Collaborative Practice Trusts & Estates Presentation — Thursday, July 17, 2014

The Collaborative Practice Community is pleased to announce an educational event that could very well make a huge difference for you and your family.  If you’re a professional, there’s the potential to significantly enhance the value that you offer your clients simply by being aware of this new planning and dispute resolution alternative.

The basic idea of Collaborative Estates is to help avoid expensive and damaging family fights, but also to prepare the next generation to handle wealth successfully.  The great news is that now, for the first time, there’s a structure that can support families in achieving these goals and more.  The model has been proven to work over the past 20 years, and in fact, has spread to over 24 countries around the world.

Three trained Collaborative Professionals will be doing a public presentation about Collaborative Estates in San Jose this coming Thursday night.  If you are available that evening, we invite you to come and hear what it’s all about, and get your questions answered. Rest assured, we’re not there to “sell” anything.  Rather, we view our mission as public education and awareness. We think you’ll find the presentation interesting and compelling.

Below are the details about the event.  We ask that you RSVP to (408) 984-4767 if you plan on attending.

Thank you for your time and consideration!



“What you  can do now to reduce the conflict among heirs later”
Thursday, July 17, 2014
5:30 PM – 7:00 PM
Belmont Village Senior Living
500 S. Winchester Blvd. 
San Jose, CA 95128
Peter Johnson, Jr. –  Financial Advisor
Maureen O’Connell, Esq. – Trusts and Estates Attorney
Linda Nastari, LCSW – Communications Specialist
Your legacy is more than assets and debts. Please join us for an informative presentation on how to create an estate plan that minimizes stress and conflict among your loved ones. This presentation will provide positive, proactive tools for developing future estate plans and advice for families who are already in conflict. 
Wine, cheese and light hors d’oeuvres will be served
RSVP – 408-984-4767


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