Understanding Donor-Advised Funds and Private Foundations
Key Takeaways Donor-advised funds and private foundations are widely used for charitable giving. Each giving vehicle...
The Commerce Trust Team
Meet the people spearheading the more personalized approach to building wealth.
Kim Kass
Vice President, Estate Settlement Advisor
Kim is an estate settlement advisor with Commerce Trust. She supports the private client advisors in any decedent matter that results in Commerce being appointed as personal representative or successor corporate trustee. Kim gathers assets, addresses all estate settlement items, and coordinates termination of the trust and/or estate.
Before joining Commerce in 2019, Kim spent 21 years (1998-2019) in private practice, specializing in estate planning, probate, and family law. She holds a Bachelor of Arts in political science from the University of Missouri at Kansas City and a Juris Doctorate from Washington University School of Law.
Kim is actively involved in her community, serving on the board of directors for the KC Downtown Kiwanis Club and the UMKC Women’s Council.
Start a conversation with Kim
Featured Content
Annual Giving: Using the Gift Tax Exclusion and Charitable Deductions to Optimize Tax Outcomes
Key Takeaways If structured properly, giving to family and charitable organizations during your lifetime may serve as...
Funding a Child’s Tuition and Education Expenses
Key Takeaways High-net-worth families have access to a range of strategies to fund a child’s or grandchild’s education,...
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