Legacy Partners Spring Education Program
June 1, 2022

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented Considerations in Designing and Administering Irrevocable Trusts to Permit Distributions for Philanthropy” for the Legacy Partners Spring Educational Program.  She was accompanied by co-presenter Kirk Hoopingarner.

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

Ann & Robert H. Lurie Children’s Hospital of Chicago &
The Foundation & Executive Committee of Legacy Partners Virtual Forum
Via Zoom
June 1, 2022
12:00 pm CDT

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, will be presenting “Considerations in Designing and Administering Irrevocable Trusts to Permit Distributions for Philanthropy” for the Legacy Partners Spring Educational Program via webinar. She will be accompanied by co-presenter Kirk Hoopingarner.

To register, please click this link.

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

Illinois CPA Society
May 24, 2022

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented Charitable Giving with
Non-Charitable Trusts”
for the Illinois CPA Society.  She was accompanied by co-presenter Carl Fiore of Andersen Tax.

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

The University of Chicago Office of Gift Planning
Webinar
May 12, 2022

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented a webinar on Estate Planning for Modern Families” for The University of Chicago Office of Gift Planning’s Phoenix Society.

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

Trusts & Estates Magazine and Wealthmanagement.com
Webinar
March 1, 2022

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented at a national webinar on Primer on Working with Ultra-High-Net-Worth Families and Family Offices” for Trusts & Estates Magazine and Wealthmanagement.com. She was accompanied by co-presenters Hugh Magill and Domingo Such.

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

Trust & Estates Magazine and WealthManagement.com
Virtual Forum
Webcast
March 1, 2022
11:00am EST

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, will be presenting as a panelist at the following complimentary program: “Primer on Working with High-Net-Worth Families and Family Offices” for Trust & Estates Magazine and WealthManagement.com.

To register, please click this link.

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

Santa Cruz Estate Planning Council
Webinar
February 9, 2022

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Estate Planning for the Modern Family” for Santa Cruz Estate Planning Council via webinar. She was accompanied by co-presenter Wendy Goffe.

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

National Association of Estate Planning Councils
Webinar
December 8, 2021

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Estate Planning for Modern Families: Planning for Diversity and Flexibility” for the National Association of Estate Planning Councils via national webinar. She was accompanied by co-presenter Wendy Goffe.

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

Kim Kamin, Gresham’s Chief Wealth Strategies, recently co-authored an article in Trusts & Estates titled “Charitable Giving With Non-Charitable Trusts.”  This article addresses a topic that has not received much attention but has broad applicability for philanthropically inclined UHNW families.  The article describes strategies that may be applicable to existing trusts and provisions that may be appropriate for new trusts.

David Salsburg, Gresham’s President, was a panelist in Andersen’s national webinar held on November 9th titled “The Evolution of a Successful Family Office.” The panel of experts addressed investment, tax, legal, regulatory and other considerations a wealthy family would confront in the face of a global recession.

This webinar was the second in a three-part series Andersen held for its clients and friends, with experts like David providing advice based on their extensive experience serving wealthy families. David’s comments included:

  • Planning for major challenges, such as a global recession, is critical to minimize the adverse impacts that may result and potentially position the family to play offense when others are playing defense. This planning can include sound portfolio construction, a reasonable spending rate, downside protection strategies, cash flow and liquidity planning and effective governance.
  • In the midst of a global recession, a family needs to avoid panic and take a disciplined approach to reviewing investment strategies, debt servicing, cash needs and liquidity options, with a goal of being able to deploy new capital opportunistically.
  • It is also important to have an effective asset ownership structure in place, which can include using separate entities for different investor profiles or investment strategies. Such a structure can avoid harmful impacts caused by competing interests within the same entity and enable good decision-making, especially when capital markets are in turmoil.

Please contact your Gresham team member if you would like to learn more about this event.

Family Wealth Alliance Fall Forum
Webinar
November 3, 2021

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Wealth Transfer Strategies: Changes and Opportunities” for Family Wealth Alliance Fall Forum via national webinar. She was accompanied by co-presenters Domingo Such and Tom Abendroth.

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

47th Annual Notre Dame Tax Institute
Webinar
October 21, 2021

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Trusts & Estates Magazine Advisory Board Panel: Diversity, Equity and Inclusion Concerns for Your Practice” for the 47th Annual Notre Dame Tax Institute via national webinar. She was accompanied by co-presenters Susan Lipp (moderator), Yaser Ali, Brett Dearing, Melisa Seyhun, and Martin M. Shenkman.

