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DTSTART:20261203T180000Z
DTEND:20261203T193000Z
LOCATION:Doubletree Hilton - CAMPBELL CENTRE
UID:2962020261203T180000ZLetter of Wishes Helpful Guidance from the Grave
DTSTAMP:20261112T143604Z
DESCRIPTION:\nLUNCHEON PROGRAM\n \nJOINT MEETING WITH DALLAS ESTATE PLANNING COUNCIL\n \n(If a member of both councils, only register with 1 council)\n \nTHURSDAY, DECEMBER 3, 2026\n \nDOUBLETREE HILTON - CAMPBELL CENTRE\n \n8250 N. CENTRAL EXPRESSWAY, DALLAS\n \n(Lunch is served Noon-12:20; Program 12:20-1:30 P.M.)\n \nREGISTRATION DEADLINE: NOVEMBER 24 (5:00 P.M.)  \n \nREGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE - NO EXCEPTIONS\n \nWALK-INS ARE NOT GUARANTEED A MEAL\n \nCASH OR CHECK AT THE DOOR\n \n$37 - MEMBER WITH MEAL\n \n$50 - GUEST WITH MEAL\n \n$25 - PROGRAM ONLY/NO MEAL\n \nTHE GENTLE INFLUENCE OF LETTERS OF WISHES\n \n\n \nKIM KAMIN\n \n Sponsored by Carter Wealth Management and SPCA of Texas\n \n\n\n\n \n\n\n\n \n\n\n\n \n\n\n\n \nLetters of wishes have become an essential tool for clients. If done well, they can provide significant guidance for trust fiduciaries for generations to come. But if done poorly, they can cause more confusion and conflict. This program will introduce the topic of Letters of Wishes, explain the fundamentals and some approaches for helping clients draft them, and describe the relevant case law and statutes, and some suggestions for best practices. \n \nKim Kamin is a partner and the Chief Wealth Strategist at Gresham Partners LLC, an independent multi-family office managing over $13 billion for about 125 ultra-high net worth families nationally. Kim 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 Trusts & Estates practice. Kim 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 Past Regent for the American College of Trusts & Estates Counsel (ACTEC), Past President of the Chicago Estate Planning Council (CEPC) and the Estate Planning and Legal Services Domain Chair for the UHNW Institute. Kim is on the UHNW Families & Family Offices Committee of the Trusts & Estates Magazine Editorial Advisory Board and on the Investments & Wealth Review Editorial Advisory Board. She has published on a wide variety of topics and is also a frequent lecturer in a variety of prestigious venues across the country. 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 she has been inducted into the NAEPC Estate Planning Hall of Fame.\n \nContinuing ed credit is pending for attorneys, accountants and financial planners for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.   \n \n\n\n\n \nPlease register online with a credit card payment on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER.  If you need a receipt, print out the confirmation page (receipt will not be sent to a 3rd party).  \n \nWe would like to thank the following Sponsors for their support for 2026-2027: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips Murray Zopolsky, Lindquist Eisenberg LLP, NDBT, Regions Bank, Texas Bank & Trust, The Catholic Foundation, Value, Inc, American National Bank & Trust, Texas Health Resources Foundation, Prosperity Bank, Heritage Auctions, Wealth Advisors Trust Company, Happy Trust Company\n \nIMPORTANT: Sign in Sheets will not be available at the meeting. The continuing ed links are provided with receipt - save the links for the day of the meeting \n \nPAYMENT IS REQUIRED AT TIME OF REGISTRATION\n \n$37 - Member (Meal/Program)\n \n$50 - Guest (Meal/Program)\n \n$25 - Member (NO MEAL/Program Only)\n \nTO PAY VIA CREDIT CARD:  follow these instructions:\n \nScroll down to “Register Now”\n \nCLICK on “REGISTER NOW” \n \nComplete the contact information\n Payment Method: click “Credit Card or PayPal” REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT Click “Pay Now” “Pay with Debit or Credit Card” “PayPal Guest Checkout”  “Pay Now” PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS \nNOTE: If a company computer blocks the payment link, please try using a personal computer\n \nIMPORTANT: PLEASE READ BELOW!\n \nTHE CONTINUING EDUCATION SUBMISSION LINKS  ARE DISPLAYED IMMEDIATELY WITH THE REGISTRATION CONFIRMATION. SUBMIT ATTENDANCE AFTER THE MEETING WITH THE LINKS. SAVE THE LINKS IN A FILE FOR EASY ACCESS. ASSISTANTS/ADMINISTRATORS WHO REGISTER FOR SOMEONE - PLEASE FORWARD THE CE LINKS TO THE REGISTRANT.\n \nPLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING\n
SUMMARY:Letter of Wishes Helpful Guidance from the Grave - Estate Planning Council of North Texas 
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