Collaborative Practice Trusts and Estates Interdisciplinary Training


When: Sep 14, 2018 - Sep 15, 2018
Time: 9:00 am - 5:00 pm
Contra Costa County Bar Association
2300 Clayton Rd., Suite 650
Concord, Ca
Type of Event:
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We see this as a chance not only for you to expand your practice, but also increase your client skills and job satisfaction at the same time!

If you’re a Trusts and Estates lawyer, this is a way to continue your work with your clients, alongside a skilled and trained financial and/or communication skills specialist. Your clients will benefit by maintaining their relationship with you, and at the same time, gain the skills they need to navigate their differences.

If you’re a licensed clinician (Psychologist, LCSW, or MFT), you’ll not only expand your practice, but your community as well. This is a chance to put your family skills to work with other professionals: you benefit and your clients benefit.

If you’re a financial specialist (CFP, CPA) this is a great opportunity to work with other professionals, and broaden your own practice, and bring your specialized training to a field that is growing and changing each day.

For more information on Collaborative Practice Trusts and Estates Solutions, go to  or call Nancy Ross at 408-973-1001

For more training information click here