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Latest Gresham News
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09.04.2024
Gresham Promotes Leisa Storbeck to Lead Client Service Team
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11.05.2024
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented “A Potpourri of Wealth Transfer Planning Considerations for Modern Families” for the 61st Annual Hawaii Tax Institute
10.30.2024
Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist for “Women in Wealth: Shaping the Future of the Industry” for the Family Office Exchange Fox Fall Forum
10.28.2024
Gresham Concludes Transformative Two-Part Series: “Breaking Money Silence”
10.23.2024
Gresham’s Partner and Director of Operations, Allison Lurie, Receives a Young Professionals Award from The Family Wealth Alliance
10.02.2024
Gresham Partners Names Stephen Czocher Partner
10.01.2024
Gresham’s Chief Wealth Strategist, Kim Kamin, Co-presented “Introduction to Asset Protection and Domestic Asset Protection Trusts” for Illinois Institute for Continuing Legal Education with Melisa Seyhun.
09.26.2024
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented “Planning for the Expected Exemption Sunset” for the 50th Notre Dame Tax and Estate Planning Institute.
09.16.2024
Gresham Partners Named as one of the Top 100 RIA Firms by Barron’s
09.12.2024
Gresham’s Chief Wealth Strategist, Kim Kamin, was Featured on the UHNW Institute Page
09.12.2024
Gresham Partners Named to Crain’s Chicago Best Places to Work in 2024
09.04.2024
Gresham Promotes Leisa Storbeck to Lead Client Service Team
08.07.2024
Gresham Partners Women in Wealth
07.19.2024
Gresham Partners Named a Top 50 RIA Firm by Financial Advisor
07.16.2024
Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Presented “2024 Wealth Transfer Planning: What is (or should be) top of mind?” for FOX Family Office and Wealth Advisor Forum
07.11.2024
Gresham’s Chief Wealth Strategist, Kim Kamin’s Insights Featured in Financial Advisor Magazine
07.10.2024
Alert: Beware of Scammers Impersonating Gresham on WhatsApp and Text Messages
05.20.2024
Gresham Partners Named a Top RIA Firm of 2024 by Worth Magazine
05.03.2024
Gresham Partners Wins Women in Wealth Management Award at the 2024 Family Wealth Report Awards
04.24.2024
Gresham’s Founder and President, David Salsburg’s Insights Featured in The Wall Street Journal
04.08.2024
New Edition of Gresham’s Chief Wealth Strategist, Kim Kamin’s, Estate Planning for Modern Families Treatise, Released
03.15.2024
Gresham’s Chief Wealth Strategist, Kim Kamin is a Woman of the Year 2024 for Career Achievement at Citywealth Powerwomen Awards USA
03.07.2024
Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Presented, “Don’t Let the Sun Go Down on Me” – Planning Ahead of Expected Exemption Decreases, for the 2024 ACTEC Annual Meeting
01.30.2024
Gresham Proudly Celebrates 2024 Promotions!
