News
Announcing the Tech in Estate Planning Forum
Herbie is leading the charge in the conversation about technology in the field of Trusts & Estates.
Herbie is thrilled to announce the launch of the Tech in Estate Planning ("TEP") Forum, founded by Herbie's co-founder Michael Moritz, to bring the field's leading voices together around the questions shaping the future of Trusts & Estates.
Herbie is committed to excellence in the field of Trusts & Estates law. The TEP Forum is an expression of that commitment: a group convened to promote discourse about where estate planning is headed, the role technology plays in getting it there, and the important legal developments practitioners need to be tracking. At its core will be a series of roundtable discussions on the burgeoning issues in T&E — the emerging technological questions that don't yet have settled answers, tackled candidly by the people who spend their careers on them.
A group of extraordinary distinction
The TEP Forum is comprised of individuals of the most premier caliber.
Several members are Fellows of ACTEC — the American College of Trust and Estate Counsel — an invitation-only body whose members are nominated by their peers after at least a decade of practice and recognized as being among the most skilled and experienced estate planning attorneys in the country. Fellowship is not applied for but conferred, and it remains one of the profession's clearest marks of excellence.
Two members — Gerry Beyer and Mary Vandenack — hold an even rarer distinction as inductees into the National Association of Estate Planners & Councils' Estate Planning Hall of Fame, an honor reserved for the small handful of individuals whose contributions have durably shaped the entire field.
Others carry Chambers High Net Worth Guide rankings, the result of exhaustive independent research and confidential client and peer interviews that few attorneys ever achieve. These rankings place attorneys in the very top tier of their practice area nationally, a level occupied by only a select few.
Between these individuals are decades upon decades of combined expertise at the highest reaches of trusts and estates practice, scholarship and thought leadership.
The inaugural members
The group is founded and moderated by Michael Moritz, Herbie's Co-Founder — who put it best: "It's an honor, and a genuine thrill, to have brought together such an amazingly accomplished group of people in one room. I look forward to moderating our roundtables in the months to come."
The inaugural members include:
Gerry Beyer — Trusts & Estates Professor and author at Texas Tech Law School; member of ACTEC and inductee into the NAEPC Estate Planning Hall of Fame.
Ross Bruch — Managing Director, Senior Wealth Planner at Brown Brothers Harriman; co-host of the Digital Planning Podcast.
Matthew Erskine — Fourth-generation estate planner in Worcester, Massachusetts; estate planning columnist with Forbes and Leimberg.
David Handler — Chambers Band 1-ranked Partner at Kirkland & Ellis in Chicago; member of ACTEC.
David Haughton — VP of Estate Planning at Carson Group; columnist with Kitces; former legal counsel at Wealth.com.
Jillian Merns — Chambers-ranked Head of Private Wealth practice at Davis Polk in New York; member of ACTEC.
Brian Smith — Chambers-ranked Shareholder at Greenberg Traurig in New York.
Mary Vandenack — Omaha-based attorney at Erickson Sederstrom; member of ACTEC and inductee into the NAEPC Estate Planning Hall of Fame.
Each member's inclusion in TEP does not signify any endorsement, affiliation or any other relationship by such TEP member or such individual's firm of Herbie or its platform; nor does any member represent to have any legal relationship with Herbie or any user or client of Herbie.
Herbie is thrilled to announce the launch of the Tech in Estate Planning ("TEP") Forum, founded by Herbie's co-founder Michael Moritz, to bring the field's leading voices together around the questions shaping the future of Trusts & Estates.
Herbie is committed to excellence in the field of Trusts & Estates law. The TEP Forum is an expression of that commitment: a group convened to promote discourse about where estate planning is headed, the role technology plays in getting it there, and the important legal developments practitioners need to be tracking. At its core will be a series of roundtable discussions on the burgeoning issues in T&E — the emerging technological questions that don't yet have settled answers, tackled candidly by the people who spend their careers on them.
A group of extraordinary distinction
The TEP Forum is comprised of individuals of the most premier caliber.
Several members are Fellows of ACTEC — the American College of Trust and Estate Counsel — an invitation-only body whose members are nominated by their peers after at least a decade of practice and recognized as being among the most skilled and experienced estate planning attorneys in the country. Fellowship is not applied for but conferred, and it remains one of the profession's clearest marks of excellence.
Two members — Gerry Beyer and Mary Vandenack — hold an even rarer distinction as inductees into the National Association of Estate Planners & Councils' Estate Planning Hall of Fame, an honor reserved for the small handful of individuals whose contributions have durably shaped the entire field.
Others carry Chambers High Net Worth Guide rankings, the result of exhaustive independent research and confidential client and peer interviews that few attorneys ever achieve. These rankings place attorneys in the very top tier of their practice area nationally, a level occupied by only a select few.
Between these individuals are decades upon decades of combined expertise at the highest reaches of trusts and estates practice, scholarship and thought leadership.
The inaugural members
The group is founded and moderated by Michael Moritz, Herbie's Co-Founder — who put it best: "It's an honor, and a genuine thrill, to have brought together such an amazingly accomplished group of people in one room. I look forward to moderating our roundtables in the months to come."
The inaugural members include:
Gerry Beyer — Trusts & Estates Professor and author at Texas Tech Law School; member of ACTEC and inductee into the NAEPC Estate Planning Hall of Fame.
Ross Bruch — Managing Director, Senior Wealth Planner at Brown Brothers Harriman; co-host of the Digital Planning Podcast.
Matthew Erskine — Fourth-generation estate planner in Worcester, Massachusetts; estate planning columnist with Forbes and Leimberg.
David Handler — Chambers Band 1-ranked Partner at Kirkland & Ellis in Chicago; member of ACTEC.
David Haughton — VP of Estate Planning at Carson Group; columnist with Kitces; former legal counsel at Wealth.com.
Jillian Merns — Chambers-ranked Head of Private Wealth practice at Davis Polk in New York; member of ACTEC.
Brian Smith — Chambers-ranked Shareholder at Greenberg Traurig in New York.
Mary Vandenack — Omaha-based attorney at Erickson Sederstrom; member of ACTEC and inductee into the NAEPC Estate Planning Hall of Fame.
Each member's inclusion in TEP does not signify any endorsement, affiliation or any other relationship by such TEP member or such individual's firm of Herbie or its platform; nor does any member represent to have any legal relationship with Herbie or any user or client of Herbie.
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