Second Training Complete — Graduates Announced!

Please help us congratulate the second group of trainees to complete the Collaborative Practice Trusts & Estates training, which was held in San Mateo, California on November 7-8, 2014!

The Training was covered as the lead story in The San Mateo Daily Journal on the first day of the training.

Graduates of this course have completed their basic Collaborative Practice training, which includes:

  • Skills to begin a Collaborative case;
  • Familiarity with the Protocols developed for Trusts & Estates cases;
  • Ethical considerations when working with the Collaborative Model;
  • How to work as a Collaborative Team.

Please click on the Attendee List, below, to view the names and contact information of our most recent graduates.

Attendee List