Gresham’s Chief Wealth Strategist, Kim Kamin, Co-presented “Planning Ahead of Anticipated Exemption Sunset” for ALI-CLE

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, co-presented “Planning Ahead of Anticipated Exemption Sunset” for ALI-CLE, accompanied by Stephen Liss. Because the TCJA bonus exemptions are scheduled to sunset at the end of 2025, estate planners may be running out of time to help clients engage in planning to utilize the current levels. This presentation addressed certain planning strategies for locking in exemptions and important considerations for planning with flexibility.

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