New Podcast Episode: Estate Planning and Legal Issues
In the latest episode of The UHNW Institute Podcast, host Russ Haworth is joined by Kim Kamin, Principal and Chief Wealth Strategist at Gresham Partners LLC and Chair of Estate Planning & Legal Issues Domain at The Institute. Kim unpacks estate planning, covering topics such as wealth transfer planning, business administration and philanthropy. She emphasizes the importance of collaboration between legal advisors and other domains for comprehensive wealth strategies. Kim also addresses emerging challenges like the Corporate Transparency Act compliance and the expiration of high exemptions, offering guidance on how families and advisors can prepare sound strategies.
Tune in to hear Kim Kamin discuss these crucial topics, only on The UHNW Institute Podcast, available now on:
Find all episodes on The UHNW Institute Podcast webpage here.
