Do Your Clients Still Want to Plan For 2025 Exemption Gifting?Do Your Clients Still Want to Plan For 2025 Exemption Gifting?

http://www.greshampartners.com/team-member/kim-kamin/

Kim Kamin is a partner at Gresham Partners LLC where she serves as Chief Wealth Strategist. In that role, she leads Gresham’s development and implementation of services relating to wealth transfer planning, trust and estate administration, philanthropy and RisingGen engagement and education. Previously she was a partner at a large law firm where for many years her legal practice involved all aspects of estate, trust and charitable planning, administration, and dispute resolution.

In addition, she is an adjunct professor at the Northwestern University Pritzker School of Law and is on faculty as a lecturer for the University of Chicago Booth School of Business Executive Education.

Ms. Kamin is on the Editorial Advisory Board of Trusts and Estates Magazine on the UHNW and Family Office committee. She is also Estate Planning and Legal Services Domain Chair for the UHNW Institute, is a frequent lecturer nationally, and publishes on a broad array of topics.

She received her B.A., with distinction and departmental honors, 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.

Jonathan Lee is an associate wealth strategist at Gresham Partners LLC. Jon assists client families and collaborates with their counsel to design comprehensive wealth transfer plans and make informed decisions related to succession planning, trust and estate administration, asset protection, and philanthropy. He is committed to implementing strategic and personalized solutions that align with clients’ unique goals, preferences, and priorities. Jon draws on his previous experience at a Chicago-based law firm, where he handled all aspects of trust and estate planning and administration. Jon is a graduate of Washington University School of Law and Syracuse University.