Defining Descendants: Practical and Sometimes Surprising Considerations for Practitioners

49th Annual Notre Dame Tax & Estate Planning Institute
South Bend, Indiana
September 21, 2023

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, co- presented with the Trusts & Estates Magazine Advisory Board Panel on “Defining Descendants: Practical and Sometimes Surprising Considerations for Practitioners“ for the 49th Annual Notre Dame Tax & Estate Planning Institute. They addressed who is defined as a “descendant” for inheritance, estate and trust purposes and the issues impacting these definitions including adoption, foster and step-children, assisted reproductive technologies, and posthumous descendants.

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