Charitable Giving with Non-Charitable Irrevocable Trusts

Illinois Institute for Continuing Legal Education
Conference at Holiday Inn Chicago Downtown Wolf Point
May 23, 2023

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented on “Charitable Giving with Non-Charitable Irrevocable Trusts” for the Illinois Institute for Continuing Legal Education. This session shared ideas for how estate planners can help clients think about when it might be desirable to tap into noncharitable trusts for charitable giving. The discussion included how to utilize existing irrevocable trust assets for desired or obligatory gifts to charity and how to draft new trusts to promote flexibility for future family philanthropy.

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