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CEPC Luncheon Event - SLAT-tery Will Get You Everywhere -- the key to a happy marriage while maximizing lifetime exemption gifts
Charlotte City Club
121 W Trade St #3100
Charlotte, NC 28202
Thursday, April 23, 2026, 11:30 AM - 1:30 PM EDT
Category: Events

Join special guest, Kim Kamin, for a detailed exploration of how utilizing gift and GST exemptions can best be accomplished to create spousal lifetime access trusts (aka SLATs), take advantage of the grantor trust rules, and maximize future flexibility and optionality!

This presentation will include:
• Review of use of exemptions at death for testamentary Family Trusts that can be used for surviving spouses and descendants
• Discussion of pre-funding such testamentary trusts by utlizing exemptions to establish lifetime Family Trusts (known now for many years as Spousal Lifetime Access Trusts - or SLATs)
• Discussion of the benefits and potential issues with SLATs as grantor trusts, especially with increased exemptions and longer lifespans
• Considerations for divorce and blended families
• How to draft SLATs that maximize future flexibility and optionality for the settlor, the settlor's spouse, the settlor's descendants, and the family's philanthropic giving

Register Now

 

Kim KaminKim Kamin
Partner, Gresham Partners LLC
Kim Kamin is a partner at Gresham Partners LLC, an independent wealth management firm currently serving about 130 families nationally as a multifamily office. At Gresham, Ms. Kamin serves as Chief Wealth Strategist, leading Gresham’s development and implementation of estate, wealth transfer, philanthropic, educational, and fiduciary planning activities. Previously she was a partner in the Private Clients, Trusts and Estates Group at a large national law firm where for many years her legal practice involved all aspects of trust and estate planning, administration, and dispute resolution; advising families and their privately held businesses on a wide array of wealth preservation, asset protection and succession planning issues; and serving as counsel for the formation and operation of not-for-profit entities.

Ms. Kamin is an adjunct professor at the Northwestern University Pritzker School of Law where she was awarded the William M. Trumbull Lectureship, and has taught Advanced Trusts and Estates, Income Taxation of Trusts and Estates, and Estate Planning. She is also on faculty for the Certified Private Wealth Advisor® (CPWA®) program through the University of Chicago Booth School of Business Executive Education.

Ms. Kamin is a Regent of the American College of Trust and Estate Counsel (ACTEC), is Past President of the Chicago Estate Planning Council, and serves on the Advisory Board, Leaders Council and as Estate Planning & Legal Issues Domain Chair for the UHNW Institute. She also serves on the Founders' Committee for the University of Chicago Center of Law and Finance.

Ms. Kamin is on the UHNW Families & Family Offices Committee of the Trusts & Estates Magazine Editorial Advisory Board, on the Investments & Wealth Review Editorial Advisory Board, and has authored numerous pieces at http://wealthmanagement.com/author/kimkamin.  She has published on a wide variety of  topics and is also a frequent lecturer in a variety of venues across the country (including, but not limited to, ACTEC, AICPA Engage, ALI-CLE, Family Office Exchange, Great Plains Federal Tax Institute, Heckerling Institute on Estate Planning, Hawaii Tax Institute, Kansas City Estate Planning Symposium, Montana Tax Institute, Notre Dame Tax & Estate Planning Institute, Purposeful Planning Institute, Sacramento Estate Planning Council Technical Forum, Seattle Estate Planning Seminar, South Dakota Trust Association, Southern Federal Tax Institute, Tulane Tax Institute, and UCLA/CEB Estate Planning Institute).

She is co-executive editor and co-author for the Leimberg Library Tools & Techniques book, Estate Planning for Modern Families (4th Ed. 2024), and she has been a contributing author for chapters in books, including Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors (2022).

She serves on advisory boards for multiple local philanthropic organizations: the Chicago Community Trust Professional Advisory Council, the Art Institute of Chicago Gift Planning Advisory Committee, the Northwestern Memorial Foundation Professional Council for Philanthropy, the Goodman Theatre Spotlight Advisory Council, the Chicago Foundation for Women Professional Advisory Council, WTTW/WFMT Planned Giving Advisory Committee, PAWS T&E Professional Advisory Board (Chair), and the Executive Committee for the Lurie Children’s Legacy Partners. She also serves on the Chicago Stanford Association’s Board of Leaders. She is a member of The Economic Club of Chicago, where she has served on several committees.

Kim received her B.A., with distinction and departmental honors in Psychology, from Stanford University and her J.D. from the University of Chicago Law School. She is a 21/64 Certified Advisor and an AEP® (Distinguished) meaning that she was inducted into the NAEPC Estate Planning Hall of Fame®.

Sponsor:

Colony Trust