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

Purposeful Planning Institute Thought Leader Webinar
Webinar
July 13, 2021

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Purposeful Planning for Diverse Modern Families” for Purposeful Planning Institute Thought Leader Webinar via national webinar.

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

ALI-CLE Estate Planning in Depth
Webinar
June 23, 2021

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Estate Planning for the Modern Evolving Family” for ALI-CLE Estate Planning in Depth via national webinar.

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

Inaugural UHNW Institute Conference
Webinar
June 8, 2021

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Ten Domains of Wealth: Wealth Creation and Stewardship” for Inaugural UHNW Institute Conference via national webinar.

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

Chicago Council on Planned Giving Symposium
Webinar
May 27, 2021

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Estate and Charitable Planning Considerations for Modern Families” for Chicago Council on Planned Giving Symposium via national webinar.

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

Illinois Institute for Continuing Legal Education
Webinar
May 25, 2021

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, moderated the “64th Annual Estate Planning Short Course” for Illinois Institute for Continuing Legal Education via national webinar.

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

Michigan ICLE 61st Annual Probate & Estate Planning Institute
Webinar
May 20, 2021

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “2020 Election Fallout for Estate Planners” for the Michigan ICLE 61st Annual Probate and Estate Planning Institute via webinar.

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

43rd Annual UCLA/CEB Estate Planning Institute
Webinar
April 22, 2021

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Family Offices & Private Trust Companies – An Overview” for the 43rd Annual UCLA/CEB Estate Planning Institute via webinar. She was accompanied by co-presenter Bobbi Bierhals.

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

Trusts & Estates Virtual Forum
Webinar
January 20, 2021

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

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

Peak Trust Company/Interactive Legal
Webinar
April 1, 2021

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 via
national webinar. She was accompanied by co-presenters Sandra D. Glazier, Roberta Kramer, and Martin Shenkman.

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

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.

Family Office Exchange
Webinar
February 24, 2021

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Modern Families: Inclusiveness and Spousal Roles” 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.

DuPage County Estate Planning Council
Webinar
February 3, 2021

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Estate Planning for the Modern Family” for the DuPage County Estate Planning Council via national webinar.

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, including: divorce and blended families, unmarried couples, adoption and nonmarital children, supplemental needs planning, assisted reproductive technologies and posthumous reproduction, digital assets . . . and more!

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

Trusts & Estates Virtual Forum
Webinar
January 20, 2021

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

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

Trusts & Estates Virtual Forum
Webinar
January 14, 2021

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

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

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.

Goodman Theatre Estate Planning Seminar
Webinar
November 19, 2020

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, was a panelist in the panel “Estate Planning in a Time of Uncertainty” 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.

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

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.  

Notre Dame Tax & Estate Planning Institute
Webinar
October 29, 2020

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.

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

American College of Trust and Estate Counsel (ACTEC)
Webinar
October 28, 2020

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.

Are you interested in what your law practice may look like in the future? Do you want to improve your relationships with clients and staff? Do you expect to be working remotely in the foreseeable or longer future? How can you efficiently serve your clients, including drafting documents and avoiding mistakes? And what technology tools are available to help you accomplish these goals? This presentation materials will address the above issues and more, given the constantly evolving nature of the law practice and the world in which we live.

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

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.

Chicago Community Trust (CCT)
Webinar
June 9, 2020

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, along with Dick Lang, Partner at McDermott Will & Emery LLP and Don Gottesman, Director of Gift Planning at The Chicago Community Trust took part in a panel moderated by Tim Bresnahan, Senior Director of Gift Planning. They discussed ways clients can take advantage of the historically low applicable federal rate used for calculating certain gifts. (For June, that rate is 0.60.) Kim, Dick and Don discussed: vehicles, such as retained life estate gifts, charitable lead trusts, grantor retained annuity trusts, which are particularly beneficial now; assets that are best for funding these vehicles; and, tips for investing assets for these vehicles.

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

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

Personal Planning Institute (PPI)
Webinar
April 28, 2020

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.

Trusts capture a client’s wishes at a particular point in time and often imperfectly. Clients cannot possibly contemplate every future trust provision that may be desirable as property laws change, taxation changes, assets available as resources change, and as their families grow and change. Considering the rapid pace of change, best practices are evolving toward recommending maximum flexibility in new trusts. But when clients have an irrevocable trust in place, they frequently ask their advisors for information about how an existing irrevocable trust might be updated or modified. This webinar addresses the six most common approaches to modifying irrevocable trusts utilizing the simile that a trust is like a home and the forms of modification are all methods of rehabbing a home.

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

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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