News

Kim Kamin Featured by Chicago Community Trust

Jun 18, 2020

Kim Kamin, Gresham’s Chief Wealth Strategist, is featured in the Chicago Community Trust’s 2020 Annual Report as someone who creates value in connections. Kim was one of the first members of CCT’s Young Professional Advisory Committee and she now is a member of the its Professional Advisory Committee.

Read more

Kim Kamin Elected President of Chicago Estate Planning Council

Jun 17, 2020

Kim Kamin, Gresham’s Chief Wealth Strategist, was elected President of the Chicago Estate Planning Council (CEPC) at its annual meeting …

Read more

Planning in a Low Rate Environment to Benefit Charity, Family or Both

Jun 2, 2020

Kim Kamin, Gresham’s Chief Wealth Strategist, will be a panelist on this June 9th webinar. Register by June 8th.

Read more

Gresham Summarizes Key Provisions of the CARES Act

Apr 2, 2020

This Summary describes provisions of the Act that seem most applicable to our clients as individuals and business owners...

Read more

Kim Kamin Elected to ACTEC Board of Regents

Apr 1, 2020

Kim Kamin, Gresham’s Chief Wealth Strategist, has been elected to the American College of Trust & Estate Counsel’s governing …

Read more

Gresham Receives Third National Award in Four Years

Apr 1, 2020

Gresham named the 2020 Best Wealth Planning – Other Organizations firm by Family Wealth Report’s panel of industry experts, after…

Read more

Gresham Issues Estate Planning Alert

Apr 1, 2020

This Alert highlights four advanced wealth transfer planning techniques that benefit from depressed asset values and low interest rates, and…

Read more

Gresham's 2020 Annual Outlook: Rebound

Mar 6, 2020

We provide our observations regarding the global economy and capital markets, the death of “dumb” value investing, and…

Read more

"Adapt Old Strategies to Fit New Family Arrangements”

Jan 10, 2020

Gresham’s Chief Wealth Strategist, Kim Kamin, recently co-authored an article in Estate Planning that is based on the authors’ presentations at the 44th Annual Notre Dame Tax & Estate Planning Institute.

This article describes planning considerations and strategies for modern families who do not necessarily match the profile of past generations.

Read more

"A Time for Creativity and Action”

Jan 10, 2020

Kim Kamin, Gresham's Chief Wealth Strategist, recently authored an article in Trusts and Estates describing wealth planning developments in 2019 and strategies for 2020. 

This article addresses impacts of tax law changes that become effective in 2018 and some recent cases affecting wealth transfer strategies. It also cautions wealth owners and their advisors to be alert to substantial tax law changes that are being proposed in this election year.

Read more

Kim Kamin and Estate Planning for the Modern Family

Dec 1, 2019

Kim Kamin, Gresham’s Chief Wealth Strategist and also editor and co-author of Tools & Techniques of Estate Planning for Modern Families, presented …

Read more

Wealth Planning Considerations for Modern Families

Oct 2, 2019

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented Wealth Planning Considerations for Modern Families at the National Association of Personal Financial Planners Event, which was held on October 2, 2019, at the Hyatt Regency McCormick Place in Chicago, IL.

Read more

Wally Head and Kim Kamin Present on Pre-Transaction Planning

Oct 1, 2019

Wally Head, Vice Chairman, led a panel on Pre-Transaction Planning and Kim Kamin, Chief Wealth Strategist, was a panelist at …

Read more

Collaboration When Working with the Contemporary Family

Sep 26, 2019

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, participated on a panel, moderated by David H. Lenok of Weakthmanagement.com; along with R. Hugh Magill of The Northern Trust; and Martin M. Shenkman of Shenkman Law, on Collaboration When Working With the Contemporary Family, which was held on September 26, 2019, at Notre Dame University, South Bend, IN.

Read more

“Rehabbing” Irrevocable Trusts

Sep 19, 2019

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented on different approaches for modifying irrevocable trusts at Gresham’s 2019 Annual Client Event, which was held on September 19, 2019, at The Ivy Room, Chicago, IL.

Read more

Ted Neild Describes An Antidote for Overpriced Markets

Sep 19, 2019

Ted Neild, Gresham’s President and Chief Investment Officer, explained investment strategies we are pursuing to address …

Read more

Pre-Transaction Planning to Improve the Likelihood and Benefits of a Liquidity Event

Sep 11, 2019

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, participated on a panel, along with Wally Head of Gresham Partners, LLC; Tom Bonnel of BonnelQuest Advisors; and Randy Schwartz of Faegre Baker Daniels LLP, on Pre-Transaction Planning to Improve the Likelihood of a Liquidity Event, at The Gleacher Center in Chicago, IL on September 11, 2019.

Read more

Wally Head Presents on Profits Interest Structures

Aug 1, 2019

Wally Head, Gresham’s Vice Chairman, explained how profits interest structures can be used by family offices to enhance …

Read more

Empowering the Rising Generation

Jul 26, 2019

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, moderated a panel, which also consisted of Mutassem Daaboul, Canex Aluminum; Mary Galeti, Tecovas Foundation; and Lauren Thurin, Flat World Partners, on Leveraging Your Voice – Rising Gen Empowerment in Family Philanthropy, Business and Trust Matters, at The New School in New York, NY on July 26, 2019.

Read more

Sean Warrington Joins Gresham Partners as Principal and Senior Investment Officer

Jul 23, 2019

Sean Warrington joins Gresham Partners as Principal and Senior Investment Officer leading Gresham’s private investment activity.

Read more

Estate Planning Considerations for the Modern Family

Jul 17, 2019

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented Estate Planning Considerations for the Modern Family at the FOX Family Office Forum, which was held on July 17, 2019, at the Swissotel in Chicago, IL.

Read more

Attorney-Client Privilege in a Team Environment

Jul 10, 2019

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, co-presented in a live webinar with David C. Blickenstaff of Schiff Hardin LLP, on Attorney-Client Privilege in a Team Environment, which was broadcast on July 10, 2019.

Read more

Gresham Partners Proudly Sponsors The Community Table, a Fundraising Dinner Event for Greenhouse Scholars

Jul 9, 2019

Gresham Partners proudly sponsored for a seventh consecutive year The Community Table fundraising event for Greenhouse Scholars …

Read more

Challenging the Conventional Wisdom of Manager Selection

Jul 1, 2019

Read more

"Estate Planning for the Modern 21st Century Family" (Part 2)

Jun 3, 2019

Modern families take many forms, and estate planning professionals must advise them all. Part 1 of these materials described some of the distinct issues faced by a modern family. This Part 2 describes considerations
in drafting for flexibility and includes some sample language.

