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Tuesday, July 26 – Charitable Giving with Noncharitable Trusts (Online Webinar)

July 26 @ 11:00 am - 12:00 pm

Program Overview

Join this informative discussion for financial advisors on how to support charitably inclined clients in tapping into existing noncharitable irrevocable trusts for charitable giving, and how to think about drafting new irrevocable trusts to promote flexibility for future charitable giving.

You will learn:

– Income tax rules for charitable giving
– Charitable giving with existing trusts
– Designing new trusts with flexibility

Featured Speakers:

Kim Kamin, JD, AEP is a Partner at Gresham Partners, LLC, an independent multi-family office currently serving about 110 families nationally and managing ~$8.6 billion. At Gresham, Ms. Kamin serves as Chief Wealth Strategist, leading Gresham’s development and implementation of estate, wealth transfer, philanthropic, educational, and fiduciary planning activities. Previously she was a partner in the Private Clients, Trusts and Estates Group at Schiff Hardin LLP. Ms. Kamin is an adjunct professor at the Northwestern University Pritzker School of Law where she was awarded the William M. Trumbull Lectureship, and has taught Advanced Trusts and Estates, Income Taxation of Trusts and Estates, and Estate Planning. She is also on faculty for the Certified Private Wealth Advisor® (CPWA®) program through the University of Chicago Booth School of Business Executive Education. Ms. Kamin is on the UHNW Families & Family Offices Committee of the Trusts & Estates Magazine Editorial Advisory Board and has authored numerous pieces at http://wealthmanagement.com/author/kim-kamin. She has published on a wide variety of topics and is also a frequent lecturer in a variety of venues across the country (such as ACTEC, Heckerling Institute on Estate Planning, Family Office Exchange, and ALI-CLE). She was co-executive editor and co-author for the past two editions of the Leimberg Library Tools & Techniques book, Estate Planning for Modern Families (3rdEdition 2019). Ms. Kamin is a Regent of the American College of Trust and Estate Counsel (ACTEC), is Immediate Past President of the Chicago Estate Planning Council, and serves on the Advisory Board, Leaders Council and as Estate Planning & Legal Issues Domain Chair for the UHNW Institute. Ms. Kamin received her B.A., with distinction and departmental honors in Psychology, from Stanford University and her J.D. from the University of Chicago Law School. She is an AEP® and a 21/64 Certified Advisor.

Details

Date:
July 26
Time:
11:00 am - 12:00 pm
Event Category:
Website:
https://national.societyoffsp.org/events/EventDetails.aspx?id=1642172