01.11.2024
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Simplifying the Complex: Demystifying Directed Trusts, Family Offices and Private Trust Companies, for the 58th Annual Heckerling Institute on Estate Planning
12.13.2023
Gresham’s Chief Wealth Strategist, Kim Kamin, Recognized as a 2023 Top Women in Law Honoree by Law Bulletin Media and Chicago Lawyer Magazine
11.15.2023
Gresham’s Chief Wealth Strategist, Kim Kamin, Inducted into NAEPC Estate Planning Hall of Fame
®
and Honored as an Accredited Estate Planner
®
(Distinguished) Designee
11.13.2023
Gresham’s Chief Wealth Strategist, Kim Kamin, Comments on Defining Descendants – Who Inherits Under Your Client’s Wills and Trusts? in the Steve Leimberg’s Estate Planning Newsletter
10.13.2023
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, A Potpourri of Estate Planning Considerations for Modern Families, for the 71st Annual Montana Tax Institute
09.27.2023
Gresham Partners Names Allison Lurie Partner
09.21.2023
Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Presented, Defining Descendants, Practical and Sometimes Surprising Considerations for Practitioners, at the 49th Annual Notre Dame Tax & Estate Planning Institute
09.21.2023
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Charitable Planning Using Non-Charitable Trusts, for the 49th Annual Notre Dame Tax & Estate Planning Institute
09.14.2023
Gresham Partners Named to Crain’s Best Places to Work in Chicago List
08.21.2023
Gresham is a Sponsor and Hosts Clients and Friends at 2023 BMW Championship Golf Tournament
08.17.2023
Gresham Wealth Strategist Kim Kamin, Comments on Philanthropic Endeavors with Noncharitable Trusts at the AICPA & CIMA ENGAGE 2023 conference
07.24.2023
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented at the Notre Dame 49th Tax and Estate Planning Institute
07.11.2023
Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist for the 2023 FOX Family Office Wealth Advisor Forum: Examining The Family Office Governance Journey
06.07.2023
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate Planning for Modern Families, for AICPA & CIMA ENGAGE
06.07.2023
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Charitable Giving with Non-Charitable Trusts, for AICPA & CIMA ENGAGE
06.01.2023
Gresham Launches Women Focused Event Series with, NEW ECONOMICS: Women, Wealth, and Power in 2030
05.23.2023
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Charitable Giving with Non-Charitable Irrevocable Trusts, for the Illinois Institute for Continuing Legal Education
05.18.2023
Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Presented, Handling Dementia and Incapacity in Wealth Advising, for the Ultra High Net Worth Institute
05.17.2023
Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Presented, Planning for and Dealing with Diminishing Capacity, for the Chicago Estate Planning Council
05.05.2023
Gresham Partners Wins 2023 Outstanding CIO Award at the 10th Annual Family Wealth Report Awards
04.27.2023
Gresham’s Chief Wealth Strategist, Kim Kamin, 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
03.31.2023
Gresham’s Chief Wealth Strategist, Kim Kamin’s Article, “Considerations for Charitable Giving with Noncharitable Irrevocable Trusts,” is Published in Wealth Strategies Journal
03.15.2023
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate Planning for the Modern Family: Planning for Diversity and Flexibility, for the Southern Arizona Estate Planning Council
02.13.2023
Gresham’s Chief Wealth Strategist, Kim Kamin, Contributes Chapter to Wealth of Wisdom on Choosing Trustees with Care and Wisdom
02.06.2023
Gresham Partners Names Les Carter Partner
02.06.2023
Gresham Proudly Celebrates 2023 Promotions!
11.18.2022
Gresham’s Chief Wealth Strategist, Kim Kamin, Selected for Estate Planning Hall of Fame
®
Class of 2023
11.17.2022
Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Presented, Estate Planning for the Modern Family: Planning for Diversity and Flexibility for the National Association of Estate Planners & Councils at the 59th Annual NAEPC Advanced Estate Planning Strategies Conference
11.10.2022
Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist for: Ethical Issues Working with Blended Families for the 48th Annual Notre Dame Tax & Estate Planning Institute
10.18.2022
IRS Announces Inflation Adjustments for 2023 Gifting
10.06.2022
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate Planning for the Modern Family: Planning for Diversity and Flexibility for the Boston Estate Planning Council
08.11.2022
Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist for The Future of Wealth Management at the Private Wealth Midwest Forum
07.26.2022
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Charitable Giving with Noncharitable Trusts for the Society of Financial Service Professionals
06.01.2022
