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Forum Overview

Dates: April 29 - May 1, 2026

Location: Napa Valley, CA

The Steering Committee welcomes a select group of up to 48 preeminent fiduciary litigators from across the United States. Each participant specializes in assisting HNW and UHNW clients in resolving disputes relating to their estates. This Forum provides an opportunity to explore common concerns, exchange ideas and resolve challenges faced on behalf of these clients.

 

Using candid, seminar-style discussion, the group identifies trends and developments in their varied jurisdictions for meaningful dialogue on the most interesting and provocative issues of the day.

CONNECT. ENGAGE. EXCEL. This is a different event, unlike any you've attended

Built on meaningful interactions and genuine connections, the Forum is the premiere gathering for preeminent leaders helping HNW and UHNW clients resolve disputes relating to their estates.

I go to a lot of legal conferences each year. The Forum is by far the most productive, informative, beneficial meeting I attend. The format is ideal for the exchange of ideas.
Adam Gaslowitz

Partner

Gaslowitz Frankel, LLC

Atlanta, GA

Once again, the Cambridge Forum has delivered on my expectations for making deep connections with a wonderful group of people, engaging in dynamic, informative discussions about highly relevant topics, facilitated by true experts in the field. The Cambridge staff organizes and hosts these events with a level of care and professionalism that is second to none.
Todd Flubacher

Partner

Morris, Nichols, Arsht & Tunnell LLP

Wilmington, DE

The Forum is a roundtable discussion event at the highest level in our professional area. Highly experienced attorneys actively discuss some of the most interesting and cutting edge issues in one practice area, with a peer discussion leader who sets up the issues and helps keep the ball rolling. However, there is never any lack of discussion in these respectful and spirited exchanges. These meetings really help get your blood flowing and will probably remind you again and again why you love your practice. The viewpoints from around the country are also key.
Margaret E.W. Sager

Heckscher, Teillon, Terrill & Sager, PC

West Conshohocken, PA

The Forum is a unique opportunity to interact with the best and the brightest trust and estate litigators and planners in the country in a collegial peer led format. It is hands down the best legal conference I have ever attended.- Austin Bond tulsa
Austin Bond

Bond | Gill PLLC

Tusla, OK

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SPONSORING THIS FORUM

The Steering Committee would like to thank the following sponsor for their support of the Cambridge Forum on Private Wealth Litigation​.

Please click the logo below to learn more about our Sponsor.

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VISIT THEIR WEBSITE
For more information please contact:
Jennie Karrels Menzie

CEO & President

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Thank you to our Sponsor

We are pleased to announce that Cumberland Trust will once again be hosting all participants for a Networking Reception and Dinner on Thursday, April 30th, 2026. We would like to thank Cumberland Trust for their continued support of the Cambridge Forum on Private Wealth Litigation.

 

About Cumberland Trust

Cumberland Trust is an independent trust company experienced in navigating the wealth transfer process to help families protect their legacies. Founded in 2001, we provide high-touch trust and estate administration services tailored to our clients’ unique needs. We’re not your typical trustee; we’re an administration-only trustee, and that’s what makes us exceptional.

 

With Cumberland Trust, our clients have the freedom to work with their chosen financial advisor, estate planning attorney, accountant, and other professional advisors. Under our model, the client has the control to retain their team of trusted advisors and, as trustee, we round out the client’s team of experts. Singularly focused on premier trust and estate administration, Cumberland Trust supports clients with complex assets and modern family dynamics.

 

Cumberland Trust has redefined trust and estate administration. With a team experienced in handling the complexities of family wealth, we have surpassed $10 billion in assets under administration and have eleven offices serving clients nationwide.  

Cumberland Trust would like to share a thought leadership piece with you. Please view the link below:  

 

Educating the Next Generation of Trust Beneficiaries 

 

For more information, visit cumberlandtrust.com.

STILL UNSURE? Learn why people return year after year

Hear how our participants describe the practical benefits of our forums.

Yeonah Park

Forum Director