Estate Planning and Business Law

Another Option in Trust Administration Disputes -- Collaborative Practice for Estate Planning and Trust Administration

Collaborative Practice for Estate Planning and Trust Administration provides the means of resolving familial conflicts without involving the legal system and protracted litigation. Instead, these conflicts can be resolved with a team of trained professionals focused on resolving familial conflicts regarding elder care, inheritance distribution, and estate plan preparation.

What professions make up a Collaborative Practice Team for Estate Planning and Trust Administration?

A Collaborative Practice team consists of the following professionals:

  1. at least one collaborative trusts and estates lawyer to provide the appropriate legal information required for good decision making;
  2. a communication skills specialist or mental health professional to facilitate adverse dialogue and conversation between family members, and
  3. a financial specialist to assist in educating your family on the financial implications of your estate.

Collaborative Practice utilizes a team that receives input from all parties of a dispute to create a settlement. Matters that can benefit from Collaborative Practice include estate contests, financial elder abuse, guardianship/conservator disputes, and beneficiary and trust disputes.

There are numerous benefits of using Collaborative Practice including the conservation of financial and emotional resources, and it allows the family unit to stay intact.

Collaborative Practice for Estate Planning and Trust Administration allows your family to control the process. Collaborative Practices avoids litigation, is confidential, reduces family conflict, and improves relationships.

If you would like more information regarding Collaborative Practice for Estate Planning and Trust Administration contact Ivette M. Santaella of Santaella & Jahangiri, LLP -- your Tri-Valley, San Ramon, Dublin and Danville estate planning and trust administration attorneys.

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