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Forum Overview

Dates: April 30 - May 2, 2025

Location: Charleston, SC

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.

2025 Steering Committee

This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.

Committee Chair

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Jay W. Freiberg
Elman Freiberg PLLC

Committee Members

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Jared R. Cloud
Levenfeld Pearlstein, LLC
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Dana A. Dwiggins
Solomon Dwiggins Freer & Steadman, Ltd
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William T. Hennessey
Gunster
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Bridget A. Logstrom Koci
Dorsey & Whitney LLP
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Gail E. Mautner
Ballard Spahr LLP
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Charles W. Pieterse
Cummings & Lockwood LLC
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Mark Swirbalus
Holland & Knight LLP

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.

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 wealth of experience and knowledge of the participants was tremendous. By creating an environment that encourages open discussion and debate surrounding issues that are prevalent in my day-to-day practice, I feel that I gained more than participating or attending a presentation in a traditional seminar format. Meeting such a tremendous group of people from around the country who share common professional interests was the highlight.
Elizabeth L. Luckenbach

Dickinson Wright

Troy, MI

The unique format of the Cambridge Forum allows for a deeper examination of issues and best practices. I consistently find the comments of the participants to be thoughtful, practical and incredibly useful.
Charlie Pieterse

Whitman Breed Abbott & Morgan LLC

Greenwich, CT

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 participants for a special Reception and Dinner on Thursday, May 1, 2025 at 6:30 p.m. 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 guiding the wealth transfer process to help families protect their legacies. Founded in 2001, we provide high-touch trust and estate administration 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 advisors. This means they are in control to keep their team of trusted advisors in place. As trustee, we round out the client’s team of experts. Because we are singularly focused on premier trust and estate administration, we are able to support clients with complex assets and intricate family dynamics.

 

Cumberland Trust has redefined trust and estate administration. As a trusted partner in navigating the complexities of family wealth, we have surpassed $8 billion in assets under administration with ten offices serving clients nationwide. 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