Massachusetts Forum of Estate Planning Attorneys, Inc.

A Rising Tide Lifts All Ships

Founded in 2008, the Massachusetts Forum of Estate Planning Attorneys, Inc. (the "MA Forum") is a collegial group of New England lawyers practicing trust & estate planning &/or administration, elder law, asset protection planning, taxation, or business planning.

Membership Benefits Include:

  • Invaluable networking, guidance & input from dedicated peers to brainstorm common issues important to your clients & to your practice
    Eligibility to vote for the Board of officers and directors who set the programming and priorities and direction for the group through the year

  • FREE half day quarterly CLE meetings (Nonmembers pay $50 per meeting or $200 for all 4 quarterly half day programs throughout the year).

  • Priority attendance for sold-out meetings + discount on the cost to attend our annual full day CLE program 

  • Access to the Forum’s closed LinkedIn page

  • Special emails from the Board throughout the year keeping you posted about upcoming events and topics of interest

  • FREE (members-only) Monthly Lunchtime Virtual Drop-Ins to collaborate, talk shop, ask substantive questions, share tips, tricks, and test ideas.

Quarterly Meeting

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Testimonial

"For me, the education and collegiality at the quarterly meetings are the best part of the Mass Forum. The topics are relevant and I learn so much from the presenters and fellow attendees. If you are a current member, I recommend you block out the quarterly meetings on your calendar to attend. If you are not yet a member, this is the best investment of time you can make for your practice."

-Tom A.

Who We Are & What We Do

Members enhance professional competence via educational programming in substantive law & practice management & development, based on a shared value system of noncompetition & the belief that "a rising tide lifts all ships."

Members enjoy regular opportunities for networking & brainstorming issues important to our clients & to our practices. Members arrange & participate in informal topical study groups, collaborative document review and improvement, & informal mentoring & resource-sharing. The resulting mutual respect & admiration & gratitude of this group of peers form the basis of quality, long time friendships, both personal & professional.

Any attorney who subscribes to the above-described belief system & promises to uphold & adhere to the standards of the group as a whole, & who is licensed to practice law under the jurisdiction of any state in the United States; & who is a member of WealthCounsel LLC, or one of its affiliates, may apply for membership in the MA Forum.

Membership Dues

The Board of Directors has set the annual membership dues for the 2023 calendar year (January 1 - December 31, 2023) at $195 per attorney member (not per firm).

All members should pay their dues to renew their annual membership by the first week of January. We are unable to pro-rate the annual dues.

To apply for 2023 Membership in the Massachusetts Forum of Estate Planning Attorneys, please click the blue "Apply Now" button below.