Contra Costa County Bar Association
CCCBA and Collaborative Practice California and Collaborative Practices of Silicon Valley and East Bay are sponsoring:
Collaborative Interdisciplinary Trusts and Estates Team Training
Friday, September 14, 9:00 am – 5:00 pm
Saturday, September 15, 9:00 am – 5:00 pm
Speakers
Keith Brittany—MFT
Kamela Laird, Esq.
Jeff Lambert—CFP
Beth McClelland—CFP, CPFA
Alan Nobler, Esq.
Maureen O'Connell, Esq.
Nancy Ross—LCSW, BCD
~~~~EARLY BIRD REGISTRATION EXTENDED TO AUGUST 31, 2018~~~~
At This Unique Training, You Will Learn:
- Skills to begin a Collaborative Case
- Protocols developed for Trust and Estates Cases
- Ethical considerations when working in the Collaborative Model
- How to work as a Collaborative Team
- Powerful new ways to deal with challenging cases
- Build your team: Bring a Colleague!
Goals for the Collaborative Trusts and Estates Training
Every participant will have the knowledge, skills, and professional awareness necessary to participate in an interdisciplinary Collaborative Process.
- Learn what sets Collaborative Practice apart from other ADR models/ settlement conference
- Learn the structure of the Collaborative process
- Learn how to engage clients in the process
- Understand both planning and post mortem professional roles
- Understand how a Collaborative Team can work effectively with clients and each other to help families resolve conflicts and build better relationships.
- Be able to explain the process to others
- Explore the values, attitudes, and beliefs of Collaborative practitioners
- Learn the ethics connected with Collaborative Practice
- Become familiar with CP Protocols and how to use them in a case
~~~SEE SPEAKER BIOS HERE~~~
Look HERE for more information on Collaborative practice for Trust and Estate professionals and this training.
Registration each day begins@ 8:30 a.m.
Cost includes lunch each day as well as materials, demonstrations, interactive exercises, and new tools to begin practicing.
HOTEL INFORMATION:
The Clarion Hotel, 1050 Burnett Ave, in Concord has provided a special rate for attendees of $109.00 a night, which includes, Wi-Fi, breakfast, and free parking. To obtain this rate, please identify yourself as part of' Collaborative Practice" or "Contra Costa County Bar Association." 925-866-8820 II Ext 8505
For questions about the training, please call Nancy Ross at 408-973-1001 (Direct)
The Contra Costa County Bar Association certifies that this activity has been approved for 10.0 hours EPP Specialization in Estate Planning and 1 hour Legal Ethics MCLE credit by the State Bar of California, Provider #393.
MCLE Credits
| Estate Planning & Probate Specialization |
10 hr |
| Legal Ethics |
1 hr |
Cost
Members: When you register, we’ll calculate the best price based on your membership level and section membership. Not a member? Join today to take advantage of discounted pricing on all CCCBA events.
|
Full Price |
Early Bird Price |
|
| Members |
$475.00 |
$425.00 |
| Non-Members |
$495.00 |
$445.00 |
Early bird pricing expires August 31.
