I call to your attention two no-fee teleseminars being offered this month by the Purposeful Planning Institute; one or both might be worth your time. Take a look below for all the information. If you want to join either call, get your complimentary PIN number.
The first, presented by John O'Grady on November 11, is titled "Navigate Epic Aging & Inheritance Conflicts to Build Your Practice." The session is described:
Drama, trauma, greed, and crisis at end of life present angst and opportunity. In fact, these are the elements of a Greek tragedy in which power, control, sibling rivalry, patriarchal privilege, and other thorny issues threaten to tear families apart. The inheritance battles escalate as the older adult loses mental capacity. Growing a thriving collaborative trusts & estates practice in service to these conflicted families is a way to make a profound and lasting impact at a critical time. Transforming regret, repression, and depression into full self-expression – especially when it is messy -- is cause for celebration. During this training, Estate Planning Lawyer and Mediator of Estate Battles John O’Grady equips you to begin to navigate the epic conflicts about death, taxes, and inheritance so those you serve can address the underlying conflicts, salvage important relationships, and welcome a measure of inner peace, love, and understanding.
“In most cases, the conflict is not about who inherits the dining room table. It’s about the issues under the table that are just now seeing the light of day.”
The second teleseminar I call to your attention is "The Collaborative Practice Revolution in Trusts & Estates," to be given on November 25. I had the opportunity to speak with Peter Johnson, one of the presenters, in August at this year's PPI Rendezvous. Our time in conversation was stimulating and the bonus for me was learning
Join us for an exciting discussion about 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.