Bimonthly Meeting | November 2017

  • Wed, November 15, 2017
  • 7:30 AM - 9:15 AM
  • Highland Park Country Club | Highland Park IL

Registration

  • Preregistration price is $25. At the door price is $30.

Registration is closed

Bimonthly Membership Meeting

Wednesday, November 15, 2017, 7:30 am - 9:15 am
Highland Park Country Club
1201 Park Avenue, Highland Park, IL, 60035 | map
(847) 433-4000

  • Speakers: Kim Kamin, Principal and Chief Wealth Strategist at Gresham Partners, LLC
  • Topic: Estate Planning in Times of Uncertainty
  • Doors open at 7:30 A.M. for a buffet breakfast and networking.
  • Presentation Begins at 8:00 A.M., and adjournment will be by 9:15 A.M.
  • To receive MCLE credit, please supply your ARDC number
  • For CFP credit please provide your CFP ID

Meeting Sponsor:

Overview of Presentation:

The discussion will contemplate how to approach estate planning in these times of uncertainty and explore whether clients should continue to implement planning techniques. Drafting flexible trusts and changing irrevocable trusts will also be addressed.


Speaker Bios:

Kim is a Principal at Gresham Partners, LLC where she serves as Chief Wealth Strategist and a Client Advisor. Gresham is an independent multi-family office that currently serves about 90 ultra-high net worth families nationally. At Gresham, Kim leads Gresham’s development and implementation of estate, wealth transfer, philanthropic, educational and fiduciary planning activities.  Prior to joining Gresham she was a trusts and estates partner at Schiff Hardin LLP in Chicago for 17 years. Kim is also an adjunct professor at the Northwestern University Pritzker School of Law, an ACTEC Fellow, on the Editorial Advisory Board of Trusts and Estates Magazine, and Secretary of the Chicago Estate Planning Council. She co-authored the recently released book, Estate Planning for Modern Families for the Leimberg Library Tools & Techniques series.


GREATER NORTH SHORE ESTATE & FINANCIAL PLANNING COUNCIL
1018 W. Madison, Ste. 9, Chicago, IL 60607 | Tel. 708.338.0760 | Email:  gnsefpc@navandassoc.com
Copyright © 2016 Greater North Shore Estate & Financial Planning Council. All Rights Reserved.

Powered by Wild Apricot Membership Software