Estate Planning for Angel Investors: You have your halo on earth, but are you ready for heaven?

Chicago Booth, Angel Network
Webinar
April 27, 2023

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Estate Planning for Angel Investors: You have your halo on earth, but are you ready for heaven?” for the University of Chicago Booth Angel Network. The discussion focused on basic estate planning documents (like wills and trusts), advanced planning considerations, liquidity concerns, and income and transfer tax considerations, from an angel investor’s perspective.

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