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Considerations in Designing and Administering Irrevocable Trusts to Permit Distributions for Philanthropy at Legacy Partners Spring Education Program
05.26.2022
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Considerations in Designing and Administering Irrevocable Trusts to Permit Distributions for Philanthropy for the Legacy Partners Spring Educational Program Webinar
05.24.2022
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Charitable Giving with Non-Charitable Trusts for the Illinois CPA Society
05.12.2022
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented at the Estate Planning for Modern Families for The University of Chicago Office of Gift Planning’s Phoenix Society
05.06.2022
Gresham Partners Wins 2022 Outstanding CIO (Chief Investment Officer) and is Commended for Wealth Planning at the 9th Annual Family Wealth Report Awards
03.01.2022
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented a Primer on Working with Ultra-High-Net-Worth Families and Family Offices for Trusts & Estates Magazine and Wealthmanagement.com
02.09.2022
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate Planning for the Modern Family for the Santa Cruz Estate Planning Council
01.31.2022
Gresham Names Five Partners
12.08.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate Planning for Modern Families: Planning for Diversity and Flexibility for the National Association of Estate Planning Councils
12.01.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Authored an article in Trusts & Estates titled, “Charitable Giving With Non-Charitable Trusts”
11.30.2021
Gresham’s Founder, President and Head of Client Service, David Salsburg, Was a Featured Panelist for The Evolution of a Successful Family Office National Webinar
11.03.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented on Wealth Transfer Strategies: Changes and Opportunities for Family Wealth Alliance Fall Forum
10.25.2021
Gresham Partners Participates in Greenhouse Scholars’ 2021 Glass Half Full Virtual Event
10.21.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Trusts & Estates Magazine Advisory Board Panel: Diversity, Equity and Inclusion Concerns for Your Practice for the 47th Annual Notre Dame Tax Institute
09.08.2021
Nicole Perkins Joins Gresham Partners as Principal and Director of Client Experience & Development
08.18.2021
Gresham Supports The University of Chicago’s New Center on Law and Finance
07.13.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Purposeful Planning for Diverse Modern Families for Purposeful Planning Institute Thought Leader Webinar
06.23.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate Planning for the Modern Evolving Family for ALI-CLE Estate Planning in Depth
06.08.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Ten Domains of Wealth: Wealth Creation and Stewardship for Inaugural UHNW Institute Conference
05.27.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate and Charitable Planning Considerations for Modern Families for Chicago Council on Planned Giving Symposium
05.25.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Moderated the 64th Annual Estate Planning Short Course for Illinois Institute for Continuing Legal Education
05.20.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, 2020 Election Fallout for Estate Planners for the Michigan ICLE 61st Annual Probate and Estate Planning Institute
05.12.2021
Gresham Receives Wealth Planning Award from Family Wealth Report Panel of Industry Experts
04.22.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Family Offices & Private Trust Companies – An Overview for the 43rd Annual UCLA/CEB Estate Planning Institute
04.16.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Authored, “Perspectives on Planning for Personal Property”
04.16.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Authored, “Unequal Inheritances: A Final Parental Communication”
04.01.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Tangible Personal Property: Planning, Drafting, Tax, and Practical Considerations at the Trusts & Estates Virtual Forum
04.01.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Tangible Personal Property: Planning, Drafting, Tax, and Practical Considerations for the Peak Trust Company/Interactive Legal
02.24.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Family Dynamics in Modern Families for the Family Office Exchange Rising Gen Leadership Program
02.24.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Modern Families: Inclusiveness and Spousal Roles for the Family Office Exchange Rising Gen Leadership Program
02.04.2021
Gresham Partners 2021 Promotions
02.03.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate Planning for the Modern Family for the DuPage County Estate Planning Council
01.20.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Perspectives on Planning for Tangible Personal Property at the Trusts & Estates Virtual Forum
