03.31.2023

Gresham’s Chief Wealth Strategist, Kim Kamin’s Article, “Considerations for Charitable Giving with Noncharitable Irrevocable Trusts,” is Published in Wealth Strategies Journal

CHICAGO, IL, March 31, 2023 — Kim Kamin, Gresham’s Chief Wealth Strategist, recently published an article for Wealth Strategies Journal. The article examines (1) how to utilize existing irrevocable trust assets for gifts to charity, and (2) suggests how to draft new trusts to promote flexibility for future family philanthropy. A link to the article can be found here.

In addition, on April 20, 2023 at 1:00 pm EDT, Ms. Kamin and Carl Fiore of Andersen Tax will be presenting a webinar on this topic for Trusts & Estates Magazine/WealthManagement.com. Here is a link to register for that complimentary webinar: https://www.wealthmanagement.com/webinars/charitable-giving-non-charitable-trusts.