Gresham’s Chief Wealth Strategist, Kim Kamin, Presented “Planning with Optionality Ahead of TCJA Scheduled Sunset” for the Great Plains Federal Tax Institute

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Planning with Optionality Ahead of TCJA Scheduled Sunset” for the Great Plains Federal Tax Institute. This presentation addressed certain planning strategies for using exemptions and additional considerations for planning that structurally promotes optionality with drafting that seeks to maximize flexibility.

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