Preparing for Duty as a Family Trustee

Kim Kamin, now Gresham’s Chief Wealth Strategist, spoke at the FOX workshop, Preparing for Duty as a Family Trustee, on Tuesday, November 19, 2013, at Cityplace Events, 2711 N. Haskell Avenue, Dallas, Texas. She co-presented in two sessions: (1) “What a Trustee Needs to Do,”, and (2) “Understanding Distribution Policies and Provisions.” She also co-led a break-out session on problem solving with hypothetical fact patterns moderated by Gresham’s Vice-Chairman, Wally Head. For more information on this workshop and other workshops, contact the Family Office Exchange at 312.327.1231 or

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