Read more

Challenging the Conventional Wisdom of Portfolio Construction

Jun 1, 2019

Benjamin Graham said that “The essence of portfolio management is the management of risks, not the management of returns.” We agree.

Read more

Gresham’s 2019 Annual Letter

Apr 18, 2019

Our 2019 Annual Letter celebrates our coming of age (21) and describes our commitments to creative destruction, reinvention and ...

Read more

Estate Planning for the Modern 21st Century Family

Apr 4, 2019

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented Estate Planning for the Modern 21st Century Family at the ALI-CLE Planning Techniques for Large Estates, which was held on April 4, 2019, at the Hilton Resort & Villas in Scottsdale, AZ.

Read more

Gresham Receives National Award Again in 2019 as "Best Multi-Family Office"

Apr 4, 2019

Gresham has been named the "Best Multi-Family Office Between $5B and $15B AUM/AUA" by Family Wealth Report’s panel of industry experts

Read more

"Estate Planning for the Modern 21st Century Family" (Part 1)

Apr 1, 2019

Modern families take many forms, and estate planning professionals must advise them all. This outline describes some of the distinct issues faced by a modern family. Given the wide range of configurations of the modern family, there may be more considerations than one may realize.

Read more

Whose Will Is It: Does the Settlor’s Intent Matter?

Mar 24, 2019

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, participated on a panel, moderated by Charles A. Redd of Stinson Leonard Street LLP, along with Professor Jeffrey A. Cooper of Quinnipiac University School of Law, and Pamela Lucina of The Northern Trust, at the American College of Trust and Estate Counsel Annual Meeting, which was held on March 24, 2019, at the LaQuinta Resort & Club, LaQuinta, CA.

Read more

Gresham’s 2019 Annual Outlook

Mar 11, 2019

We assess the opportunities and risks we see as the investment environment changes throughout the world …

Planning Considerations for the Modern Family

Mar 1, 2019

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented Planning Considerations for Modern Families at the Family Office Exchange Senior Management Council, which was held on March 1, 2019, at the W Fort Lauderdale Hotel in Fort Lauderdale, FL.

Read more

Estate Planning for Modern Families: Flexibility and Other Considerations for the 21st Century

Jan 30, 2019

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, co-hosted a live national audio webcast with Wendy Goffe of Stoel Rives LLP, on Estate Planning for Modern Families: Flexibility and Other Considerations for the 21st Century, which was broadcast on January 30, 2019.

Read more

The Tools & Techniques of Estate Planning for Modern Families, 3rd Edition (editor and co-author)

Jan 21, 2019

Read more

Playing the Disclaim Game: Accessing Optionality in Planning and Problem-Solving

Jan 17, 2019

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, participated on a panel, along with Miriam Wogan Henry, Jones Walker LLP; and Daniel S. Rubin, Moses & Singer LLP, on Playing the Disclaim Game: Accessing Optionality in Planning and Problem-Solving at the 53rd Annual Heckerling Institute on Estate Planning, which was held on January 17, 2019, at the Orlando World Center Marriott, in Orlando, FL.

Read more

"Estate Planning for Modern Families", Bloomberg Tax: Tax Management Estates, Gifts and Trusts Journal

Jan 7, 2019

Read more

Asset Protection During Estate and Trust Administration (with Jeffrey D. Glickman), Chapter 11 in Asset Protection Planning 2019 Edition

Jan 1, 2019

Read more

Opening the Probate Estate and Alternatives to Probate (with Elizabeth Garlovsky), Chapter 2 in Estate Administration

Dec 3, 2018

Read more

Gresham Partners Ranked #4 in Barron’s 2018 Top 100 Independent RIAs

Oct 29, 2018

Gresham Partners, a nationally recognized* independent investment and wealth management firm, has been ranked #4 in Barron’s 2018 Top 100 Independent RIAs.  Gresham moved up to the #4 ranking from #9 in 2017 and #13 in 2016.

Read more

Trust Investing to Satisfy Spending Needs and Protect Capital

Oct 16, 2018

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented Trust Structure for Investing and Fiduciary Considerations in Portfolio Construction, along with Ted Neild, President and Chief Investment Officer at Gresham Partners, LLC, at the South Dakota Trust Association Fall Forum, which was held on October 16, 2018, at Augustana University, Sioux Falls, SD.

Read more

The Estate Planning Field: Recent Trends and Other Considerations

Oct 2, 2018

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, participated on a panel, along with David Handler of Kirkland & Ellis, moderated by Susan Lipp of Wealthmanagement.com, to law students at Northwestern Pritzker School of Law on October 2, 2018 in Chicago, IL.

Read more

Estate Planning Considerations Under the New Tax Act

Sep 26, 2018

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented Estate Planning Considerations Under the New Tax Act at Gresham’s 2018 Annual Client Event, which was held on September 26, 2018, at The Ivy Room, Chicago, IL.

Read more

Public vs. Private Investment Opportunities

Aug 16, 2018

Gresham believes that the opportunity set for investment in U.S. businesses has declined within public equity markets while it has increased in private equity markets.  This shift may justify a reassessment of asset allocations between public and private investments.

Read more

American Law Institute-Continuing Legal Education Summer Program Estate Planning in Depth

Jun 25, 2018

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented Estate Planning for Modern Families at the American Law Institute-Continuing Legal Education Estate Planning in Depth Summer Program, which was held on June 25, 2018 in Madison, WI.

Read more

Family Office Exchange Trustees & Beneficiaries Workshop

Jun 20, 2018

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented Bringing It All Together – Case Studies at the Family Office Exchange Trustees & Beneficiaries Workshop, which was held on June 20, 2018 at the Metropolitan Club in Chicago, IL.

Illinois Institute for Continuing Legal Education 61st Annual Estate Planning Short Course

May 15, 2018

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, co-presented at the Illinois Institute for Continuing Legal Education, 61st Annual Estate Planning Short Course, on the topic of Estate Planning as a Team Sport: Attorneys, Accountants and Other Advisors Working Together – Are Your Communications Privileged?

