Estate Planning for the Modern Family
Gresham Partners, LLC
1.0 CLE approval pending
1.0 CPE approval pending
CPA attendance certificates provided
As the traditional nuclear family has changed because of evolving social and legal norms and scientific and technological developments, estate planning advisors must be prepared both for issue spotting and thoughtful problem solving for issues clients face, how existing trusts are interpreted, and how new estate planning instruments can be drafted for sufficient flexibility. The discussion will touch upon a potpourri of issues to consider for diversity, equity, and inclusion, such as: divorce and blended families, unmarried couples, adoption and nonmarital children, supplemental needs planning, assisted reproductive technologies and posthumous reproduction, digital assets . . . and more!
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KIM KAMIN is a Principal at Gresham Partners LLC, an independent multi-family office that currently serves about 100 ultra-high net worth families nationally. At Gresham, Ms. Kamin serves as Chief Wealth Strategist, leading Gresham’s development and implementation of estate, wealth transfer, philanthropic, educational and fiduciary planning activities. Previously she was a partner at Schiff Hardin LLP where she practiced in trusts and estates for many years.
Ms. Kamin is an adjunct professor at the Northwestern University Pritzker School of Law, on the Editorial Advisory Board of Trusts and Estates Magazine, President for the Chicago Estate Planning Council, and on advisory boards for multiple local philanthropic organizations. She is a member of The Economic Club of Chicago, a Regent with the American College of Trust and Estate Counsel, and serves on Leaders Council for the UHNW Institute.
She is a frequent speaker and writer nationally, who co-authored the Leimberg Library book, Estate Planning for Modern Families. Ms. Kamin received her B.A. from Stanford University and her J.D. from the University of Chicago Law School.