Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Tangible Personal Property: Planning, Drafting, Tax, and Practical Considerations” for the Peak Trust Company/Interactive Legal, which was held on April 1, 2021 via national webinar. She was accompanied by co-presenters Sandra D. Glazier, Roberta Kramer, and Martin Shenkman.

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, which was held on February 24, 2021 via national webinar.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Estate Planning for the Modern Family” for the DuPage County Estate Planning Council, which was held on February 3, 2021 via national webinar.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Perspectives on Planning for Personal Property” at the Trusts & Estates Virtual Forum, which was held on January 20, 2021 via national webinar. She was joined by co-presenters Sandra D. Glazier and Martin Shenkman.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Unequal Inheritances: A Final Parental Communication” at the Trusts & Estates Virtual Forum, which was held on January 14, 2021 via national webinar. She was joined by co-presenter Avi Kestenbaum.

This Summary describes potential tax law changes that seem most likely to affect our clients and certain strategies that should be considered sooner rather than later.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, was a panelist in the panel “Perspectives on Planning for Personal Property: Collectibles, Philanthropy, Auction Houses, Income Taxes, and the Next Generation” at the 16th annual Goodman Theatre Estate Planning Seminar via webinar. She was joined by moderator Susan Bart and co-panelists Gwen Cohen and Chuck Harris.

Gresham is very proud that two of our Client Advisors, Les Carter and Justin Gullman, have been honored as recipients of the Family Wealth Alliance’s 2020 Young Professionals in Family Wealth Award. This recognition honors family wealth professionals under age 40 who have demonstrated success in their careers and made significant contributions to this very specialized segment of the wealth management industry.

Tom Livergood, Founder and CEO of the Family Wealth Alliance said “Our nominees were outstanding this year. These winners are the rising stars of family wealth management and give me great optimism about the future of our industry.”

David Salsburg, Head of Client Service at Gresham commented that “Les and Justin epitomize our Client Advisors’ combination of talent, training, experience and commitment to client service and their clients. We are very pleased they received this well-deserved recognition.” 

A panel of six independent judges reviewed the nominations and selected the 25 winners.  Gresham was one of only four firms to have two winners selected. 

Here are links to recordings of comments by Les and Justin after being announced as winners of this prestigious award.  

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, was a panelist in the Trust & Estates Advisory Board Panel “Perspectives on Planning for Personal Property: Collectibles, Philanthropy, Auction Houses, Income Taxes, and the Next Generation” at the 46th annual Notre Dame Tax & Estate Planning Institute, which was held on October 29, 2020 via national webinar. She was joined by moderator Susan Lipp and co-panelists Sandra Glazier and Martin Shenkman.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Managing Your Law Practice in the New Normal and Beyond” at the annual national meeting of ACTEC, which was held on October 28, 2020 via national webinar.

Kim Kamin, Gresham’s Chief Wealth Strategist, described wealth transfer strategies that are particularly timely now and two of Gresham’s Client Advisors, Lee Morava and Les Carter, explained how some Gresham clients have implemented them in a presentation for clients and friends of the firm on September 17th.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, was a panelist in “Advisor Dialogues: Planning in a Low Rate Environment” at the Chicago Community Trust, which was held on June 9, 2020 via national webinar.

Kim Kamin, Gresham’s Chief Wealth Strategist, will be a panelist on this June 9th webinar. Register by June 8th.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Rehabbing Irrevocable Trusts” at the Personal Planning Institute, which was held on April 28, 2020 via national webinar.

This Summary describes provisions of the Act that seem most applicable to our clients as individuals and business owners…

This Alert highlights four advanced wealth transfer planning techniques that benefit from depressed asset values and low interest rates, and…

One version of the American Dream is to create a successful family business that leads to a multigenerational family legacy supported by that business or its economic value. It has been our experience that trusts can help achieve that dream or, with inadequate design or improper administration, they can hinder or even prevent its achievement.

Gresham addresses:  What legal standard of responsibility and conduct should apply to firms and individuals who provide advisory services to investors?

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