by Wealth Architects
– Estate Planning for Individuals with Disabilities hosted by IHSS Consumer Symposium
– Panelist at Complex Planning: Special Needs Considerations hosted by High Tower Advisors
– Recent Developments in Special Needs Planning hosted by West Hills Community Church
– Recent Changes in Tax Law hosted by Moldaw Residences
– Basics of Special Needs Planning hosted by Star Academy
– CalABLE and Special Needs Trust hosted by North Los Angeles County Regional Center
– Recent Developments in Special Needs Planning hosted by NAMI Santa Cruz County
– Special Needs Trust and ABLE Accounts hosted by San Andreas Regional Center
– Advanced Strategies for Administering Special Needs Trusts hosted by White Tiger Continuing Legal Education (CLE)
2023 Speaking Engagements and Presentations
– Navigating Tax Challenges of ABLE Accounts and Special Needs Trusts: Guidance for Elder Law Attorneys, Attorneys only
– Basics of Special Needs Planning hosted by California Lawyers Association, Taxation Law Section
– Hosted by Partners & Advocates for Remarkable Children & Adults (PARCA) a 3-part series webinar:
– Conservatorships, Durable Power of Attorney and Supported Decision-Making, Special Needs Trusts and ABLE accounts, Introduction to Public Benefits
– Recent Developments in Special Needs Planning hosted by The Avalon Academy and SPIN Santa Cruz
– Special Needs Trust and ABLE Accounts Hosted by CalABLE
– Proposition 19: Changes to California Taxes, presented to Christie’s International Real Estate Sereno
– Special Needs Planning Hosted by Family Support Group at Felton San Mateo
– Joshua’s Gift Autism Forum Panel with Dave Clark, Joey Travolta, and Mizpah Brown-Rich
– Special Needs Planning: Best Practices for Utilizing ABLE Accounts, 3rd Party SNTs and 1st Party SNTs, presented at the NAFPA Spring 2023 National Conference
– Basics in Specials Needs Planning at the Orion Academy, Parents Helping Parents, Ricon Valley Partnership In Santa Rosa, and NAMI San Mateo
– Conservatorships, Durable Power of Attorney, and Supported Decision-Making Hosted by San Andreas Regional Center
– Supported Decision – Making- An Alternative to Limited Conservatorships Hosted by San Mateo County Bar Association
– Special Needs Trusts and ABLE Accounts – Presented at the Transition to – Independence Fair ( hosted by The County Commission on Disabilities, the High School Workability Classes, and DOR & GGRC & other services)
2022 Speaking Engagements and Presentations
– Stanford School of Medicine: “Don’t Limit Me: Discussing Serious News with Intellectually Disabled Adults,” Palo Alto, CA
2021 Speaking Engagements and Presentations
– “Navigating Tax Challenges of ABLE Accounts and Special Needs Trusts: Guidance for Elder Law Attorneys” Attorneys only – September 15, 2021 at 1:00pm EDT
– “Basics of Special Needs Planning” California Lawyers Association, Taxation Law Section
2020 Speaking Engagements and Presentations
– Stanford School of Medicine: “Don’t Limit Me: Discussing Serious News with Intellectually Disabled Adults,” Palo Alto, CA
2019 Speaking Engagements and Presentations
– Peninsula Estate Planning Council: “Recent Developments in Special Needs Planning,” San Mateo, CA
– eParents Support Group: “Estate Planning for Special Needs Families,” Alamo, CA
– ReMax Mid-Peninsula: “Basics in Estate Planning,” San Carlos, CA
Atria Senior Living: “Recent Developments in Special Needs Planning,” Burlingame, CA
2018 Speaking Engagements and Presentations
– San Mateo County Bar Association, Estate Planning & Probate Section: “Basics of Public Benefits,” San Mateo, CA
– Sand Hill Global Advisors: “12th Annual Attorneys’ Roundtable,” East Palo Alto, CA
– Peninsula Special Needs Community: “The Life Cycle of a Special Needs Trust,” Redwood City, CA
– Down Syndrome Connection Bay Area: “Basics of Public Benefits and Special Needs Planning,” Burlingame, CA
– NBI, Inc.: “Legal Ethics Essentials,”- part of a 6-hour webcast entitled “Special Needs Trusts in a Nutshell” broadcasting
– NBI, Inc.: “Documenting Long-Term Care, Incapacity and End-Of-Life Decisions” part of seminar entitled “Estate Planning from A to Z,” San Francisco, CA
– NAMI of San Mateo County: “Special Needs Planning: How to Best Protect Your Loved One,” San Mateo, CA
– Jerry A. Kasner Estate Planning Symposium: “California Legal Ethics: Disabled Clients Edition,” Santa Clara, CA
– Society of Financial Service Professionals, Silicon Valley chapter: “Estate Planning for Special Needs Families,” San Jose, CA
– Hillsdale High School: “The Nuts and Bolts of Special Needs Planning,” San Mateo, CA