Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Authored, “Tools and Techniques of Estate Planning for Modern Families”

CHICAGO - December 1, 2019 - Kim Kamin, Gresham Partners' Chief Wealth Strategist and also editor and co-author of Tools & Techniques of Estate Planning for Modern Families (3rd Edition, 2019), has made several presentations based on material in this up-to-date guide for estate planners.

Her presentations addressed the numerous estate planning challenges that ultra-high net worth families and their advisors must now consider as the traditional nuclear family is no longer the presumption. These challenges are a result of multiple demographic changes, including same-sex marriages, blended families, cohabitation and different paths to parenthood that go well beyond adoption.

Presentations this year on this popular topic have included:
• The ALI-CLE National Audio Webcast, held on January 30th and the ALI-CLE Planning
Techniques for Large Estates Event, held on April 4th in Scottsdale;
• The Family Office Exchange's Senior Management Council Event, held on March 1st in Fort
Lauderdale, and The Family Office Exchange's Family Office Forum, held on July 17th in
Chicago;
• The National Association of Personal Financial Planners Event, held on October 2nd in
Chicago; and,
• The Chicago Estate Planning Council's Estate Planning Workshop, held on October 23rd in
Chicago.

Additionally, Kim participated on the following panels this year that addressed several timely estate planning topics:
• Playing the Disclaim Game: Accessing Optionality in Planning and Problem-Solving at the
53rd Annual Heckerling Institute on Estate Planning, held on January 17th in Orlando.
• Whose Will Is It: Does the Settlor's Intent Matter at the American College of Trust and Estate
Counsel's Annual Meeting on March 1st in La Quinta, CA;
• Leveraging Your Voice - Rising Gen Empowerment in Family Philanthropy, Business and
Trust Matters at the Nexus Global Summit on July 26th in New York City; and,
• Collaboration When Working with the Contemporary Family at the 45th Annual Notre Dame

Tax & Estate Planning Institute, held on September 26th in South Bend, IN. This panel
discussed issues regarding how various types of professional advisors can collaborate
effectively in serving the modern family;
If you would like more information about the publication Tools & Techniques of Estate Planning for
Modern Families or any of the topics mentioned above, please contact Kim Kamin at
[email protected] or 312 327 5020.