*Collaborative Interdisciplinary Trusts & Estates Team Training for Trust andEstates for Trust and Estates Professionals

*Attorneys, Licensed Mental Health and Eldercare Professionals, and Financial Planners

At This Unique Training, You Will Learn:Actual skills and procedures to begin and

manage Collaborative casesWhat sets interdisciplinary Collaborative Practice

apart from other ADR modalities The new interdisciplinary Collaborative Practice

Protocols developed for Trust and Estates casesEthical considerations when working in the

Collaborative modelHow the Collaborative process integrates the

roles and functions of all team membersHow to create a Collaborative TeamPowerful ways to utilize a team process to deal

with difficult clients, other professionals, andproblematic situations

Trainers: *Cathy Daigle, CFP®, CDFA™, *Alan L. Nobler, JD, Maureen O’Connell, JD, *Nancy Ross, LCSW, BCD, and Linda Silveria, JD*Trainers meet IACP standards

Training Registration Form

Name ___________________________________________________________ Profession _________________________________

Address _________________________________________________________ Degree & License Number _____________________

City ______________________________________ State _________________________Zip Code ____________________________

Telephone _______________________________________ Email _______________________________________________________(All registration confirmations are sent by email only.)

_______ Registration Fee: $425.00 (Lunch included)_______ Early Bird Registration Fee: $400.00. Early bird registrations must be postmarked not later than August 1, 2012

Detach and mail the registration form along with a check made payable to: Bauer Shepherd & Ross

Bauer Shepherd & RossAttn: Jean Petrick (email: jeanpetrick@sbcglobal.net)21685 Granada AvenueCupertino, CA 95014(408) 973-1001

Full refunds will be given outside 30 days of the training. A $50.00 processing fee will be deducted. Refunds within 30 days of thetraining will not be given.

Collaborative Practice Silicon Valley is a State Bar of California approved MCLE provider. This course has been certified for 13 hoursof MCLE credit, Masters’ level mental health, and financial professionals continuing education units.

WHERE: County of Santa Clara, Office of Human Relations2310 North First Street San Jose, CA 95113

WHEN: Friday and Saturday, September 7 and 8, 2012 9:00 a.m. through 5:00 p.m. Registration begins at 8:30 a.m.

COST: $425.00$400.00 Early Bird Registrations postmarked by 8/1/2012

Includes: Demonstrations of typical Collaborative cases,participant role plays and panel discussions byexperienced practitioners.