Complimentary Estate Planning for Large Estates Program in July 2026
Gresham Partners is proud to serve as an Educational Partner for the 46th Annual Estate Planning for Large Estates program in July 2026. This national program has long been recognized as the premier educational program source of continuing education for estate planners who work with family offices and other UHNW clients.
This year’s program has been reconstituted as a complimentary three-part virtual series, taking place on consecutive Thursday afternoons in July. Hosted by Trusts & Estates magazine, the series will feature timely insights from nationally recognized ACTEC Fellows on key topics affecting sophisticated and complex wealth transfer planning.
Gresham’s Chief Wealth Strategist, Kim Kamin, is co-chairing this event for the third consecutive year. Kim will also present during the following sessions:
July 16, 2026 | 2:00–3:00 p.m. ET
SLATitudes of Love: Planning with Spousal Lifetime Access Trusts
July 30, 2026 | 3:00–4:00 p.m. ET
Rethinking the Toolbox: Charitable Giving with Noncharitable Trusts