Estate Planning Considerations for the Modern Family

FOX Family Office Forum
Chicago, IL
July 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.

The traditional nuclear family is no longer the presumption. With multiple demographic trends including same sex marriages, blended families, and cohabitation alongside different paths to parenthood, including adoption and assisted reproductive technologies, there are numerous estate planning challenges that ultra-high net worth families and their advisors must now consider. Advisors must become familiar with the needs and nuances that are unique to modern family members, structures, and dynamics. This presentation explored some of these important considerations when working on estate planning for the modern family.

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