This session will prepare estate planners to recognize when it might be desirable to tap into non-charitable trusts for charitable giving. The discussion will include strategies for utilizing assets from existing irrevocable trusts for either desired or obligatory gifts. Attend this webinar to discover strategies such as the use of disclaimers for contingent charitable gifts, and leave knowing how to plan trusts that will promote flexibility for future family philanthropy.
Learning Objectives:
- Determine how income impacts transfer tax deductibility for charitable distributions from non-grantor trusts
- Evaluate existing irrevocable trusts in order to determine if distributions can be made or directed for charity, or if distributions can be made to beneficiaries for charitable giving
- Propose advisable investing in a pass-through entity that can make charitable donations
- Outline ways to draft new trusts that primarily benefit the family beneficiaries, but also promote flexibility for future family philanthropy
Kim Kamin
Gresham Partners LLC
Partner and Chief Wealth Strategist
[email protected]
(312) 327-5020
Kim joined Gresham after spending many years as a practicing attorney counseling families regarding the preservation and transfer of their wealth over multiple generations. At Gresham, Kim leads the development and implementation of estate, wealth transfer, philanthropic, family education and fiduciary planning activities, and she advises clients on a variety of wealth planning matters.
During her legal career, Kim worked with clients on a wide array of entity restructuring, succession planning, trust and estate administration, asset protection and philanthropic issues. She also represented wealth owners, beneficiaries, fiduciaries and custodians in contested matters and served as counsel for the formation and operation of not-for-profit entities.
Kim speaks and writes extensively on topics related to planning for and managing multi-generational wealth. She is also co-author of the Leimberg Library Tools & Techniques of Estate Planning for Modern Families (3rd Edition, 2019).
About Our Presenter
Gresham Partners is an independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer for nearly a quarter of a century. Today, we manage or advise on approximately $8.6 billion* and for about 110 families* located nationally.
We are committed to providing superior investment performance by utilizing select, difficult-to-access managers that are located globally in a full range of asset classes and are not affiliated with Gresham. We make these managers available to our clients in a flexible format well suited to achieving a broad spectrum of investor goals. We integrate this investment approach with comprehensive wealth planning and management services to address the full range of each client’s financial needs, often avoiding the need for them to maintain a family office.
Gresham is wholly owned by its senior professionals, client fees are its sole source of compensation, it avoids conflicts of interest that affect many other firms and it acts as a fiduciary dedicated to serving its clients’ best interests.
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