Future-Ready Estate Planning: Adapting to the Needs of Modern Families

Kim Kamin, Chief Wealth Strategist at Gresham Partners LLC, presented on “Future-Ready Estate Planning: Adapting to the Needs of Modern Families” for CPA Academy on February 5, 2026. The session explored a range of important considerations, including: marital status, the definition of descendants, broader dimensions of diversity, and strategies for building flexibility into estate plans.

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