04.25.2025
Kim Kamin, Gresham’s Chief Wealth Strategist, Co-Presented at the 47th Annual UCLA/CEB Planning Institute
Kim Kamin, Chief Wealth Strategist at Gresham Partners LLC, co-presented “Planning in Anticipation of TCJA 2.0″ for the 47th Annual UCLA/CEB Estate Planning Institute. This presentation reviewed the vast array of tools estate planners have to assist their clients during these uncertain times, with a particular emphasis on drafting that maximizes flexibility.
If you would like additional information, please contact Kim Kamin at kkamin@greshampartners.com, or 312-960-0200.