Invitation - Legacy Partners Spring Educational Program

Considerations in Designing and Administering Irrevocable Trusts to Permit Distributions for Philanthropy

Ann & Robert H. Lurie Children's Hospital of Chicago Foundation, in partnership with the Executive Committee of Legacy Partners, is pleased to offer the next in a series of educational programming for professional advisors.

Kim Kamin, Principal & Chief Wealth Strategist, Gresham Partners LLC and Kirk Hoopingarner, Partner, Quarles & Brady LLP will address: How to evaluate using assets in "old and cold" irrevocable trusts for charitable giving, and what can be done in current planning to provide sufficient flexibility to ensure that future generations have the option to direct trust assets to charity. Seema Shah, JD, Founder's Board Chair in Medical Ethics, Associate Director, Research Ethics and Associate Professor, Advanced General Pediatrics and Primary Care, will provide introductory remarks on the latest findings from her work before we move into our featured presentation.

Wednesday, June 1, 2022

Program: Noon to 1:15 p.m.

Via Zoom - meeting information will be sent via email the week of the event

RSVP

Guests are welcome and registration is free of charge. We encourage you to forward this invitation to those in your network who would find this event and Legacy Partners of interest. Each attendee will need to register themselves via the RSVP link below. The Zoom meeting details will be shared with all those who plan to attend the week of the event.

Continuing education credit pending for MCLE (general), CPA, CFP and CTFA designations.

Kim Kamin is a Principal at Gresham Partners LLC, an independent multi-family office currently serving about 120 families nationally and managing ~$8.5 billion. At Gresham, Kim is the Chief Wealth Strategist, leading Gresham’s development and implementation of estate, wealth transfer, philanthropic, educational, and fiduciary planning activities. Previously she was a partner at a large Chicago law firm where she practiced in trusts and estates for many years.

Kim is an adjunct professor at Northwestern University Law School and on faculty with the University of Chicago School of Business Executive Education. She is on the Editorial Advisory Board of Trusts and Estates Magazine, Immediate Past President for the Chicago Estate Planning Council, a Regent with the American College of Trust and Estate Counsel, and on the Advisory Board for the UHNW Institute. She is a member of The Economic Club of Chicago and serves on advisory boards for multiple local philanthropic organizations, including on the Executive Committee for Lurie Children's Legacy Partners.

Kim frequently speaks and publishes nationally. She co-authored the Leimberg Library book, Estate Planning for Modern Families. Kim received her B.A. from Stanford University and her J.D. from the University of Chicago Law School. She is an AEP® and a 21/64 Certified Advisor.

Kirk Hoopingarner is a partner at the Chicago office of the law firm of Quarles & Brady LLP. His practice has focused on trnst and estate administration, wealth planning, and philanthropy. Kirk is currently serving on the editorial board of Planned Giving Today and has contributed several articles to that publication. In addition he has contributed extensively to Strategic Philanthropy's Charitable Planning Desk Reference. He is currently co-teaching a course on tax exempt organizations in Northwestern University Law School's masters of tax program. He is also a fellow with the American College of Trusts and Estates Counsel where he serves on the charitable planning committee. He has held many leadership roles in philanthropy, including as Board Chair of McGaw YMCA of Evanston, President of the Corporate Responsibility Group of Greater Chicago, Board Chair of the Evanston Community Foundation, and President of the Evanston Township High School Foundation. He currently serves on professional advisor groups for the American Endowment Foundation, the Robert and Ann Lurie Children's Memorial Foundation, and the Lincoln Park Zoo.