WealthCounsel Member Forum Support Program

 

Register for State Forum Events: www.wealthcounselforums.com/ 
         » View Webinar Introducing New State Forum Website.

State/Regional Forum Resources:

What is a State or Regional Forum?

A state or regional forum is a group of attorneys, typically comprised of both WealthCounsel members and non-members, who get together on a regular basis to  discuss specific issues that are relevant to the practice of estate planning in
their area, and who often address legal issues unique to their jurisdiction. 

Forums are sometimes involved in their state legislative process, and often meet to apprise the forum participants of important changes in the law that affect their practices. Forums also often discuss and develop unique estate planning solutions and document language unique to their jurisdictions. 

estate planning forums
Blue=Active State Forums
Yellow=Active Regional Forums

WealthCounsel Member Forum Support Program

WealthCounsel recognizes the important contribution that the state and regional forums provide our members. We plan to offer support to the forums that will enhance the member experience while maintaining the independent nature of these value-added state and regional forums. To that end, we are developing a program that will at least include both organization and financial sponsorship for new forums and enhanced state specific document programming services for all qualified forums. 

Lew Dymond, Dymond Consulting, has returned to the WealthCounsel staff to assist in the development and implementation of this new member service. Lew will focus primarily on providing jurisdictionally-preferred WealthDocx customization for state or regional forums (beyond the scope of WealthCounsel's commitment to maintain state specificity to the greatest degree possible). 

Learn more about the Member Forum Support Program.

» Get Involved

State Forum Speakers Bureau  

WealthCounsel is creating a State Forum Speakers Bureau to provide state forums with expert speakers and topics for the purpose of providing quality, symposium level education at local forum meetings.  The State Forum Speakers Bureau will be listed on the newly designed state forum website where state forum leaders throughout the country will select speakers and topics for their conferences and forum meetings.  If you are interested in joining the State Forum Speakers Bureau, please click here to download an application.  Additional details such as qualifications and compensation are provided on the application form.

Active State and Regional Forums
 State/Region  Forum Leader - Phone - E-mail
 Arizona  Mark Bregman - 480-945-1800 - mbregman@bregmanandburt.com
 California (N)  Jeb Burton - 916-570-2740 - jburton@lawburton.com
 California (S)  David Duringer - info@lawnews.tv
 Colorado  Alan Jahde - 303-782-0003 - alan@andersonjahde.com
 Connecticut  Jonathan Peck - 860-346-1400 - Jon@PECK-TUNESKI.COM
 D.C. Metro  D.C. Metro Regional Forum consists of DC, DE, MD, PA, VA 
 Emma Cummingsd>
 Florida (Central)  Matthew A. Tavrides - 407-843-8441 - matt@matpa.net
 Florida (S)  Matthew Staab - 954-349-2012 - mstaab@staab-law.com
 Georgia  Chuck KinCannon - 770-951-7033 - cpk2001@bellsouth.net
 Illinois  Heinz Brisske - 630-682-0700 - hbrisske@huckbrisske.com
 Maryland  Emma Cummings, State Forum Liaison
  emma.cummings@wealthcounsel.com
 Massachusetts  Tim Borchers - tim@borcherslaw.com
 Michigan  David Ledbetter - 616-459-3333 - dgl@davidgledbetter.com
 Nevada  Lizette Sundvick - 702-384-3767 - lizette@sundvicklegacycenter.com
 New York/New
 Jersey Metro
 Marc Selden - 212-685-8456 - marc@eagleselden.com
 North Carolina  Thomas Sanford - 704-552-1110 - trsanford@franklegal.com
 Northern New
 England
 Rick Abbondanza - 207-772-5845 - rabbondanza@hablaw.com
 Northwest  Northwest Regional Forum consists of OR, WA and ID
 Eden Rose Brown - 503-581-1800 - eden@edenrosebrown.com
 Ohio  Ted Gudorf - 937-898-5583 - tedgudorf@aol.com
 Rhode Island  Stephen O'Neill - 401-331-0808 - steveoneillesq@yahoo.com
 South Carolina  Allison Van Nostrand - 843-471-1800  - Allison@FarinaLawFirm.com
 Texas  Erin Thrash - 512-263-5400 - erin@thrashlawfirm.com
 Utah   Shirlene Bastar - 415-945-0770 - shirlene@bastarsinger.com
 Washington   Emma Cummings, State Forum Liaison
  emma.cummings@wealthcounsel.com
 Wisconsin   Scott A. Swid - 715-692-7943    scott@swidlawoffices.com

How do I get involved?

If you are interested in learning more about the WealthCounsel Member Forum Support Program, or, if your region or state does not have a forum and you would like to explore ways to initiate a forum, please contact:

Emma Cummings
Member Forum Support Program
WealthCounsel, LLC
emma.cummings@WealthCounsel.com 
 

State/Regional Forum Calendar

Visit www.wealthcounselforums.com/calendar for a full list of State/Regional events.