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  1. Services
  2. Private Clients, Trusts & Estates

Insights on Private Clients, Trusts & Estates

319 total results. Page 1 of 13.

Events
NYSSCPA 2025 Private Wealth Conference
December 11, 2025
Kevin Matz, Todd Angkatavanich, Tracy L. McLaughlin

ArentFox Schiff is hosting and sponsoring the 2025 NYSSCPA Private Wealth Conference on December 11th in New York. Speakers include AFS Partners Kevin Matz, Todd Angkatavanich, and Tracy McLaughlin.

Events
NYSSCPA Tax and Financial Planning for Individuals Conference
November 6, 2025
Tracy L. McLaughlin

ArentFox Schiff Partner Tracy McLaughlin, Private Clients, Trusts & Estates, will present on charitable trusts for estate and income tax savings at the NYSSCPA Tax and Financial Planning for Individuals Conference in New York on November 6, 2025.

Events
Notre Dame Tax & Estate Planning Institute
November 5, 2025
Todd Angkatavanich, David C. Blickenstaff, Kevin Matz

ArentFox Schiff Partners Todd Angkatavanich, Dave Blickenstaff, and Kevin Matz will present at the 51st Annual Notre Dame Tax & Estate Planning Institute.

Events
When The Dust Settles
November 4, 2025
Brian K. Janowsky

AFS Partner Brian Janowsky will speak at the 61st Annual Hawaii Tax Institute Conference on November 4, 2025.

Events
Planning to Meet One’s Maker: Religion Meets Estate Planning
October 30, 2025
Lauren J. Wolven

AFS Partner Lauren Wolven will speak at the Annual Seattle Estate Planning Seminar on October 30th in Seattle, Washington.

Events
Halloween Double Feature: “Don’t Let Your Privilege Turn Into a Pumpkin” and “Tricks and Treats of the OBBBA”
October 29, 2025
David C. Blickenstaff, Adam Diederich, Kevin Matz, Kirstie Brenson

AFS will host a two-part hybrid program (with a reception to follow) in our Chicago office, addressing timely topics for family offices, private clients, and their advisors. Speakers include AFS Partners David Blickenstaff, Adam Diederich, and Kevin Matz, and Associate Kirstie Brenson.

Press Release
Susan T. Bart Inducted Into the NAEPC Estate Planning Hall of Fame
October 23, 2025

ArentFox Schiff is proud to announce that Partner Susan T. Bart was recognized by The National Association of Estate Planners & Councils (NAEPC) as an inductee into the Estate Planning Hall of Fame® and as a recipient of the Accredited Estate Planner® (Distinguished) designation for 2025.

Events
Drawing the Line – Identifying the Client and Untangling Ethical Knots in Estate Planning
October 22, 2025
Lauren J. Wolven

AFS Partner Lauren Wolven will speak at the ACTEC 2025 Fall Meeting in Austin, Texas on October 22nd.

Events
Hot Topics in International Estate Planning
October 6, 2025
Xiang Qu

AFS associate Xiang Qu presented at the New York City Bar Association on October 6.

Press Release
ArentFox Schiff Welcomes Partner Lauren Wolven to its Growing Private Clients, Trusts & Estates Group in Chicago
September 24, 2025

ArentFox Schiff is pleased to announce the addition of partner Lauren Wolven to its growing Private Clients, Trusts & Estates practice in the firm’s Chicago office. Lauren brings over two and a half decades of experience in estate, tax, and succession planning. Her clients include high-net-worth individuals, corporate fiduciaries, and middle market business owners.

Alerts
Trust Modification Options
September 11, 2025
Susan T. Bart

Over time, trusts have become much more complicated. They may own a wide variety of assets, including residences, real estate, interests in family business, and interests in increasingly complex financial instruments.

Events
Qualified Opportunity Zone (QOZ) Planning Strategies Post OBBBA
September 4, 2025
Kevin Matz

ACTEC Trust & Estate Talk Podcast, “Estate Planning Under the One Big Beautiful Bill Act (OBBBA) Part 2: Qualified Opportunity Zone (QOZ) Planning Strategies Post OBBBA”

Press Release
Nearly 200 Attorneys Recognized by 2026 The Best Lawyers in America, ‘Ones to Watch’
August 21, 2025

ArentFox Schiff is pleased to announce that 132 attorneys have been recognized by The Best Lawyers in America 2026, with two attorneys highlighted as “Lawyers of the Year” and 66 attorneys listed as “Ones to Watch.”

Events
Post-Death Estate Litigation: Navigating Legal and Other Challenges for Charities
August 19, 2025
Fredrick B. Weber

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association in a webinar for the National Association of Charitable Gift Planners on August 19th.

Alerts
QOZ Planning Under the OBBBA
August 8, 2025
Kevin Matz

On July 4, President Trump signed into law the “One Big Beautiful Bill Act (OBBBA),” more formally known as “H.R.1 – An Act to provide for reconciliation pursuant to title II of H. Con. Res. 14.”

Events
An Estate Planner’s Guide to the One Big Beautiful Bill Act
August 1, 2025
Kevin Matz

Partner Kevin Matz will present on the recent federal tax law changes at an upcoming ACTEC ALI-CLE webinar.

Events
Family Office 101, Part 7
July 31, 2025
Michael K. Moyers, Christopher J. Roman, Xiang Qu

Part seven of our Family Office University event series was hosted in person in Los Angeles on July 31st, with web viewing available.

Press Release
Chambers High Net Worth Ranks AFS Private Clients, Trusts & Estates Group and Attorneys
July 24, 2025

ArentFox Schiff is pleased to announce that the firm’s Private Clients, Trusts & Estates group and 11 partners have been recognized by the Chambers High Net Worth (HNW) 2025 guide, which ranks the top attorneys and law firms for excellence in private wealth law.

Events
NYU Advanced Trusts & Estates Conference
July 18, 2025
Andrew S. Katzenberg

Andrew Katzenberg will present at the NYU Advanced Trusts & Estates Conference on July 18, 2025.

Events
NCGPC Planned Giving Day 2025
June 17, 2025
Fredrick B. Weber

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the National Capital Gift Planning Council - Planned Giving Day 2025 on June 17 in Washington, DC.

Events
New York City Bar Association Tax Conference 2025
June 12, 2025
Kevin Matz

Kevin Matz will present in two separate sessions at the New York City Bar Association’s Inaugural Tax Conference on June 12, 2025.

Events
Mid-Year Developments in Estate Planning
June 10, 2025
Todd Angkatavanich, Kevin Matz, Allison K. Pfeifle

Todd Angkatavanich, Kevin Matz, and Allison Pfeifle will present in an upcoming WealthManagement.com webinar on June 10, 2025.

Events
Estate Planning and Carried Interest: Estate Tax Reduction Strategies for Private Equity and Hedge Fund Sponsors
June 5, 2025
Kevin Matz

Kevin Matz and his fellow panelists will discuss the estate planning opportunities presented by carried interest on June 5, 2025. The webinar is hosted by Strafford.

Events
CCPG 2025 Annual Symposium: Securing Good for All | A Legacy of Philanthropy
May 21, 2025
Fredrick B. Weber

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the CCPG 2025 Annual Symposium in Chicago on May 21, 2025.

Events
31st Arizona Charitable Gift Planners Annual Conference
May 16, 2025
Fredrick B. Weber

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the conference in Phoenix, AZ on May 16, 2025. The conference is hosted by Arizona Charitable Gift Planners.

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