Presenter Training for Trusts and Estate Options

Trust and Estates Options is a brand-new public seminar designed to be an informative review of the choices families have in making estate planning decisions and resolving disputes (see previous post). Today marked the public debut of the seminar, at the annual California Collaborative Practice conference held in Redwood City, California. Participating in this ground-breaking rollout (below, from left to right) were our amazing colleagues Kamela Laird, JD; Cathy Daigle, CFP®, CDFA™; Nancy J. Ross, LCSW, BCD; Keith Britany, MFT; and Doug Rosner, JD.

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One thought on “Presenter Training for Trusts and Estate Options

  1. This was a wonderful presentation! I’m so proud of us!

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