This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.
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
Committee Chair
Committee Members
Forum Director
Yeonah Park is a seasoned professional with extensive experience in managing international events for one of the largest professional services of accounting and consulting firms. With a bachelor’s degree in Commerce from the Toronto Metropolitan University, she has honed her skills in event management and thrives in dynamic environments. Yeonah is a CMP Certified Meeting Professional, demonstrating her commitment to excellence in the field.
Yeonah brings her passion for learning and dedication to excellence, poised to make significant contributions to the team’s success. Outside of the office, she enjoys road cycling, travelling, and spending quality time with family and friends.
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.
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.
For more information please contact:
Jennifer Karrels Menzie
President, Chief Operating Officer, and Corporate Counsel
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.
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.
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