Between the Lines: Letters of Wishes as Tools of Legacy Planning

Kim Kamin, Chief Wealth Strategist at Gresham Partners LLC, co-presented “Between the Lines: Letters of Wishes as Tools of Legacy Planning” for ACTEC/ALI-CLE. She was accompanied by co-presenters Cynthia Brown and Pamela Lucina. This presentation taught attendees how to gain practical knowledge about how to develop Letters of Wishes with trust settlors, communicate them to trustees and other fiduciaries, and assist with their use as trusts are administered.