How to Help Clients Design Gumby Trusts – Maximizing Flexibility and Optionality

Kim Kamin, Chief Wealth Strategist at Gresham Partners LLC, presented on “How to Help Clients Design Gumby Trusts – Maximizing Flexibility and Optionality” for the Purposeful Planning Institute Symposium on February 11, 2026. This presentation helped professional advisors who work with wealthy families consider their opportunities to influence the process of estate planning, trust creation and trust modification. Drafting flexible trusts, building in the ability to modify, and considering how to change existing irrevocable trusts is paramount in the estate planning process.

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