Letters of Wishes: Helpful Guidance from the Grave

On May 27, 2026, Kim Kamin, Chief Wealth Strategist at Gresham Partners LLC, co-presented with Cynthia D.M. Brown on "Letters of Wishes: Helpful Guidance from the Grave." Letters of wishes have become an essential tool for clients. If done well, they can provide significant guidance for trust fiduciaries for generations to come. If done poorly, however, they can cause more confusion and conflict. The program introduced the topic of Letters of Wishes, explained the fundamentals and some approaches for helping clients draft them, and described the relevant case law and statutes.

If you would like additional information, please contact Kim Kamin at [email protected], or 312-960-0200.