Gresham’s 2018 Annual Letter

May 10, 2018

This year’s Annual Letter provide an update on our firm and shares thoughts regarding various topics, including our 20th Anniversary as an independent investment and wealth management firm and the reasons for that notable accomplishment.

American Law Institute-Continuing Legal Education: National Webinar

Apr 24, 2018

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, moderated a national webinar on behalf of The American College of Trust and Estate Counsel, for ALI-CLE titled "Attorneys and Other Advisors Working Together: Are Your Communications Protected?"

Read more

Domestic Asset Protection Trusts (with Kristen Hosack Pace), Chapter 10 in Asset Protection Planning 2018 Edition

Apr 16, 2018

Asset Protection During Estate and Trust Administration (with Jeffrey M. Bergman), Chapter 9 in Asset Protection Planning 2018 Edition

Apr 2, 2018

Private Wealth Management Summit

Mar 15, 2018

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented "Wealth Planning Considerations for the Modern Family" at the Private Wealth Management Summit, which was held on March 15, 2018 at The Venetian in Las Vegas, NV.

Read more

Gresham’s 2018 Annual Outlook: Peak Central Bank

Mar 7, 2018

We share our views on how investors should act in the face of expected changes in global central bank policies and current elevated asset prices.

Highlights of Gresham’s 2018 Annual Outlook: Peak Central Bank

Mar 7, 2018

Here is the letter Ted Neild, Gresham’s chief investment officer and president, sent Gresham clients and other friends highlighting this year’s Annual Outlook.

Ted Neild Participates in Interview with The Wall Street Journal

Feb 1, 2018

Gresham enjoys keeping a low profile, so it was a departure for Ted Neild, our president and chief investment officer, to participate in a conversation with the chief investment officers of two other financial advisory firms for an article published in The Wall Street Journal this past December titled Where to Put Your Money in the Next Year.

"Where Are All The Grantor Trust Reimbursement Statutes?", Wealthmanagement.com [January 2018]

Jan 16, 2018

Read more

Sacramento Estate Planning Council Technical Forum

Jan 12, 2018

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Estate Planning for the Modern Family” at the Sacramento Estate Planning Council Technical Forum.

Read more

How Trusts Impact Business Owners’ Creation of Multigenerational Legacies

Jan 1, 2018

One version of the American Dream is to create a successful family business that leads to a multigenerational family legacy supported by that business or its economic value. It has been our experience that trusts can help achieve that dream or, with inadequate design or improper administration, they can hinder or even prevent its achievement.

Read more

Greater North Shore Estate & Financial Planning Council

Nov 15, 2017

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, spoke at the Greater North Shore Estate & Planning Financial Council. Her topic was Estate Planning in Times of Uncertainty.

Read more

Gresham's Investing in India White Paper

Oct 27, 2017

How are investment risks and potential returns changing in India? Are investment opportunities there comparable to those in other developing markets?

Gresham Ranked #9 by Barron's

Oct 27, 2017

Gresham ranks #9 in Barron’s 2017 Top 100 Independent RIAs listing based on assessments of assets, revenue and quality of practice, not explicit investment performance or actual client experience.

43rd Annual Notre Dame University Tax & Estate Planning Institute

Oct 26, 2017

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, participated on a panel discussion with other members of the Trusts & Estates Advisory Board, David Handler and Marty Shenkman, at the 43rd Annual Notre Dame University Tax & Estate Planning Institute.

Read more

American College of Trust and Estate Counsel Fall 2017 Meeting

Oct 20, 2017

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, acted as moderator, joined with speakers Terrence Franklin (Sacks, Glazier, Franklin & Lodise), Jon Scuderi (Goldman, Felcoski & Stone) and Michael Simon (Gunster, Yoakley & Stewart) at the American College of Trust and Estate Counsel’s Fall 2017 Meeting in Nashville, Tennessee.

Read more

MFO vs PWM

Sep 25, 2017

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, spoke on a panel about Multi Family Offices vs. Private Wealth Management at the 2nd Annual Real Estate Family Office and Private Wealth Management Forum (Midwest), at the Hyatt Magnificent Mile, Chicago, IL on September 25, 2017.

Read more

Wealth Planning in Times of Tax Uncertainty

Aug 15, 2017

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, spoke on a panel about "Wealth Planning in Times of Tax Uncertainty” at the Private Wealth Midwest Forum, taking place at The University Club of Chicago, on August 15, 2017.

Read more

Planning for the Modern Family

Aug 1, 2017

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented on Planning for the Modern Family at the Tax Planning for High Net Worth Clients Symposium held for CPA firms. The program was sponsored by BKD LLP, CliftonLarsonAllen LLP, Crowe Horwath LLP and Keebler & Associates LLP, and it took place at the Gleacher Center in Chicago, IL.

Read more

Fiduciary Duties and Ethical Challenges for Trustees: The Evolving Landscape

Jun 1, 2017

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented a review of the fundamental trustee duties --an important periodic exercise for those involved in administering trusts-- and discussed trustee duties and powers in the context of the rapidly changing statutory  environment and trends in trust design, at the Andersen Tax Family Office Roundtable.

Read more

Planning Considerations for the Modern Family

May 10, 2017

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, spoke at the Family Office Exchange Senior Management Council. As the traditional nuclear family has changed because of evolving social and legal norms, there are implications for family offices and dynastic wealth in family governance, how services are provided, how existing trusts are interpreted and how new estate planning instruments are drafted. The discussion included the impact of divorce and marital status, defining descendants, artificial reproduction technologies, posthumous reproduction and much more.

Read more

Gresham Receives National Award

Mar 30, 2017

Gresham named "Best Multi-Family Office Above $3 Billion AUM/AUA" by independent panel of industry experts assembled by Family Wealth Report.

Planning Considerations for the Modern Family

Feb 23, 2017

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, spoke at the Family Office Exchange Senior Management Council.

 

Read more

Kim Kamin Debuts Book: Estate Planning for Modern Families

Feb 1, 2017

The National Underwriter Company, a division of ALM Media, LLC, recently introduced a book titled "The Tools & Techniques of Estate Planning for Modern Families", which was designed and created by Gresham Partners' Chief Wealth Strategist, Kim Kamin.

