For more than four decades, the Annual Planning for Large Estates Program has set the standard for advanced estate and wealth transfer education. Now in its 46th year, the program continues its legacy of providing sophisticated guidance to attorneys, trust officers, accountants, family office executives and other advisors managing ultra-high-net-worth clients and multigenerational families.
This summer, The UHNW Institute is collaborating as an educational partner along with Gresham Partners LLC, and Gordon, Fournaris & Mammarella, P.A. with host Trusts & Estates magazine to present the 2026 program. The series expands to a three-part virtual format, allowing professionals to engage more deeply with today’s most pressing wealth planning issues.
The 2026 program will be co-chaired by Kim Kamin and Michael Gordon, who are leading the event for the third consecutive year. A distinguished faculty of nationally recognized ACTEC Fellows will deliver concrete frameworks and practical strategies across six focused sessions.
To learn more about the program history and educational partners, read the full press release here.
Registration information and additional program details will be announced soon.
