Annual Meeting and Potpourri of Estate Planning Considerations for Modern Families

Date: Wednesday, May 15, 2024
Time: 1:30pm - 5:00pm
Location: ArtsQuest
Speaker: Kim Kamin, Esq

Please join us on May 15th at ArtsQuest for the EPCLV Annual Meeting & A Potpourri of Estate Planning Considerations for Modern Families, presented by Kim Kamin, Esq..

As the traditional nuclear family has changed, estate planning professionals must be prepared thoughtfully problem solve for the unique issues clients face. This discussion will touch upon a variety of issues to consider, including: Marital Status (single, divorced, unmarried couples and polyamorous relationships); Defining Descendants (stepchildren, adoption, nonmarital children and assisted reproductive technologies); other forms of Diversity (disability, LGBTQIA+, religious, racial and cultural), Drafting for Flexibility . . . and more!

1:00-1:30 Registration

1:30-3:40 Presentation

3:45-4:15 Annual Meeting

4:15-5:00 Networking & Cocktails

Two continuing education credits are pending approval for CLE, CFP, Pennsylvania Insurance, CPA, CTFA and PACE.

Kim Kamin is a partner and the Chief Wealth Strategist at Gresham Partners LLC, an independent multi-family office managing approximately $8.5 billion for about 120 UHNW families nationally. Kim leads Gresham’s development and implementation of estate, wealth transfer, philanthropic, educational and fiduciary planning activities. Previously she was a partner in the Private Clients group at a large national law firm known for the quality of its T&E practice. 

Kim is also an adjunct professor at Northwestern University Law School and on faculty for the University of Chicago Booth School of Business Executive Education. She is a Regent for the American College of Trusts & Estates Counsel, Past President of the Chicago Estate Planning Council (CEPC) and the Estate Planning Domain Chair for the UHNW Institute. Additionally, Kim serves on advisory boards for multiple local charities.

Kim serves on the Editorial Advisory Board of Trusts & Estates Magazine, has published on a wide variety of topics, and is also a frequent lecturer in a variety of venues across the country. She is the co-executive editor and co-author for the Leimberg Library Tools & Techniques book, Estate Planning for Modern Families (4th edition forthcoming in 2024). Kim received her B.A. from Stanford University and her J.D. from the University of Chicago Law School. She is an AEP® (Distinguished) and a 21/64 Certified Advisor.



Related Document(s):

See Upcoming Event Calendar