Collaborative Trusts & Estates Presentation


When: Mar 21, 2022
Time: 12:00 pm - 1:30 pm

Type of Event:
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In The Trenches With a Challenging Case:  What Exactly Do Collaborative Trust and Estates Professionals Actually Do? 

You’re in this challenging family and your parents are fragile.  What do you think should happen? 

  • You face a financial challenge that threatens your family relationships? What now?
  • You’re feeling angry and resentful toward some family members. Who will listen to you? What will happen to your family?

You’re the Collaborative Professional working with the family

  • What do you do now? What do you need to help this family?
  • How do you figure it out?
  • What needs to happen to make it all work?

We’ll be addressing these issues and more at our no-cost, online CPSV March 21st presentation on Zoom, from 12:00 to 1:30.  Bring your “sibling-perspective” as we walk you through a Collaborative Trusts & Estates case to experience what works. 

Contact Kathy Campbell for more information: