A new article, published by Douglas Rosner, Esq., on the subject of Collaborative Practice it relates to trusts and estates:
http://www.familydivorcesolutions.com/resolve-your-trust-and-estate-issues-without-going-to-court/
Doug Rosner is an attorney practicing in Westlake Village, California.
We are pleased to report that Harvard Law School will be again be offering a fall course on Collaborative Law in 2016. The three-credit course, which focuses on ethics issues, is entitled “Legal Profession: Collaborative Law.” The course will be taught by David A. Hoffman, Esq., Mediator, Arbitrator, Collaborative Lawyer, of the Boston Law Collaborative, LLC.
If you’re interested in learning more, here’s a link to the course listing: http://hls.harvard.edu/academics/curriculum/catalog/default.aspx?o=70301
David Hoffman, who lectures at Harvard University and is a co-founder of Boston Collaborative Law, presents a powerful and inspiring TEDx talk on Lawyers as Peacemakers at Northern Illinois University in June, 2016. This is well worth the 17 minutes it takes to watch, and presents the big-picture view of the revolution in legal services that Collaborative Law is part of.
View Mr. Hoffman’s bio here at LinkedIn.
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.
Do you want to do what’s truly best for your family, but feel overwhelmed by the complexity and uncertainty of estate planning? This class, taught by an attorney, a financial professional, and a counselor will take you step by step through:
Download the flyer here, and sign up today! A small investment of time could very well bring lasting results for you and your family.
Date: May 14, 2016
Time: 9:00 a.m. – noon
Location: 3880 S. Bascom Ave, San Jose, CA 95124, Second floor conference room
Cost: FREE
To RSVP: email jeanpetrick@sbcglobal.net
Nancy Ross, LCSW, discusses the history of Collaborative Practice, and her involvement with its development in this interview with Peter Johnson, held on February 11, 2016. During the interview, Nancy illustrates the benefits of Collaborative Practice to families, as well as its contribution to the development of professional leaders. She also touches on the recent emergence of Collaborative Practice Trusts & Estates, and her hopes for the future of the movement and its impact on the broader community.
— “I just finished watching the entire interview. What an amazing piece of work. Congratulations … on such an insightful, warm, and understandable presentation on what Collaborative Practice is and what it has meant in Nancy’s life and the lives of those who have benefitted from it. Well done!” — Linda S., Attorney
Collaborative Practice Trusts & Estates Training
Jan 29-31, 2016
San Jose, CA
Are you interested in differentiating yourself from the crowd? Providing real benefits and lasting value to your clients? Making a difference in families’ lives now and for generations to come? Curious about Collaborative Practice? Would you like to know how Collaborative Practice is being applied in the area of trusts and estates?
We’ll address all these questions and more in the second Collaborative Practice Trusts & Estates Training, which will be held in San Jose, California, on January 29th-30th, 2016. (An advanced version of the training — designed for professionals who themselves want to become trainers — is also available, which includes a third day added on January 31st.)
During this training, we’ll cover the basics of Collaborative Practice, and how the structure that’s proven so effective in resolving family conflict is now being applied in the critical area of Trusts & Estates. We’ll cover everything you need to know so you can walk out of the room on Saturday, ready to put these tools to work in your practice immediately. You’ll learn:
If you have questions, or are interested in registering, please contact Jean Petrick at (408) 973-1002.
We are pleased to report that Harvard Law School will be offering a course this fall on Collaborative Law. The three-credit course, which focuses on ethics issues, is entitled “Legal Profession: Collaborative Law.” The enrollment is capped at 40 students, and there is currently a waiting list to get into the course. The course will be taught by David A. Hoffman, Esq., Mediator, Arbitrator, Collaborative Lawyer, of the Boston Law Collaborative, LLC.
If you’re interested in learning more, here’s a link to the course listing: http://hls.harvard.edu/academics/curriculum/catalog/index.html?o=68531.
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
Date: November 25, 2014
Guest Speakers:
Peter Johnson, PWJohnson Wealth Management
Nancy Ross, BSR Counseling Services
Victoria Tran Sood, Tran Sood Law Firm
Downloads:
Summary: A discussion around the benefits of the Collaborative Practice inter-disciplinary team approach, and how it can be applied to pre-mortem as well as post-mortem estate planning and settlement. The Collaborative Practice model is well-positioned to have a major impact: it’s established, widely-recognized and highly effective.