01.14.2021
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Unequal Inheritances: A Final Parental Communication at the Trusts & Estates Virtual Forum
11.20.2020
Greenhouse Scholars’ 2020 Rally for Our Future Virtual Event
11.19.2020
Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist for the Estate Planning in a Time of Uncertainty at the 16th Annual Goodman Theatre Estate Planning Seminar
11.12.2020
Gresham’s Vice Chairman, Wally Head, and Gresham’s Chief Wealth Strategist, Kim Kamin, Take Leadership Roles in the Ultra-High Net Worth Institute
10.30.2020
Gresham Has Two Client Advisors Honored by Family Wealth Alliance
10.29.2020
Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist for the Trust & Estates Advisory Board Panel: Perspectives on Planning for Personal Property at the 46th annual Notre Dame Tax & Estate Planning Institute
10.28.2020
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Managing Your Law Practice in the New Normal and Beyond at the annual national meeting of ACTEC
06.18.2020
Gresham’s Chief Wealth Strategist, Kim Kamin, Was Featured by Chicago Community Trust
06.17.2020
Gresham’s Chief Wealth Strategist, Kim Kamin, Was Elected President of Chicago Estate Planning Council
06.09.2020
Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist in Advisor Dialogues: Planning in a Low Rate Environment at the Chicago Community Trust
04.28.2020
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Modifying Irrevocable Trusts at the Personal Planning Institute
04.01.2020
Gresham’s Chief Wealth Strategist, Kim Kamin, Was Elected to ACTEC Board of Regents
04.01.2020
Gresham Receives Third National Award in Four Years
01.10.2020
Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Authored, “Adapt Old Strategies to Fit New Family Arrangements” at the 44th Annual Notre Dame Tax & Estate Planning Institute
01.10.2020
Gresham’s Chief Wealth Strategist, Kim Kamin, Authored, “A Time for Creativity and Action” in Trust and Estates Magazine
12.01.2019
Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Authored, “Tools and Techniques of Estate Planning for Modern Families”
10.02.2019
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Wealth Planning Considerations for Modern Families at the National Association of Personal Finance Planners Event
10.01.2019
Gresham’s Vice Chairman, Wally Head and Gresham’s Chief Wealth Strategist, Kim Kamin Presented on Pre-Transaction Planning
09.26.2019
Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist for Collaboration When Working with the Contemporary Family at the 45th Annual Notre Dame Tax & Estate Planning Institute
09.19.2019
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, “Rehabbing” Irrevocable Trusts at Gresham’s 2019 Annual Client Event
09.19.2019
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, “Rehabbing” Irrevocable Trusts
09.11.2019
Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist for Pre-Transaction Planning to Improve the Likelihood and Benefits of a Liquidity Event at The Gleacher Center in Chicago, IL
07.26.2019
Gresham’s Chief Wealth Strategist, Kim Kamin, Moderated a Panel on Empowering the Rising Generation at The New School in New York, NY
07.23.2019
Sean Warrington Joins Gresham Partners as Principal and Senior Investment Officer
07.17.2019
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate Planning Considerations for the Modern Family at the FOX Family Office Forum
07.10.2019
Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Authored, “Attorney-Client Privilege in a Team Environment”
07.09.2019
Gresham Partners Proudly Sponsors The Community Table, a Fundraising Dinner Event for Greenhouse Scholars
04.04.2019
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate Planning for the Modern 21st Century Family at the ALI-CLE Planning Techniques for Large Estates
04.04.2019
Gresham Receives National Award Again in 2019 as “Best Multi-Family Office”
03.24.2019
Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist for the Whose Will Is It: Does the Settlor’s Intent Matter? at the American College of Trust and Estate Counsel Annual Meeting
03.01.2019
Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Planning Considerations for the Modern Family at the Family Office Exchange Senior Management Council
01.30.2019
Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Hosted, Estate Planning for Modern Families: Flexibility and Other Considerations for the 21st Century for a Live National Audio Webcast with Wendy Goffe
01.17.2019
Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist on Playing the Disclaim Game: Accessing Optionality in Planning and Problem-Solving at the 53rd Annual Heckerling Institute on Estate Planning
12.03.2018
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Opening the Probate Estate and Alternatives to Probate (with Elizabeth Garlovsky), Chapter 2 in Estate Administration
