Forum on Private Wealth Litigation


September 27 - 29, 2021 Carefree, Arizona


Learn why people return year after year

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

Kate Ross

Forum Director


+1 437 971 6813


[email protected]Email Kate

Cumberland Trust

Thank you to our Sponsor

We are pleased to announce that Cumberland Trust will be hosting all participants for a special Reception and Dinner on Tuesday, September 28th, 2021 at 7:00 p.m. We would like to thank Cumberland Trust for their support of the 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. The firm provides comprehensive trust and estate services, partnering with third-party advisors seeking these focused services for their own clients. Cumberland Trust primarily acts as a fiduciary and trusted advisor. It provides trust and estate administration, customizing strategies to bring peace-of-mind to clients and to advisors seeking lasting solutions to not only managing fortune, but family.


Established in Nashville in 2001, Cumberland Trust originated as a response to bank trust department consolidation and turnover to provide continuity and consistency from a corporate trustee. In keeping the core of the business focused on fiduciary services, Cumberland Trust welcomes a relationship with the family’s financial, legal, and tax advisors, a collaborative approach which re-introduces choice and control to clients.


Now celebrating 20 years in business, Cumberland Trust’s people-first services and open trust architecture have attracted $5 billion in assets under administration with ten offices serving clients in 48 states.

For more information please contact: Jennifer Karrels Menzie

Chief Operating Officer & Corporate Counsel

+1 615 783 2540 [email protected]

COVID-19 Precautions

The Forum on Private Wealth Litigation is scheduled to take place from September 27 – 29, 2021, at the Boulders Resort in Carefree, Arizona. Please see our COVID-19 Precautions page for details on our commitment to safety.

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