Insights on Private Clients, Trusts & Estates

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.

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

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

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.

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.

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.

After a rollercoaster of activity related to the federal Corporate Transparency Act (CTA), the US Treasury Department (Treasury) announced on March 2 that it will not enforce any penalties or fines associated with beneficial ownership information reporting for US reporting companies.

Allison Pfeifle, Fredrick Weber, and Joe Blumberg of ArentFox Schiff will speak at the IICLE Estate Planning Short Course in Champaign, May 5-6, 2025, and in Chicago, May 19-20, 2025.

Fredrick Weber will present at the 32nd Annual NCPG Conference in San Francisco, CA, on April 22, 2025.

ArentFox Schiff is pleased to announce that Molly F. James has joined the firm’s Private Clients, Trusts & Estates practice in Washington, DC, as a partner. With more than 30 years of experience guiding families through every facet of estate planning and administration, Molly will develop strategies for clients navigating a range of personal and financial situations.

Across all industries, family offices and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the dynamic environment that is 2025. Here are six issues that family offices should consider and be mindful of this year.

Jessica J. Birnbaum of ArentFox Schiff will speak at the annual Women’s History Month Summit hosted by the Chicago Bar Association (CBA).

Across all industries, private companies, family offices, and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the dynamic environment that is 2025. Here are 11 issues that family offices and the owners and leaders of privately held companies should consider and be mindful of this year.

ArentFox Schiff is pleased to announce the addition of Partner Todd Angkatavanich to its Private Clients, Trusts & Estates practice in the firm’s New York office. Todd brings more than three decades of experience advising clients on advanced wealth and succession transition planning.

Andrew S. Katzenberg will present in an upcoming Strafford live video webinar on February 27, 2025. The webinar is hosted by Strafford.

Tom Abendroth, Christine Quigley and Kevin Matz will present a panel discussion on February 6, 2025. The webinar is sponsored by  WealthManagement.com.

Tom Abendroth will present during two sessions at the 2025 Heckerling Institute.

The term “resident” is defined differently for US federal income tax purposes and US federal estate and gift tax purposes. The mismatch in the US resident status under the two tax regimes often gives rise to problems. Thus, careful planning is needed to avoid unintended tax consequences.

Fred Weber will present at the PGGNE December meeting in Waltham, MA, on December 12, 2024.

Through the years, the US Tax Court has provided significant clarification on the gift tax consequences of terminating qualified terminable interest property (QTIP) trusts. Two new cases in 2024, Estate of Sally J. Anenberg v. Commissioner and McDougall v. Commissioner, have helped to confirm our understanding of these often complex transactions.

Part Six of our Family Office University event series will be hosted in person in our Chicago offices (with a reception to follow) and will also be available for web viewing. Speakers include Chris Roman, Lynn Watkins, Jon Jurva, Dave Blickenstaff, Adam Diederich, and Kirstie Brenson.

ArentFox Schiff has been nationally recognized with 35 top rankings in the 2025 edition of Best Law Firms®, which honors firms for professional excellence based on consistently positive ratings from clients and peers.

Fred Weber will present at the National Association of Charitable Gift Planners Annual Conference in Orlando, FL, on October 30, 2024.

Counsel Fred Weber will present at the Illinois Institute for Continuing Legal Education’s (IICLE) Elder Law Short Course in Chicago, IL, on October 28, 2024.

Artificial intelligence (AI) has made waves across various industries, and wealth management is no exception. AI’s ability to analyze vast amounts of data and generate insightful reports has the potential to significantly enhance the efficiency and effectiveness of wealth management firms.