Collaborative Estates at CP Cal Celebration 2015

Collaborative Practice Trusts, Estates & Elders will be represented at the 10th Annual CP Cal Celebration in Los Angeles this Friday through Sunday, April 24-26, 2015. Come learn how the Collaborative Practice model is changing estate planning in exciting ways, and how you can be a part of it!

Collaborative Practice Trusts, Estates and Elders: Spreading the Word

A CP Cal Celebration Meetup

Featuring Nancy Ross, LCSW and Alan Nobler, Esq.

4:15-5:15 p.m. at “Hanger 358”

April 24, 2015

  • New Developments: Trust & Estates Options Presentation
  • What’s the purpose?
  • What can we accomplish?
  • Moving Forward: The Three Pillars of CPTEE
  • Training: Professional Development 
  • Professional Inclusion: Practice Groups
  • Public Education
  • Feedback from Other Groups: What’s Happening in California?
  • Role of CP-CAL/IACP

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