Read more

Planning Considerations for the Post-Nuclear Family

Jan 26, 2017

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, moderated a discussion of Planning Considerations for the Post-Nuclear Family with Bobbi Bierhals of McDermott Will & Emery LLP.

 

Read more

Gresham Partners Weighs in on the Fiduciary Standard Debate

Dec 21, 2016

Gresham addresses:  What legal standard of responsibility and conduct should apply to firms and individuals who provide advisory services to investors?

Modern Estate Planning Webinar

Dec 8, 2016

Kim Kamin co-presented a Trusts & Estates webinar titled “Planning Considerations for the Post-Nuclear Family” on Dec. 8th

Trust Planning for Divorce and Blended Families Using Nuptial Agreements Effectively

Nov 17, 2016

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented via a Webcast on Trust Planning for Divorce and Blended Families at ICLE Michigan in Plymouth, MI. The presentation addressed (1) Trust Planning for Divorce and Blended Families; and (2) Using Nuptial Agreements Effectively.

Read more

Planning for the 50%: Selected Trust Issues Relating to Divorce and Remarriage

Nov 11, 2016

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented on “Planning for the 50%: Selected Trust Issues Relating to Divorce and Remarriage” at the 65th Tulane Tax Institute in New Orleans, LA.

Read more

Comparing Different Trust Administrative Structures: Private Trust Companies

Oct 27, 2016

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, participated on a panel discussion with other members of the Trusts & Estates Advisory Board on Comparing Different Trust Administrative Structures at the 42nd Annual Notre Dame University Tax & Estate Planning Institute. Her topic was Private Trust Companies.

 

Read more

Gresham's 2016 Mid-Year Update

Aug 16, 2016

Read more

"Modernizing Trust for Modernized Families" (with Bobbi Bierhals), Wealthmanagement.com [August 2016]

Aug 11, 2016

"Planning Considerations for the Post-Nuclear Family” (with Bobbi Bierhals), Trusts & Estates Magazine [August 2016]

Aug 1, 2016

Tax Planning for High Net Worth Clients, BKD LLP, CliftonLarsonAllen, LLP, Crowe Horwath, and Keebler and Associates – Planning for Divorce and Remarriage

Jun 28, 2016

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented on “Planning for Divorce and Remarriage”.  The program was sponsored by BKD LLP, CliftonLarsonAllen, LLP, Crowe Horwath LLP and Keebler & Associates LLP, and it took place at the Gleacher Center in Chicago, IL.

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

The American College of Trust and Estate Counsel – Summer 2016 Meeting

Jun 18, 2016

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, co‐presented on “Family Offices (Multiple Models)” at The American College of Trust and Estate Counsel – Summer 2016 Meeting on June 18, 2016.  The session addressed the definitional issues involved when discussing family offices and their common flavors (single family offices, multi‐family offices and virtual family offices). The program took place at The Westin Copley Place, Boston, MA.

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

“Ten Questions Advisors Should Ask When Hiring an Estate Planning Attorney”, Wealthmanagement.com [May 2016]

May 5, 2016

Read more

Kim Kamin Awarded Chair at Northwestern University’s Pritzker School of Law

Apr 27, 2016

Dean Daniel B. Rodriguez, of the Northwestern University Pritzker School of Law, recently announced that Kim Kamin, Gresham’s Chief Wealth Strategist and one of its Principals and client Advisors, has been awarded the 2016/2017 William M. Trumbull Lectureship. Since it was established in 1977, there have been only 11 past recipients of this honor.

Ms. Kamin started teaching at the Law School in 2003. She has taught Advanced Trusts and Estates, Fiduciary Income Tax, and for the past three years, Estate Planning in a course through the LLM in Tax Program that is cross listed for law students.

Dean Rodriguez thanked Ms. Kamin and others who were appointed to named professorships for their hard work and commitment to the Law School’s core teaching and research mission. The chair to which Ms. Kamin was named was established by the estate of William M. Trumbull who was a member of the Law School’s faculty from 1952 to 1965.

Prior to joining Gresham, Ms. Kamin was a partner with a large Chicago-based law firm where for many years, she advised clients on a wide array of entity restructuring, succession planning, trust and estate administration, asset protection, and philanthropic issues. Ms. Kamin received her BA from Stanford University and her JD from the University of Chicago Law School.

Gresham's 2016 Mid-Year Update

Apr 16, 2016

At the beginning of the year in our Annual Outlook, we noted that subdued economic growth, low inflation and easy monetary policy were likely to continue for the foreseeable future. Additionally, divergent policies across the globe would create volatility and investment opportunity for flexible investors unbound by traditional investment constraints.

"Nuptial Agreements for Estate Planners”, reprinted from the April 2016 issue of ALI CLE’s Estate Planning Course Materials Journal.

Apr 1, 2016

Read more

Gresham's 2016 Annual Outlook

Mar 1, 2016

We assess how elevated valuations, Fed tightening and oil price declines impact a range of investment themes.

"Private Derivatives Contracts”, Wealthmanagement.com [February 2016]

Feb 16, 2016

Read more

The Best Lawyers in America© 2015

Dec 19, 2015

Gresham’s new Chief Wealth Strategist, Kim Kamin, was recently selected by her legal peers for the inclusion in The Best Lawyers in America© 2015 both in (1) Trusts and Estates, and (2) Litigation – Trusts and Estates for the fifth consecutive year. While Kim is no longer practicing law in her role here and we expect such accolades in the legal arena to taper off in future years, Gresham is nonetheless pleased to have her experience and skill sets recognized in this way and available to our clients as a resource.

Read more

“Affluenza and Its Cure”, Wealthmanagement.com [November 2015]

Nov 16, 2015

Read more

ALI CLE: National Webinar – Nuptial Agreements for Estate Planners

Nov 2, 2015

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, conducted a national webinar with Meighan Harmon, Schiller DuCanto & Fleck, for ALI‐CLE titled “Nuptial Agreements for Estate Planners.” Even the best estate plans can be thrown off course by marital agreements that were drafted outside the estate planning process. This multi‐disciplinary session addressed how nuptial agreements work and what estate planning attorneys need to know when working with clients who have, want or need nuptial agreements. The webinar covered what practitioners should consider when it comes to pre‐marital and post‐marital agreements, from the perspective of a family law attorney and also from the perspective of a former estate planning practitioner who is now a wealth strategist with a multi‐family office.

