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Ten Questions Advisors Should Ask When Hiring an Estate Planning AttorneyTen Questions Advisors Should Ask When Hiring an Estate Planning Attorney

Kim Kamin

Kim Kamin, Partner

May 5, 2016

10 Slides
Ten Questions Advisors Should Ask When Hiring an Estate Planning Attorney

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Since leaving my law practice to join Gresham Partners, like many advisors, I am often asked for referrals to estate planning attorneys and for assistance in evaluating them. This is a fairly complicated request and there are many variables to consider. When evaluating possible estate planning counsel, I’d suggest an advisor should start by considering these ten questions.

If you have comments or additional questions you think should be asked, please share them below.

Kim Kamin is a Principal at Gresham Partners, LLC.

This material is provided for educational purposes only. The author and Gresham Partners, LLC cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. The information provided in these materials does not constitute legal, financial, tax or accounting advice. Please consult with qualified professionals for such types of advice.

 

About the Author

Kim Kamin

Partner, Gresham Partners LLC

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.