Navigate a Changing Benefits Landscape

Public benefits rules continue to evolve, and the impact on special needs planning is significant. At the 2027 Symposium, you will get practical insight into the changes affecting SSI, Medi-Cal, Medicaid, and what they mean for the individuals and families you serve.

From federal Medicaid changes and California's response to navigating public benefits across state lines, you will gain a clearer understanding of the landscape and strategies for helping clients plan with greater confidence.

Build Stronger Fiduciary Practices

Special needs trust administration often comes down to difficult decisions and knowing how to make, document, and defend them.

The 2027 program takes a hands-on approach to the challenges fiduciaries face every day. Explore investment policy statements, inherited trust problems, public benefit coordination, fiduciary tax issues, and more. You will leave with practical frameworks and tools you can put to work in your practice.

Stay Ahead of What's Next

The special needs planning landscape is changing and so are the tools available to practitioners and the challenges they must anticipate.



Discover what's new in ABLE accounts, including major recent changes and opportunities to coordinate ABLE accounts with special needs trusts. Examine the emerging fiduciary and planning questions surrounding cryptocurrency. Explore the ethical considerations of AI and other issues shaping the future of special needs planning.

Connect With the People Who Do This Work

The Symposium is about more than education. It is an opportunity to build relationships with attorneys, fiduciaries, financial professionals, and others who share a commitment to special needs planning.



Join us in Napa for dedicated networking opportunities, including the Welcome Cocktail Reception and Strolling Veranda Dinner.

 Bring your questions, share your experience, and expand the professional network you can rely on long after the Symposium ends.