Simplifying the Complex: Demystifying Directed Trusts, Family Offices and Private Trust Companies

58th Annual Heckerling Institute on Estate Planning
Orlando, Florida
January 11, 2024

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented on a panel discussing “A Potpourri of Estate Planning Considerations for Modern Families Simplifying the Complex: Demystifying Directed Trusts, Family Offices and Private Trust Companies” for the 58th Annual Heckerling Institute on Estate Planning. The Heckerling Institute is considered the nation’s premier educational conference for the estate planning industry.

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