Family By Choice - Adoption and its surprise Impact on Estate Plans - Wednesday MAC downtown
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Title: Family By Choice – Adoption and its Surprising Impact on Estate Plans
Date: April 24, 2024
Speakers: Sarah Moore Johnson / Kim Kamin
Duration: 60 minutes
About the presentation: Clients take a variety of paths to parenthood, one of which is adoption. Societal views about and legal approaches to adoption have changed significantly in the past decades. Estate planning advisors need to understand the history of inheritance for children who have been adopted, best practices for drafting for adoption now, and how to approach older instruments that may be exclusionary for certain family members who have been adopted.
To register for this session, go to www.epcstlouis.org and click the link for the session. CPAs - In order to be awarded the full credits, you must be responding to all three polling questions asked during the program.
The sponsor assures that the program content and program level is appropriate for the intended participants.
CE Details
Field of Study: Specialized Knowledge
Who Should Attend: Presentation is aimed at lawyers, accountants, trust officers and any other estate planning professionals who work with client families.
Program Level: Basic/Intermediate
Delivery Method: Group Live/Group Internet Based
Refunds and Cancellations: All attendees are required to register in advance. If you reserve and are unable to attend, please cancel your reservation at least 3 working days in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.
Learning Objectives:
- Understand the history of how adoption impacts inheritance.
- Understand the modern legal trends for the inheritance aspects of adoption and the variety among states.
- Understand recent cases pertaining to issues with adoption.
- Consider best practices for drafting for adoption in estate planning instruments.
The sponsor assures that the program content and program level is appropriate for the intended participants.
Estate Planning Council of St. Louis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
National Registry of CPE Sponsors Number 109467
Speaker Bios:
Kim Kamin is a partner and the Chief Wealth Strategist at Gresham Partners LLC, an independent multi-family office managing approximately $8.5 billion for about 120 UHNW families nationally. Ms. Kamin leads Gresham’s development and implementation of estate, wealth transfer, philanthropic, educational and fiduciary planning activities. Previously she was a partner in the Private Clients group at a large national law firm known for the quality of its T&E practice.
Ms. Kamin is also an adjunct professor at Northwestern University Law School and on faculty for the University of Chicago Booth School of Business Executive Education. She is a Regent for the American College of Trusts & Estates Counsel, Past President of the Chicago Estate Planning Council (CEPC) and the Estate Planning Domain Chair for the UHNW Institute. Additionally, she serves on advisory boards for multiple local charities.
Ms. Kamin serves on the Editorial Advisory Board of Trusts & Estates Magazine, has published on a wide variety of topics, and is also a frequent lecturer in a variety of venues across the country. She is the co-executive editor and co-author for the Leimberg Library Tools & Techniques book, Estate Planning for Modern Families (4th edition forthcoming in 2024). She received her B.A. from Stanford University and her J.D. from the University of Chicago Law School, is a 21/64 Certified Advisor, and is an AEP® (Distinguished).
Sarah Moore Johnson is a founding partner of Birchstone Moore LLC, a boutique law firm focusing on estate planning and estate administration for ultra-high net worth clients in DC, Maryland and Virginia. Ms. Johnson is a leader in the Washington, DC estate planning community, having chaired the Estate Planning Committee of the DC Bar Taxation Section, served on the Steering Committee of the DC Bar Estates, Trust and Probate Law Section, and as a Past President of the Washington, D.C. Estate Planning Council. She is also an active Fellow of the American College of Trust and Estate Counsel (ACTEC) and has been ranked as a top wealth planning attorney by Chambers and Partners, Best Lawyers, and the Washingtonian magazine.
Ms. Johnson is a frequent and award-winning speaker on tax and estate planning topics, from the Heckerling Institute on Estate Planning and national meetings of ACTEC and the ABA Taxation and RPTE Sections, to local estate planning councils and regional symposiums across the country. She was recognized by the American Bar Association Taxation Section as a Nolan Fellow in 2008 for her leadership as a young lawyer. Ms. Johnson is a graduate of Wake Forest University and the University of Georgia School of Law. She serves on the Board of Trustees of the Greater Washington Community Foundation.
EPCSTL has requested approval for continuing education in the following areas: Banking, CLE, CPE, CFP
