Collaborative Practice Trusts and Estates Interdisciplinary Training
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 cpcal.com or call Nancy Ross at 408-973-1001