Family Dynamics in Modern Families

Family Office Exchange
Webinar
February 24, 2021

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Estate Planning for the Modern Family” for the Family Office Exchange Rising Gen Leadership Program via national webinar.

The traditional nuclear family is no longer the presumption. With multiple demographic trends including blended families, same-sex marriages, nonmarital children and cohabitation alongside different paths to parenthood including adoption and assisted reproductive technologies there are numerous estate planning challenges that client advisors must now consider. Advisors must become familiar with the needs and nuances that are unique to modern family members, structures and dynamics. Join us as we explore some of these important considerations when working on estate planning for modern families.

If you would like additional information, please contact Kim Kamin at kkamin@greshampartners.com, or 312-960-0200.