A Potpourri of Estate Planning Considerations for Modern Families
71st Annual Montana Tax Institute
Montana
October 13, 2023
Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented on “A Potpourri of Estate Planning Considerations for Modern Families” for the 71st Annual Montana Tax Institute. She touched upon a variety of issues, including: Marital Status (single, divorced, unmarried couples and polyamorous relationships); Defining Descendants (stepchildren, adoption, nonmarital children and assisted reproductive technologies); other forms of Diversity (disability, LGBTQIA+, religious, racial and cultural inclusion), Drafting for Flexibility, . . and more.
If you would like additional information, please contact Kim Kamin at kkamin@greshampartners.com, or 312-960-0200.
