Who We Are & What We Do

Massachusetts Forum of Estate Planning Attorneys, INC logo

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. 

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.

Additional Membership Benefits Include:
- Eligibility to vote for the Board of Directors who set the programming & priorities & direction for the group throughout the year
- FREE half day quarterly meeting attendance
- Priority attendance for sold-out meetings
- Discounted tuition to attend our annual full day meeting
- Access to the Forum’s closed social media groups

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.

George Constant profile picture
Paul Bernstien profile picture
Virgilio Ong
Noreen Murphy profile picture
Suzanne Sayward profile picture
Allen Marquis profile picture
Nicole James profile picture
Christine Linsay profile picture
Timothy Borchers profile picture
Brandon Waleka profile picture
Nancy Kelleigh profile picture
Danielle Van Ess profile picture
Pamela Greenfield