Collaborative Trusts & Estates Presentation
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: email@example.com