IICLE 58th Annual Estate Planning Short Course – Modern Trust Drafting
May 13, 2015 – Champaign, IL May 19, 2015 – Chicago, IL
Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, co-presented with Pamela Lucina of BNY Mellon Wealth Management and Kevin Noonan of Much Shelist, P.C. at the Illinois Institute for Continuing Legal Education, 58th Annual Estate Planning Short Course, on the topic of Modern Trust Drafting. This discussion addressed trust drafting issues and best practices with regard to a potpourri of modern trends and hot topics such as trust protectors, directed trusts, portability, increased exemptions, higher income taxes, decoupling, assisted reproductive technologies, same sex marriage, and digital assets. The discussion focused on practical implementation and how to remain flexible in these areas, with the intent of helping participants incorporate these insights into their practices today. The program took place at the Hilton Garden Inn, Champaign, IL and the Sheraton Hotel & Towers, Chicago, IL.