Insights on Private Clients, Trusts & Estates

Part six of our Family Office University event series will be hosted in person in our Chicago office (with a reception to follow) and will also be available for web viewing on November 13th.

In the realm of estate planning, many people are familiar with the traditional will as a means of distributing assets after death.

Fred Weber will lead a breakout session at the Emerging Philanthropy Conference hosted by the Pittsburgh Planned Giving Council and the Western Pennsylvania chapter of the Association of Fundraising Professionals (AFP) in Pittsburgh, PA, on September 27, 2024.

In the world of high-net-worth individuals and their financial advisors, the sunset of certain provisions of the 2017 Tax Cuts and Jobs Act (TCJA) is a topic of intense discussion.

Attorneys at ArentFox Schiff LLP will present on aspects of the ITC of particular relevance to fiduciaries, including fiduciary duties, identifying the persons who should receive notices and accounts, preparation of notices and accounts, and trust modification.

Identifying the fiduciary who will administer a charitable estate or trust after a death can be a much more critical decision than many clients and donors may realize.

Fred Weber will present at the Colorado Planned Giving Roundtable’s (CPGR) Summer Symposium on August 21, 2024, in Denver, Colorado.

ArentFox Schiff is pleased to announce that 135 attorneys have been recognized by The Best Lawyers in America 2025, with two attorneys highlighted as “Lawyers of the Year” and 70 attorneys listed as “Ones to Watch.”

In the evolving landscape of family offices, the integration of artificial intelligence (AI) presents both opportunities and challenges, particularly in terms of fiduciary responsibility and client services.

ArentFox Schiff is pleased to announce that the firm’s Private Clients, Trusts & Estates Group and 10 partners have been recognized by Chambers High Net Worth 2024 guide, a publication that ranks the top attorneys and law firms for international private wealth.

The integration of artificial intelligence (AI) has revolutionized various industries, offering efficiency, accuracy, and convenience.

Dave Blickenstaff will present at the ACTEC Summer Meeting on June 22.

The next Family Office University event will be hosted in person in our New York offices (with a reception to follow) and will also be available for web viewing on June 18.

In Connelly v. US, 602 US ___ (6/6/2024), the US Supreme Court affirmed a decision of the US Court of Appeals for the Eighth Circuit in favor of the government concerning the estate tax treatment of life insurance proceeds.

Partner Thomas Abendroth gave a webinar presentation on behalf of the Northwestern University Alumni Relations and Development Office on June 13, 2024.

Fredrick Weber will speak at the National Capital Gift Planning Council’s Annual Planned Giving Day Conference at the American University Washington College of Law on June 6, 2024.

Andy Katzenberg will present at the Parkbridge Wealth Management Spring Webinar on May 30, 2024.

Conference Chair, Kevin Matz, will be speaking at two sessions of the NYSSCPA’s Estate Planning Conference on May 23, 2024.

Melisa Seyhun will present online at the American Bar Association on May 21, 2024.

Senator Doug Jones and Gene Magidenko will present at the FBA’s Corporate and Association Counsel Division webinar on May 16, 2024.

Shira Helstrom will present at the Georgetown Law’s 41st Annual Representing and Managing Tax-Exempt Organizations Conference on April 19, 2024.

Nonprofits and associations commonly receive subpoenas. Though it can be stressful to receive one, engaging in appropriate due diligence can help an organization effectively manage its response.

Shira Helstrom will speak at the ABA Business Law Section Spring Meeting on April 5, 2024.

Andy Katzenberg will speak at the Southern Nevada Estate Planning Counsel on March 29.

Angelica Russell-Johnson and Fredrick Weber will present at the Washington, D.C. Estate Planning Council on March 27, 2024.