About the Purposeful Planning Institute: The Purposeful Planning Institute (“PPI”) attracts individuals and firms who believe there is a better way, a better process, a better practice lying just ahead of us and that our past experiences and knowledge are merely a prelude to our finest hours in service to our clients. It is the most affordable and easily accessible educational and training platform for advisors to HNW and UHNW clients. PPI offers great value through easily accessible educational content, programs, and training for financial advisors, estate planning attorneys, and other professionals and consultants serving families of wealth and families in business.
Important Points:
For more information on the Collaborative Practice and stay up-to-date with developments visit: www.CollaborativeEstates.com or contact jeanpetrick@sbcglobal.net.
Purposeful Quote: We tend to think we live our lives in the context of money; but that’s backwards. In reality, money lives within the context of our lives and relationships.
Introduction to Our Guest Speakers
Peter W. Johnson, Jr., PFP, is founder of PWJohnson Wealth Management, a Registered Investment Advisory firm based in Los Altos, California. His independent firm provides investment and financial planning services to clients who seek to maximize their long-term financial health. The firm’s compensation is derived solely from fees; that is, we receive no commissions on any investment or other products.
Peter has operated his current practice for over 20 years and the firm manages in excess of $50 million for individuals, families and trusts. Prior to establishing the advisory practice, Peter spent ten years in the investment industry working as an account executive at various brokerage firms and with the Benham (now American Century) group of mutual funds.
Peter received a Bachelor’s Degree in Business Administration/Finance from the University of Santa Clara in 1979, graduating first in his class. In 1986, he earned the Personal Financial Planner designation from the University of California.
His peers have recognized Peter as a leader in the field of Financial Planning. Peter currently serves as Co-Chair of the Trusts and Estates Committee of Collaborative Practice, Silicon Valley. He previously served on the Ethics Board of the Financial Planning Association (FPA), a national trade group with over 29,000 members. As past President of the Silicon Valley Chapter of the FPA, Peter worked to educate others in the industry on how to efficiently and effectively manage clients, wealth, and build successful planning businesses. Peter has also been recognized through the media. His expertise in both financial planning and technology has led him to prominence as a financial industry writer and speaker. Peter has been a contributor to industry magazines such as the Journal of Financial Planning, Financial Advisory Practice and The Journal of Practical Estate Planning, has been quoted in leading consumer publications such as the Silicon Valley Business Journal and Black Enterprise, and has spoken at national, regional and local financial industry conferences and events throughout the United States.
As an outgrowth of his commitments to education and community, Peter founded The Financial Literacy Project, which makes financial education and coaching available at little or not cost to consumers through local, independent bookstores and libraries. Peter was also co-producer of one of the earliest podcasts, called Pro Money Talk, which consisted of interviews with the top names in personal finance, and generated two million downloads in over 100 countries.
Nancy J. Ross, LCSW, BCD
Nancy is a licensed clinical social worker whose interest has always been in helping couples and families realize their goals of healthier family dynamics. As a mediator, coach and psychotherapist, she works with individuals and families throughout their entire life cycle including pre-marital and marital counseling, in helping them cope more effectively with life challenges.
For over 20 years Nancy Ross, LCSW has helped individuals and groups in developing Collaborative Practice skills and principles. First as a co-developer of Collaborative Divorce concept, an interdisciplinary approach to Collaborative Practice, and as a co-founder of the International Academy of Collaborative Practice, her focus has been to bring interdisciplinary collaborative principles to professionals and families alike. She has trained Collaborative professionals both nationally and internationally in the Collaborative Divorce team model. Currently she is seeking to bring the same goals of creating healthier family relationships to the Trusts and Estates arena, where she will be presenting the second Interdisciplinary Collaborative Trusts and Estates Training in November of 2014.
Victoria Tran Sood, Tran Sood Law Firm
Victoria Tran Sood is a specialist in Estate Planning, Trust and Probate Law certified by the State Bar of California Board of Legal Specialization. Victoria has extensive mediation and litigation experience in representing clients with complex contested probate, trust, conservatorship, and guardianship matters in probate and appellate courts throughout California. She also serves as court appointed attorney for Santa Clara County and San Francisco County probate courts to represent and protect (proposed) conservatees in conservatorship matters.
Victoria is trained in collaborative practice with emphasis in trusts and estates. Victoria is a member of Collaborative Practice Silicon Valley.
Collaborative Practice Trusts & Estates 