“How to Raise an Adult with a Trust Fund”, Wealthmanagement.com [October 2015]

Oct 29, 2015

Read more

Chicago Estate Planning Council Webinar – Who’s Your Mommy/Daddy? What Estate Planning Advisors Need to Know About the New Illinois Parentage Act

Oct 1, 2015

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, moderated a discussion of the Illinois Parentage Act (effective 1/1/2016) with Meighan Harmon of Schiller DuCanto & Fleck, and David Shayne, of counsel at Holland & Knight. This webinar covered the impact of the new law and what estate planning advisors need to know about it. You might not realize how important this Act is to Estate Planning, but among other controversial changes, it makes one particular dramatic change to the Illinois Probate Act in terms of who is legally defined as a descendant under that Act.

Gresham Partners, LLC Client Event – What to do About Stuff? Planning for Art and other Tangible Personal Property

Sep 16, 2015

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, spoke about "What to do About Stuff? Planning for Art and other Tangible Personal Property” at Gresham Partners, LLC’s annual client event, on September 16, 2015, at the Chicago Symphony Center.

Catholic Charities 11th Annual Tax & Estate Planning Seminar-Fiduciary Duties and Ethical Challenges for Trustees: The Evolving Landscape

Jun 2, 2015

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, was a keynote speaker on Fiduciary Duties and Ethical Challenges for Trustees: The Evolving Landscape, at the Catholic Charities 11th Annual Tax and Estate Planning Seminar for Professionals on June 2, 2015. The program took place at the Northern Trust Company, Chicago, Illinois.

“Ethical Considerations in Thorny Trusteeships”, Trusts & Estates Magazine [May 2015]

May 1, 2015

Read more

Purposeful Planning Institute-Fusion Collaboration 2015: The Ethical Trustee

Mar 19, 2015

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, spoke on The Ethical Trustee-Where Heart and Smart Meld Prudently at the Purposeful Planning Institute-Fusion Collaboration 2015 on March 19, 2015. The goal of this session was to review the trustee's legal and ethical duties with a focus on how the trustee role has evolved over time and how there is a difference between being a "scared" trustee and being an "ethical" trustee. Some issues included (1) how the ethical trustee should make distributions to beneficiaries and help support them in leading meaningful lives, and (2) how a trustee should not be so frightened of some of the interpretations of the Prudent Investor Act focusing on diversification that the trustee of a large enough trust fails to adequately take on appropriately compensated risks (including concentrations in private companies) that provide real growth opportunities. This topic was designed to help the audience members think more openly about what it means to be a good trustee and assist those who are trustees in their service. The program took place at the Hilton Orlando, Lake Buena Vista, FL. Additional information for this program can be found online at: http://purposefulplanninginstitute.com/Fusion/florida2015_breakout_sessions.html

Gresham's 2015 Annual Outlook

Mar 10, 2015

In our 2015 Annual Outlook: Divergent, we predict that an increasingly desynchronized world will likely lead to more volatility and investment opportunity, we assess where caution may be warranted and opportunity may present itself, and we look at the impact of declining oil prices. We also discuss what investors should do in the current environment.

Read more

"Planning for Divorce When Drafting a Trust", Wealthmanagement.com [February 2015]

Feb 27, 2015

Read more

“Confronting Our Clients' Greatest Parenting Fear”, Wealthmanagement.com [February 2015]

Feb 23, 2015

Read more

“Powers of Attorney: To Spring or Not to Spring”, Wealthmanagement.com [January 2015]

Jan 5, 2015

Read more

“Private Trust Companies: Don’t Believe all the Hype”, Wealthmanagment.com [December 2014]

Dec 22, 2014

Read more

“Asset Protection During Estate and Trust Administration”, Chapter 9 in Asset Protection Planning Treatise, Illinois Institute for Continuing Legal Education [October 2014]

Oct 1, 2014

October 2014, prior versions previously published 2007, 2010 and 2012.

“Onshore Trusts”, Chapter 10 in Asset Protection Planning Treatise, Illinois Institute for Continuing Legal Education [October 2014]

Oct 1, 2014

October 2014, prior versions previously published 2012 and 2010.

"Protecting Clients' Privacy: Three Simple Ways Advisors Can Help with this Effort", Wealthmanagement.com [September 2014]

Sep 5, 2014

Read more

Choosing A Trustee: Who Best Will Represent Your Interests?

Sep 1, 2014

Kim Kamin, Gresham’s Chief Wealth Strategist, presented “Choosing a Trustee: Who Best Will Represent Your Interests” during William Blair’s Family Wealth Conference at the Four Seasons Hotel, 120 E. Delaware Place, Chicago, Illinois. Ms. Kamin explored the legal, financial, and emotional components of trusteeship and the resources to consider of this important role.

“Asset Protection During Estate and Trust Administration”, Chapter 11 in Postmortem Estate Planning Treatise, Illinois Institute for Continuing Legal Education [September 2014]

Sep 1, 2014

September 2014, prior versions previously published 2010 and 2012.

Kim Kamin Recognized for Leadership in Francis W. Parker School Alumni Association [June 2014]

Jun 5, 2014

Kim Kamin was honored by Francis W. Parker School Alumni Association on June 5, 2014, for her 15 years of leadership. The Chicago Alumni and Friends Event hosted at Leonard Goodman’s home honored Ms. Kamin, outgoing Alumni Association president and a dedicated leader in the group, which seeks to actively engage the alumni community and promote lifelong relationships with one another and with the school. Ms. Kamin is a Principal at Gresham Partners, LLC where she serves as Chief Wealth Strategist and a Client Advisor. She helps lead Gresham’s development and implementation of estate, wealth transfer, philanthropic and fiduciary planning activities, and advises clients. Ms. Kamin is also actively involved with various professional organizations and writes and speaks on topics related to wealth planning and management. Francis W. Parker School is an independent school in Chicago that serves students from junior kindergarten through high school. The school, based on the educational philosophies of John Dewey and Colonel Francis Wayland Parker, emphasizes education for character, community and citizenship.