10.16.2018
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Trust Investing to Satisfy Spending Needs and Protect Capital
10.02.2018
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The Estate Planning Field: Recent Trends and Other Considerations
09.26.2018
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Estate Planning Considerations Under the New Tax Act
06.25.2018
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American Law Institute-Continuing Legal Education Summer Program Estate Planning in Depth
06.20.2018
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Family Office Exchange Trustees & Beneficiaries Workshop
05.15.2018
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Illinois Institute for Continuing Legal Education 61st Annual Estate Planning Short Course
04.25.2018
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American Law Institute-Continuing Legal Education: National Webinar
04.16.2018
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Domestic Asset Protection Trusts (with Kristen Hosack Pace), Chapter 10 in Asset Protection Planning 2018 Edition
04.02.2018
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Asset Protection During Estate and Trust Administration (with Jeffrey M. Bergman), Chapter 9 in Asset Protection Planning 2018 Edition
03.15.2018
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Private Wealth Management Summit
01.16.2018
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“Where Are All The Grantor Trust Reimbursement Statutes?”, Wealthmanagement.com [January 2018]
01.12.2018
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Sacramento Estate Planning Council Technical Forum
01.01.2018
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How Trusts Impact Business Owners’ Creation of Multigenerational Legacies
11.16.2017
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Greater North Shore Estate & Financial Planning Council
10.27.2017
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43rd Annual Notre Dame University Tax & Estate Planning Institute
10.21.2017
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American College of Trust and Estate Counsel Fall 2017 Meeting
09.26.2017
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MFO vs PWM
08.16.2017
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Wealth Planning in Times of Tax Uncertainty
08.01.2017
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Planning for the Modern Family
06.01.2017
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Fiduciary Duties and Ethical Challenges for Trustees: The Evolving Landscape
05.10.2017
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Planning Considerations for the Modern Family
02.23.2017
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Planning Considerations for the Modern Family
02.01.2017
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Kim Kamin Debuts Book: Estate Planning for Modern Families
01.26.2017
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Planning Considerations for the Post-Nuclear Family
12.08.2016
Modern Estate Planning Webinar
11.17.2016
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Trust Planning for Divorce and Blended Families Using Nuptial Agreements Effectively
11.11.2016
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Planning for the 50%: Selected Trust Issues Relating to Divorce and Remarriage
10.27.2016
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Comparing Different Trust Administrative Structures: Private Trust Companies
09.14.2016
Fiduciary Responsibility and Investment Policy Statements for Socially Responsible/ESG/Impact Investors
08.11.2016
“Modernizing Trust for Modernized Families” (with Bobbi Bierhals), Wealthmanagement.com [August 2016]
08.01.2016
“Planning Considerations for the Post-Nuclear Family” (with Bobbi Bierhals), Trusts & Estates Magazine [August 2016]
07.28.2016
Purposeful Planning Institute, 2016 Rendezvous – How Can We Enhance the Financial Wellbeing of Multigen Families?
06.28.2016
Tax Planning for High Net Worth Clients, BKD LLP, CliftonLarsonAllen, LLP, Crowe Horwath, and Keebler and Associates – Planning for Divorce and Remarriage
06.22.2016
Family Office Exchange Trustees and Beneficiaries Workshop – Bringing it all Together: Case Studies
06.18.2016
The American College of Trust and Estate Counsel – Summer 2016 Meeting
05.05.2016
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“Ten Questions Advisors Should Ask When Hiring an Estate Planning Attorney”, Wealthmanagement.com [May 2016]
04.27.2016
Kim Kamin Awarded Chair at Northwestern University’s Pritzker School of Law
04.01.2016
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“Nuptial Agreements for Estate Planners”, reprinted from the April 2016 issue of ALI CLE’s Estate Planning Course Materials Journal.
