Name: A Potpourri of Estate Planning Considerations for Modern Families
Start: 2024-10-18T14:15:00-0600
End: 2024-10-18T15:15:00-0600

Welcome to the 72nd annual Montana Tax Institute!
We are excited for you to join us for two days of presentations by the nation’s experts in taxation, estate planning, and related topics.

None of this would be possible without the generosity and support of our sponsors. Thank you to our major sponsors US Bank Wealth Management, Montana Community Foundation, First Interstate Wealth Management, First Trust Company, and Ashton Thomas Private Wealth. We are also grateful for the continued support of our event sponsors Crowley Fleck, Wipfli, Bessemer Trust, First Trust Company, and the University of Montana Foundation. Please take the time to visit with sponsor representatives during the conference. It is only with our sponsors’ support that we continue to bring nationally recognized speakers to the Montana Tax Institute.

Thank you for joining us. We look forward to seeing you at the Holiday Inn Missoula (or online!) Friday and Saturday, October 18-19, 2024.

Warmest regards, Dean Elaine Gagliardi and Professor Pippa Browde

Friday October 18, 2024 2:15pm - 3:15pm MDT

Holiday Inn Downtown Ballroom

As the traditional nuclear family has changed, estate planning professionals must be prepared to both identify concerns and thoughtfully problem solve for issues clients face. This discussion will touch upon a variety of issues to consider, including: Marital Status (single, divorced, unmarried couples and polyamorous relationships); Defining Descendants (stepchildren, adoption, nonmarital children and assisted reproductive technologies); other forms of Diversity (disability, LGBTQIA+, religious, racial and cultural inclusion), Drafting for Flexibility, . . and more!

Speakers

Kim Kamin

Gresham Partners LLC, Chicago, IL

Kim Kamin is a partner at Gresham Partners LLC, an independent wealth management firm currently serving about 120 families nationally as a multi-family office. At Gresham, Ms. Kamin serves as Chief Wealth Strategist, leading Gresham’s development and implementation of estate, wealth... Read More →

Friday October 18, 2024 2:15pm - 3:15pm MDT
Holiday Inn Downtown Ballroom

General Session

72nd Annual Montana Tax Institute

Kim Kamin

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