Read more

Planning for the 50%: Trust Issues in Divorce

Jun 1, 2014

Kim Kamin, now Chief Wealth Strategist at Gresham Partners, LLC, presented “Planning for the 50%: Trust Issues in Divorce,” during “Estate Planning in Depth,” the University of Wisconsin’s ALI CLE Summer Program. This session addressed the use of trusts in the context of divorce and what a practitioner should consider in estate planning before, during and after divorce, as well as upon remarriage. Ms. Kamin is a frequent lecturer at industry conferences and seminars. She has extensive experience advising individuals, families and closely held businesses in wealth preservation, asset protection and succession planning issues. She also represents fiduciaries, beneficiaries and custodians in estate administration and contested trust and estate matters. The event took place on June 22-27, 2014, at University of Wisconsin Law School (975 Bascom Mall, Madison, WI 53706). CLE credit.

Estate Planning for Visual Artists

May 1, 2014

Kim Kamin presented “Estate Planning for Visual Artists,” a seminar hosted by the Chicago Bar Association Media & Entertainment Law Committee. Ms. Kamin, now Chief Wealth Strategist at Gresham Partners, LLC, is a frequent lecturer at industry conferences and seminars. She has extensive experience advising individuals, families and closely held businesses in wealth preservation, asset protection and succession planning issues. The event took place Thursday, May 22, 2014, at the Chicago Bar Association (321 S. Plymouth Court, Chicago, IL 60604). CLE credit.

“Opening the Probate Estate and Alternatives to Probate”, Chapter 2 in Illinois Estate Administration Treatise, Illinois Institute for Continuing Legal Education [April 2014]

Apr 1, 2014

April 2014, prior versions previously published 2009 and 2011.

Estate Planning for Second Marriages

Mar 1, 2014

Kim Kamin, now Gresham’s Chief Wealth Strategist, co-presented the ALI-CLE Webinar “I Do Act II: Estate Planning for Second Marriages.” Estate planning techniques that are effective for spouses in a first marriage may be less so when applied to “blended families” in which one or both spouses have children from prior marriages. Discussion included: identifying the issues involved in estate planning for second marriages; requirements for valid nuptial agreements; how to effectively waive specific property rights in nuptial agreements; tax considerations of nuptial agreements; and how to draft for clients who remarry, including elective share planning and marital trusts. CLE credit.

Gresham's 2014 Annual Outlook

Mar 1, 2014

In this year's Annual Outlook, we assess the relatively anemic global economic environment, review capital markets' accomplishments in 2013, and discuss our expectations and strategies for 2014 and beyond. We also explain why we believe it is time for investors to revisit their long-term asset allocation guidelines and be prepared to withstand the inevitable market corrections ahead.

Read more

Using Trusts in Divorce

Jan 1, 2014

Kim Kamin, now Chief Wealth Strategist at Gresham Partners, LLC, presented "Using Trusts in Divorce" during Business Valuation: Financial & Tax Issues in Divorce 2014, a seminar presented by the Illinois Institute for Continuing Legal Education. Ms. Kamin has extensive experience in advising individuals, families and closely held businesses in wealth preservation, asset protection and succession planning issues. She is a frequent presenter at various industry conferences and events. The Business Valuation seminar took place Monday, January 20, 2014, from 8:20 a.m. until 4:45 p.m. at the Chicago Marriot Schaumburg (50 N. Martingale Road, Schaumburg, IL 60173). CLE credit.

Tax and Estate Planning for Same-Sex Couples after the Demise of DOMA

Dec 1, 2013

Kim Kamin, now Chief Wealth Strategist at Gresham Partners, LLC, and Susan von Herrmann (current member of Schiff Hardin LLP’s Private Clients, Trusts, and Estates Group) presented "Tax and Estate Planning for Same-Sex Couples after the Demise of DOMA" at Schiff Hardin’s Chicago office. Ms. Kamin and Ms. von Herrmann examined tax and estate planning for same-sex couples after the Supreme Court’s decisions in the Windsor and Perry cases, as well as the recent passage of the marriage equality bill in Illinois. The event began with a wine and cheese reception and concluded with a closing reception. Ms. Kamin and Ms. von Herrmann have extensive experience advising individuals, families and closely held businesses in wealth preservation, asset protection and succession planning issues. Both have a significant breadth of experience in assisting nontraditional and blended families in estate planning matters. The presentation took place Thursday, December 5, 2013, at Schiff Hardin LLP's Chicago office (233 S. Wacker Drive, Suite 6600, Chicago, IL 60606). CLE credit.

“Estate Planning’s Most Powerful Tool: Powers of Appointment Refreshed, Redefined, and Reexamined” (with Jonathan G. Blattmachr), Real Property, Trust and Estate Law Journal, Volume 47, Number 3

Dec 1, 2013

By Jonathan G. Blattmachr, Kim Kamin & Jeffrey M. Bergman

One of the most versatile tools estate planners have at their disposal is the power of appointment. Despite its wide use, the benefits and limitations of the power of appointment are not widely understood. This Article discusses those benefits and limitations, and instructs how to use the power of appointment to achieve the intended disposition of the donor or testator, including drafting techniques for both general and special powers of appointment either exercisable presently or in the future. Finally, this Article discusses how to use powers of appointment to “decant” trust assets from one trust to another, reducing the tax consequences of trust dispositions.
(RPTE Law Journal, Winter 2013 Vol. 47, No. 3)

Read more

Preparing for Duty as a Family Trustee

Nov 1, 2013

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 workshops@familyoffice.com.

“What Trustees Need To Do”, Family Office Exchange

Sep 1, 2013

Read more

Q&A: Kim Kamin – Francis W. Parker School [August 2013]

Aug 1, 2013

Read more

Counseling the 50%: Select Divorce Issues for the Estate Planner

Mar 1, 2013

Kim Kamin, now Chief Wealth Strategist at Gresham Partners, LLC, participated in two sessions titled “Counseling the 50%: Select Divorce Issues for the Estate Planner” during the American College of Trust and Estate Counsel (ACTEC) 2013 Annual Meeting. Ms. Kamin discussed a variety of issues for drafting in contemplation of and upon divorce. Ms. Kamin has extensive experience in various aspects of trust and estate planning, trust and estate administration, and related dispute resolution. She advises individuals, families and closely held businesses in wealth preservation, asset protection and succession planning issues. The ACTEC Annual Meeting includes an extended series of seminars presented by distinguished industry leaders. It took place March 5-10, 2013, in Maui, Hawaii.