02.16.2016
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“Private Derivatives Contracts”, Wealthmanagement.com [February 2016]
12.19.2015
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The Best Lawyers in America© 2015
11.16.2015
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“Affluenza and Its Cure”, Wealthmanagement.com [November 2015]
11.03.2015
ALI CLE: National Webinar – Nuptial Agreements for Estate Planners
10.29.2015
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“How to Raise an Adult with a Trust Fund”, Wealthmanagement.com [October 2015]
10.02.2015
Chicago Estate Planning Council Webinar – Who’s Your Mommy/Daddy? What Estate Planning Advisors Need to Know About the New Illinois Parentage Act
10.01.2015
Kim Kamin’s Blog
09.18.2015
41st Annual Notre Dame Tax & Estate Planning Institute – A Guide to Nuptial Agreements
09.17.2015
41st Annual Notre Dame Tax & Estate Planning Institute – Practical Advice for Trust Design: A Holistic Perspective from the Trusts & Estates Advisory Board
09.17.2015
Gresham Partners, LLC Client Event – What to do About Stuff? Planning for Art and other Tangible Personal Property
06.25.2015
ALI-CLE Estate Planning in Depth – Nuptial Agreements: The Good, Bad and Ugly
06.03.2015
Catholic Charities 11th Annual Tax & Estate Planning Seminar-Fiduciary Duties and Ethical Challenges for Trustees: The Evolving Landscape
05.14.2015
IICLE 58th Annual Estate Planning Short Course – Modern Trust Drafting
05.02.2015
ALI-CLE American Law Institute Continuing Legal Education – Planning for the 50%: Divorce and Blended Families
05.01.2015
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“Ethical Considerations in Thorny Trusteeships”, Trusts & Estates Magazine [May 2015]
03.20.2015
Purposeful Planning Institute-Fusion Collaboration 2015: The Ethical Trustee
02.27.2015
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“Planning for Divorce When Drafting a Trust”, Wealthmanagement.com [February 2015]
02.23.2015
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“Confronting Our Clients’ Greatest Parenting Fear”, Wealthmanagement.com [February 2015]
01.05.2015
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“Powers of Attorney: To Spring or Not to Spring”, Wealthmanagement.com [January 2015]
12.22.2014
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“Private Trust Companies: Don’t Believe all the Hype”, Wealthmanagment.com [December 2014]
10.01.2014
“Asset Protection During Estate and Trust Administration”, Chapter 9 in Asset Protection Planning Treatise, Illinois Institute for Continuing Legal Education [October 2014]
10.01.2014
“Onshore Trusts”, Chapter 10 in Asset Protection Planning Treatise, Illinois Institute for Continuing Legal Education [October 2014]
09.05.2014
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“Protecting Clients’ Privacy: Three Simple Ways Advisors Can Help with this Effort”, Wealthmanagement.com [September 2014]
09.02.2014
Choosing A Trustee: Who Best Will Represent Your Interests?
09.01.2014
“Asset Protection During Estate and Trust Administration”, Chapter 11 in Postmortem Estate Planning Treatise, Illinois Institute for Continuing Legal Education [September 2014]
06.05.2014
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Kim Kamin Recognized for Leadership in Francis W. Parker School Alumni Association [June 2014]
06.02.2014
Planning for the 50%: Trust Issues in Divorce
05.02.2014
Estate Planning for Visual Artists
04.01.2014
“Opening the Probate Estate and Alternatives to Probate”, Chapter 2 in Illinois Estate Administration Treatise, Illinois Institute for Continuing Legal Education [April 2014]
03.02.2014
Estate Planning for Second Marriages
01.02.2014
Using Trusts in Divorce
12.02.2013
Tax and Estate Planning for Same-Sex Couples after the Demise of DOMA
12.01.2013
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“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
11.02.2013
Preparing for Duty as a Family Trustee
09.01.2013
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“What Trustees Need To Do”, Family Office Exchange
08.01.2013
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Q&A: Kim Kamin – Francis W. Parker School [August 2013]
03.02.2013
Counseling the 50%: Select Divorce Issues for the Estate Planner
03.27.2012
Duties and Powers of the Trustee
03.27.2012
Distribution Provisions: Understanding the Issues and Options
10.06.2011
Civil Unions in Illinois: Love, Life, Death, Taxes and Philanthropy
05.25.2011
Illinois Civil Unions: What Advisors Should Know
10.15.2010
Estate Planning for Artists
09.08.2010
FDIC-Assisted Transactions: Overview and Latest Developments
02.26.2010
40 Attorneys Under 40
05.01.2009
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Working Moms Redefined – Today’s Chicago Woman [May 2009]
11.01.2008
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How to Include Your Children in a Legal Career – Women in Law [November 2008]
09.25.2008
How to be Smart While Collecting Your Art: Legal, Estate and Insurance Considerations
09.01.2008
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Illinois Attorney Under 40 to Watch – Chicago Law Bulletin [September 2008]
09.01.2008
Six Steps for Handling Discounts in Funding Testamentary Gifts, ABA Trusts and Investments [September 2008]
02.02.1995
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Ex Post ≠ Ex Ante: Determining Liability in Hindsight, Law and Human Behavior, Volume 19, Number 1 [February 1995]