Dates: May 2023
Location: Scottsdale , Arizona
The Steering Committee welcomes 48 senior lawyers, trustees, private bankers and CPAs, within the age cohort of 40 to mid-50, who advise HNW & UHNW American families on estates, trusts and tax law.
Using candid, seminar-style discussions at this annual meeting, the group examines trends and developments in every jurisdiction across a multitude of disciplines. Participants are able to engage in meaningful dialogue about the most pressing issues facing their clients and build valuable networks of like-minded peers.
Built on genuine interactions and spontaneous connections, the Forum is a unique opportunity for practical discussions among preeminent leaders who advise HNW & UHNW American families on estates, trusts and tax law.
"The Forum was unlike any program that I have ever attended. I found it to be very beneficial. The open dialogue between participants kept everyone engaged. It felt much more like a conversation than a typical CLE."Michael M. Gordon Director Gordon, Fournaris & Mammarella, P.A. Wilmington, DE
"The Forum was excellent and exceeded my expectations. Terrific group of practitioners with high-level technical and practical experience and all willing to share their perspective."Jeremy B. Crickard Partner Sullivan, McGibbons, Crickard & Associates, LLP San Diego, CA
"The format of the Forum is so unique. It encourages participants to be open with their planning concerns and solicit real time advice and suggestions. It is a great opportunity to hear from peers, gain perspectives, understand issues and opportunities available in other states, and truly build relationships."Cynthia D.M. Brown President Commonwealth Trust Company Wilmington, DE