Gresham's 2013 Annual Outlook

Mar 1, 2013

The world is awash in a sea of liquidity, as all four major central banks of the developed
world are synchronized in their aggressive implementation of easy money policies. Despite
this liquidity, the global economic recovery remains the slowest on record, still hindered by
the excessive leverage built-up prior to the financial crisis four years ago. While these easy
money policies have produced some positive outcomes, little money is currently making its
way into the real economy, but is now spilling over into capital markets, distorting prices
and increasing risks to investors. While we believe many areas of the capital markets
remain attractive, investors must be cautious in deploying capital to ensure that they are
adequately rewarded for the risks they are taking.

Read more

Duties and Powers of the Trustee

Mar 27, 2012

Family Office Exchange (FOX) Workshop — Grantors, Trustees, and Beneficiaries: A New Look at Roles and Responsibilities

March 27, 2012

1:15 PM - 2:30 PM

Kim Kamin, now Chief Wealth Strategist at Gresham Partners, LLC, spoke at the FOX workshop, Grantors, Trustees, and Beneficiaries: A New Look at Roles and Responsibilities, on Tuesday, March 27, 2012, at the Gleacher Center (450 North Cityfront Plaza, Chicago). Ms. Kamin copresented the session “Duties and Powers of the Trustee,” which addressed the primary roles and responsibilities of trustees, as well as the liability that comes with oversight of trust investments, distributions and compliance, and in some cases, guardianship or other family-related responsibilities. CLE credit. For more information on this workshop and other workshops, contact the Family Office Exchange at 312.327.1231 or workshops@familyoffice.com.

Distribution Provisions: Understanding the Issues and Options

Mar 27, 2012

Family Office Exchange (FOX) Workshop — Grantors, Trustees, and Beneficiaries: A New Look at Roles and Responsibilities

March 27, 2012

3:45 PM - 4:30 PM

Kim Kamin, now Chief Wealth Strategist at Gresham Partners, LLC, spoke at the FOX workshop, Grantors, Trustees, and Beneficiaries: A New Look at Roles and Responsibilities, on Tuesday, March 27, 2012, at the Gleacher Center (450 North Cityfront Plaza, Chicago). Ms. Kamin copresented the session “Distribution Provisions: Understanding the Issues and Options,” which addressed the key issues related to trust distributions, including discretionary versus required distributions from a trust, the unitrust concept, and exhausting trust assets. This session also covered the many factors that trustees should consider when faced with requests for discretionary distributions including the potentially negative reaction of other family members to the granting of discretionary distributions to a beneficiary. CLE credit. For more information on this workshop and other workshops, contact the Family Office Exchange at 312.327.1231 or workshops@familyoffice.com.

Gresham's 2012 Annual Outlook

Mar 1, 2012

The world continues to ride the same train of global imbalances. While short-term solutions have
allowed us to arrive at the next station, few are attempting to address the long-term issues. We believe
that capital markets will continue to assail the weakest links in the financial system, which, hopefully,
instills the required discipline for policymakers to make needed, but difficult, decisions. Unfortunately
for long-term investors, this suggests that we will continue to encounter a series of market crises,
leading to continued market volatility that can test investor resolve. During this period, it is important
that investors are cognizant of the risks in their portfolios and remain alert for the opportunities
created. While current markets continue to be driven by governmental policy rather than underlying
fundamentals, we do see several powerful secular trends and risks that should shape the foundation
of a portfolio for the long term.

Read more

Civil Unions in Illinois: Love, Life, Death, Taxes and Philanthropy

Oct 6, 2011

McGaw YMCA and Schiff Hardin LLP Breakfast Program

October 6, 2011

8:30 AM - 10:00 AM

Kim Kamin, now Gresham’s Chief Wealth Strategist, co-presented "Civil Unions In Illinois: Love, Life, Death, Taxes and Philanthropy" on Thursday, October 6, 2011, for the McGaw YMCA at Schiff Hardin LLP (Willis Tower, 233 South Wacker Drive, Suite 6600, Chicago). CLE credit.

The breakfast program included the following topics:

  • What is the new Civil Union Act in Illinois intended to accomplish?
  • How is the new Act being applied so far?
  • Why might now be a good time to update an estate plan, including charitable provisions?
  • What other impact on philanthropy might the new Act have?

Illinois Civil Unions: What Advisors Should Know

May 25, 2011

Chicago Estate Planning Council Webinar

May 25, 2011

10:00 AM - 11:15 AM

Kim Kamin, now Chief Wealth Strategist at Gresham Partners, LLC, was the moderator for the Chicago Estate Planning Council (CEPC) Webinar, “Illinois Civil Unions: What Advisors Should Know” on Wednesday, May 25, 2011, at 10:00 a.m. Continuing education credits for MCLE, CFP and CPA.

The panel discussed the Illinois law that enables and recognizes civil unions starting June 1, 2011, answering such questions as:

  • What rights and obligations will parties of a civil union have?
  • How is will a civil union be created and terminated?
  • How can tax efficient estate plans be designed for civil unions?
  • What gift tax issues arise for lifetime transfers between civil union parties?

Gresham's 2011 Annual Outlook

Mar 1, 2011

The biggest surprise of the year was how well asset classes performed. U.S. equity markets were up 15% and bond markets were up 6.5%, both of which are reasonably good by historical averages.

Read more

Estate Planning for Artists

Oct 15, 2010

CLE International's Twelfth Annual Visual Arts & The Law Conference

October 15, 2010

9:15 AM

Kim Kamin, now Chief Wealth Strategist at Gresham Partners, LLC, spoke about "Estate Planning for Artists" at CLE International's Twelfth Annual Visual Arts & The Law Conference on Friday, October 15,  2010, at The Sutton Place Hotel (21 East Bellevue Place, Chicago). The conference provides legal information and effective tools for artists, collectors, galleries and museums. CLE credit. Information about this conference is available online at www.cle.com/chicago or by calling 800.873.7130.

FDIC-Assisted Transactions: Overview and Latest Developments

Sep 8, 2010

The Chicago Bar Association Financial Institutions Committee

September 8, 2010

12:15 PM

Kim Kamin, now Chief Wealth Strategist at Gresham Partners, LLC, and Lorraine M. Buerger, a member of Schiff Hardin's Corporate and Securities and Financial Institutions groups, spoke to The Chicago Bar Association's Financial Institutions Committee on September 8, 2010, at The Chicago Bar Association Building (321 South Plymouth Court, Chicago). The presentation included an overview of the hot area of law attracting significant media attention resulting from an unprecedented wave of bank failures in 2009 and 2010, as well as a discussion about the mechanics of how these FDIC receivership deals work and best practices. For additional information about this meeting, contact the Financial Institutions Committee Chair, Dan Fuhrman, at daniel.fuhrman@wellsfargoadvisors.com or 312.630.7071.

