and here’s how you can participate!
By Peter W. Johnson, Jr., PFP
We’re excited (and proud!) that the word is getting out about Collaborative Practice Trusts & Estates. Many doors are opening as people discover the enormous potential of this innovative approach to helping families create vibrant and viable futures together with the help of trained collaborative teams. We’re finding strong interest among lawyers, mental health and financial professionals, journalists, and people from all walks of life who take an active interest in the welfare of their families and communities. We even had a local probate judge recommend it to attorneys at a Bar Association meeting last week!
Whether or not you fall into one of the specific categories mentioned above, we invite you to learn more about Collaborative Trusts & Estates, and to help us spread the word to professionals, the public and the media. Become a part of the conversation that helps preserve and build strong families, while reducing the social and human costs of family conflict.
Here are some of the ways you can participate in the conversation:
- Explore the Potential. We offer a number of resources and opportunities for learning more about this groundbreaking approach. Further down this page, you’ll find information on upcoming live San Francisco Bay Area events for the public and for professionals, where you can hear firsthand about Collaborative Trusts & Estates and get your questions answered. In addition, we offer a dedicated blog (at www.CollaborativeEstates.org), which features convenient access to current announcements, articles, and downloadable documents such as our tri-fold introductory flyer.
- Speakers and Presentations. Members of the Silicon Valley Collaborative Practice Group are available to do presentations for the public and for professional groups. We usually present in a panel format, with an attorney, a financial advisor, and a mental health professional representing the three major roles that make up a full Collaborative team. Our presentations are dynamic and engaging, featuring real-life stories that bring the complex dynamics of families in transition to life, and don’t involve selling. Our goal is simply to educate and create awareness.
- Share with Others. If you’re a consumer, and you’re interested in the potential benefits of Collaborative Practice for your family, by all means mention it to your estate attorney, financial planner and/or family mental health professional. Put them in touch with us, and we’ll be glad to answer their questions. A good place for them to start is right here at our website, www.NoCourt.org, or at the dedicated Trusts & Estates blog, www.CollaborativeEstates.com.
- Introduce the Media. If you know someone in the media who might be interested in doing a story about Collaborative Practice Trusts & Estates, we’d greatly appreciate an introduction. This includes public media such as newspapers, magazines, radio and TV, but also more targeted publications, such as professional journals. And let’s not forget internet-based media, such as podcasts and online articles.
- Get Engaged. If you’re a professional who deals with clients and issues having to do with families and estates, this is a great time to learn about Collaborative Practice. Just knowing that it’s available sets you apart from the competition. And as you learn more, your practice becomes a richer experience both for you and your clients. We offer professional networking and trainings, as well as a supportive, collegial atmosphere and an international organization to grow with.
Here are some of the upcoming opportunities available to learn more:
- Thursday, July 17, 2014
5:30 pm to 7:00 pm
Belmont Village Senior Living
500 S Winchester Blvd, San Jose, CA
- Saturday, August 16, 2014
Professional Financial Planning Conference
10:30 am to noon (advance conference registration required)
FPA Far West Roundup
Santa Cruz, CA
- Friday and Saturday, November 7-8, 2014
Professional Training for Attorneys, Psychologists, Financial Planner and related disciplines
Collaborative Practice Trusts & Estates Training
San Mateo, CA
- Date TBD
Bob Veres’ Inside Information
Finally, for a free consultation with a trained Collaborative Trusts & Estates professional, please contact firstname.lastname@example.org.
Thank you for your interest and support of Collaborative Practice!