The fourth edition of The Tools and Techniques of Estate Planning for Modern Families has been released, providing updated guidance on the legal and tax issues specific to today’s family structures. Co-authored by Stephan R. Leimberg (CEO of Leimberg and LeClair, Inc.), Kim Kamin (Principal & Chief Wealth Strategist at Gresham Partners LLC and Chair, Estate Planning & Legal Issues Domain, The UHNW Institute) and Wendy S. Goffe (Estate Planning Attorney at Ogden Murphy Wallace), the book moves past traditional models to address blended, nontraditional and multigenerational households.

The text offers a practical examination of how estate planning applies to modern configurations, including tax considerations, relationship formalization and lifetime planning options.

The discussion focuses on several specific areas:

• Premarital and post-nuptial agreements for modern families
• Planning for cohabitation and relationship formalization
• Legal and tax frameworks for blended and LGBTQIA+ families
• Managing mental incapacity within a family unit
• Strategies for family trusts and diverse family configurations

To access this resource in the Resource Library, click here. The Fourth Edition of The Tools and Techniques of Estate Planning for Modern Families is available for purchase here.

***** In a related legal focus, the 46th Annual Large Estates program hosted by Trusts & Estates Magazine and the UHNW Institute is scheduled for summer 2026. This virtual, one-day program is designed for legal counsel and family office advisors, featuring six hours of programming from ACTEC Fellows and offers CLE credits. Topics will include spousal lifetime access trusts, charitable giving,  business succession and others.