Gresham's 2010 Annual Outlook

Mar 1, 2010

Policy makers in developed economies are likely to remain accommodative, as domestic employment and growth concerns will dominate our trading partners’ concerns regarding the debasement of the U.S. dollar. The very solutions aimed at solving the crisis, may be accelerating many of the secular changes that guide our long-term investment activity. We remain concerned about the wide divergence of inflationary expectations, the potential debasement of the dollar and the long-term secular shift of global economic growth to a series of emerging economies away from developed nations largely responsible for driving economic growth over the last fifty years. In this environment, which may possibly last for a number of years, we expect market volatility and the potential for extreme market outcomes to remain higher than usual.

Read more

40 Attorneys Under 40

Feb 26, 2010

Chicago Bar Association, Young Lawyers Section Executive Council

February 26, 2010

3:00 PM - 5:00 PM

Kim Kamin, now Gresham’s Chief Wealth Strategist and a former partner at Schiff Hardin LLP, spoke at "40 Attorneys Under 40," on February 26, 2010. The event took place at the Chicago Bar Association, 321 S. Plymouth Court, Chicago, IL 60604. This event was highly beneficial to newer attorneys wondering how to be the best they can be in their legal career, by providing them with a “road map” to success. The event included small group discussions led by attorneys who have appeared on the Law Bulletin Publishing Company's 40 Illinois Attorneys Under 40 to Watch list. Participants were then split into smaller groups and traveled from table-to-table meeting with Chicago's top attorneys under 40. The group leaders discussed everything from client development, working with partners and support staff, volunteerism, job search techniques, balancing priorities and more. CLE credit. For more information about this event, please call 312.554.2056.

Working Moms Redefined – Today’s Chicago Woman [May 2009]

May 1, 2009

Read more

Gresham's 2009 Annual Outlook

Mar 1, 2009

The credit crisis continues to erode the global economy at an accelerating pace. Governmental authorities are responding aggressively in an effort to thaw credit markets and avoid a severe and prolonged recession. While we are seeing signs of the banking system stabilizing and market volatility subsiding, we still face the question of whether these efforts will ultimately succeed. The range of possible economic and market outcomes remains wide, mandating a cautious approach for risk conscious investors such as ourselves. During this difficult period, we remain focused on limiting losses and protecting against permanent impairment of capital.

Read more

How to Include Your Children in a Legal Career – Women in Law [November 2008]

Nov 1, 2008

Read more

How to be Smart While Collecting Your Art: Legal, Estate and Insurance Considerations

Sep 25, 2008

Gresham’s Chief Wealth Strategist Kim Kamin spoke at this special breakfast presentation hosted by Chartwell Insurance Services.  The event took place at The University Club of Chicago, 76 East Monroe, Chicago, IL 60603. For more information about this event, contact L. Figueroa at lfigueroa@chartwillins.com or 312.645.1200.

Illinois Attorney Under 40 to Watch – Chicago Law Bulletin [September 2008]

Sep 1, 2008

Read more

Six Steps for Handling Discounts in Funding Testamentary Gifts, ABA Trusts and Investments [September 2008]

Sep 1, 2008

ABA Trusts and Investments, September 2008.

Gresham's 2008 Annual Outlook

Mar 1, 2008

The second half of 2007 provided a stark example of the reasons we have felt that the risk/reward equation for investment markets was uninspiring. In particular, it confirmed and perhaps exceeded our expectations that credit markets would likely constitute Ground Zero in any financial upheaval. We can now say with much greater confidence that the problems in credit markets have spilled over into the general economy. However, we are fortunate that the credit crisis began at a time when global economic and business trends were relatively good, providing some cushion to the expected economic downturn. While the debate over whether the U.S. economy is headed for, or already in, a recession has become more of a technical exercise for economists, there is no debate that corporate profits, particularly those in the financial and consumer discretionary sectors, are slowing and general business conditions are weakening.

Read more

Gresham's 2007 Annual Outlook

Mar 1, 2007

Broad U.S. stock market indices increased slightly, up a little over 1% during the first quarter. Smaller companies did slightly better but the real disappointment was in the very largest companies, as the top 50 declined almost 2%. The best performers were in the mid-cap range, which advanced by a little over 4%, in part because that is where the merger and acquisition boom is centered.

Read more

Gresham's 2006 Annual Outlook

Mar 1, 2006

For the year 2005, U.S. stock markets appreciated modestly, as shown in Exhibit 1 to the right. Within sectors, energy was the star performer, up 32%, followed by utilities, up 16%. Otherwise, it was hard to find broad areas of support. Other sectors provided lackluster to down results, as market leadership was narrow. Discretionary consumer goods brought up the rear, down 6%, which includes the very poor performing auto and related companies.

Read more

Gresham's 2005 Annual Outlook

Mar 1, 2005

Stock markets enjoyed an above average year in 2004, thanks to a surge in the fourth quarter. For the year, stock markets were led by energy and basic materials companies, reflecting a surge in oil and commodities prices, and industrial companies riding the profit expansion. Many larger, high-quality, consumer-oriented companies disappointed, especially the drug companies, as did technology.

Read more

Ex Post ≠ Ex Ante: Determining Liability in Hindsight, Law and Human Behavior, Volume 19, Number 1 [February 1995]

Feb 1, 1995

Participants in three conditions (foresight, hindsight, and a modified hindsight condition designed to ameliorate the hindsight effect) assessed whether a municipality should take, or have taken, precautions to protect a riparian property owner from flood damage. In the foresight condition, participants reviewed evidence in the context of an administrative hearing. Hindsight participants reviewed parallel materials in the context of a trial. Three quarters of the participants in foresight concluded that a flood was too unlikely to justify further precautions—a decision that a majority of the participants in hindsight found to be negligent. Participants in hindsight also gave higher estimates for the probability of the disaster occurring. The debiasing procedure failed to produce any significant differences from the regular hindsight condition. The results suggest that absent an effective debiasing technique, risk assessments made in foresight will be judged harshly in hindsight.

Read more

Gresham logo