Grantors, Trustees, and Beneficiaries: A New Look at Roles and Responsibilities

Lee Hausner, Ph. D., First Foundation Advisors

Dr. Hausner, an internationally recognized clinical psychologist and business consultant, provides family consulting services. These services include assisting families in learning effective communication and conflict resolution skills, facilitating family retreats, resolving generational issues and increasing each family member's one to one personal effectiveness. Her facilitation skills and tools provide families the opportunity to support and successfully create long term financial and personal goals.

Wally Head, Gresham Partners, LLC

Wally leads Gresham’s strategic initiatives to grow the business and raise the firm’s national visibility, and he serves as a senior advisor to families and their related entities. Wally draws on over 30 years of experience serving as a senior executive in trust, investment, wealth management and family office advisory firms, and as a personal fiduciary advisor to wealthy individuals and families. As the founder of Personal Fiduciary Advisors, LLC (“PFA”), now a subsidiary of Gresham, Wally provided unconflicted consulting services to banks, family offices, RIAs and wealthy families.

Kim Kamin, Schiff Hardin LLP

Kim Kamin is a partner in the Private Clients, Trusts and Estates Group at Schiff Hardin LLP. Her legal practice involves virtually all aspects of trust and estate planning, administration and dispute resolution. She advises individuals, families and closely held businesses on a wide array of wealth preservation, asset protection and succession planning issues. She also represents both individual and corporate fiduciaries, custodians, and beneficiaries in estate administration and contested trust and estate matters. In addition, she serves as counsel for not-for-profit entities, including both private foundations and public charities.

Paul S. Lee, Bernstein Global Wealth Management

Paul S. Lee is a National Managing Director of Bernstein Global Wealth Management, a position he assumed in 2006; he is also a member of the firm’s Wealth Management Group, which he rejoined in 2008. Previously, he had been a managing director in the London and New York offices. Prior to joining the firm in 2000 as a Wealth Management Group director, he was a partner in the Atlanta-based law firm of Smith, Gambrell & Russell, LLP. Lee received a BA, cum laude, in English and a BA in chemistry from Cornell University, and a JD, with honors, from Emory University School of Law, where he was notes and comments editor of the Emory Law Journal; he also received an LLM in taxation from Emory University. 

William I. Sanderson, McGuireWoods LLP

Mr. Sanderson is part of McGuireWoods LLP’s Fiduciary Advisory Services and Private Wealth Services groups. He represents both high-net worth individuals and families on a variety of sensitive and complex estate and business planning matters. His practice focuses on the areas of estate planning and estate and trust administration. 

Liz Wittenberg, AIG

Liz Wittenberg is a Regional Underwriting Manager for the Professional Liability Division at AIG.  She is responsible for managing a team in the Midwest that underwrites miscellaneous professional liability, network security & privacy, technology, and media risks.  She has been with AIG since September 2004 and has over 8 years of underwriting experience.  Liz has presented to various brokers and insureds on professional liability, cyber & privacy liability, and intellectual property issues.  She is a graduate of the University of Dayton with a Bachelor of Science in Business focusing on market research.