IACP APRIL WEBINAR: MANAGING ESTATES AND FAMILY LEGACY IN COLLABORATIVE PRACTICE

Join Nancy Ross, LCSW, BCD and Patricia De Fonte to learn how a Collaborative Interdisciplinary estate planning case works.Through discussion and case examples, they will examine what often goes through the mind of estate lawyers when creating a trust and how Collaborative Trusts & Estates can fill gaps in traditional planning to support both a meaningful financial and emotional legacy for families.

Participants will explore the challenges faced by lawyers and neutral professionals, the similarities and differences between Collaborative Trusts & Estates and the Collaborative Divorce process, and how Collaborative practitioners are uniquely trained for this rewarding and complex work. The session also follows a family’s story as they navigate the dynamics of family relationships and establish a trust with the support of a Collaborative team.

Date: Wednesday, April 29
Time: 6pm PT / 9pm ET (check your time here)
Length of Webinar: 60 mins, followed by 30 min discussion
Pricing: Free for IACP members / USD 50 for non-members
Moderator: Mark Soboslai

Please register by one hour in advance to receive
your Zoom link in time for the session.