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  1. Services
  2. Private Clients, Trusts & Estates

Insights on Private Clients, Trusts & Estates

309 total results. Page 4 of 13.

Alerts
Latest on the CTA: FinCEN Extends Reporting Deadline for 2024
December 1, 2023
Evgeny Magidenko

On November 29, the US Treasury Department’s Financial Crimes Enforcement Network (FinCEN) issued a final rule extending the Corporate Transparency Act (CTA) deadline to file initial beneficial ownership information (BOI) reports for entities created or registered in 2024.

Events
Digital Assets – Risks and Challenges in Modern Estate Planning
November 30, 2023
Fredrick B. Weber

Fred Weber will participate in a panel presentation on estate planning and administration for digital assets at the STEP Bermuda Conference 2023 on November 30, 2023.

Alerts
2024 Estate Planning Outlook: Transfer Tax Changes are on the Horizon
November 20, 2023
William R. Franzen

The Tax Cuts and Jobs Act of 2017 (TCJA) significantly increased the lifetime estate and gift tax exemption from $5.6 million to $11.18 million for individuals, with adjustments for inflation starting in 2018.

Events
Charitable & Philanthropic Planning with Tangible Personal Property and Collections
November 8, 2023
Fredrick B. Weber

Fredrick Weber will speak at a special Heritage Auctions event on November 8, 2023, from 6 - 7:30PM, at the Heritage Auctions Studio and Gallery in Chicago.

Events
60th Annual Hawaii Tax Institute Conference
November 7, 2023
Adam Diederich, Brian K. Janowsky, Andrew S. Katzenberg

ArentFox Schiff is proud to be a sponsor of the 60th Annual Hawaii Tax Institute Conference, where partners Adam Diederich, Brian Janowsky and Andrew Katzenberg will speak.

Press Release
ArentFox Schiff Earns 62 Top “Best Law Firms” Rankings
November 2, 2023

ArentFox Schiff has been awarded 62 top rankings in the 2024 edition of Best Law Firms® which recognizes firms for professional excellence based on consistently positive ratings from clients and peers.

Alerts
The Corporate Transparency Act Is Coming Soon: Are You Prepared?
October 24, 2023
Adam Diederich, Evgeny Magidenko, Kevin Matz

As we highlighted in the Family Office Newsletter’s pages in June, the Corporate Transparency Act (CTA) is slated to go into effect on January 1, 2024.

Events
Recent Developments in Estate Planning and Trust Administration
October 19, 2023
Thomas W. Abendroth

Tom Abendroth will speak at the 45th Annual Duke University Estate Planning Conference on October 19, 2023.

Events
Prioritizing Well-Being while Managing a Practice - Tips from Law Firm Partners
October 19, 2023
Christine R.W. Quigley

Christine Quigley will speak at an ABA webinar co-hosted by the Special Committee On Career and Wellness of the ABA Section of Real Property, Trust and Estate Law & Section of Taxation webinar on October 19, 2023.

Events
Family Office 101, Part 3
October 18, 2023
Adam Diederich, Evgeny Magidenko, Kevin Matz

ArentFox Schiff hosted the third session of our AFS Family Office University, an ongoing series of in-person and virtual events hosted by our Private Clients, Trusts & Estates Practice Group.

Alerts
Proposed Bipartisan Legislation on Opportunity Zones and Qualified Opportunity Funds Would Extend the Investment and Gain Deferral Period By Two Years and Permit Investment in a Fund of Funds
October 18, 2023
Kevin Matz

On September 27, 2023, H.R. 5761, the “Opportunity Zones Transparency, Extension and Improvement Act” was introduced as bipartisan legislation in the US House of Representatives.

Events
Recent IRS Challenges to Grantor Retained Annuity Trusts (GRATs)
October 18, 2023
Kevin Matz

Kevin Matz will present at the Estate Planning Council of Northern New Jersey on October 18, 2023.

Events
These are a Few of My Favorite Things: Managing and Planning for Collections During Life and at Death
October 18, 2023
Fredrick B. Weber

Fredrick Weber will speak at the monthly CLE luncheon hosted by the Chicago Estate Planning Council on October 18, 2023.

Events
AI in Estate Planning: Ethical and Practical Considerations
October 12, 2023
Sarah Kerr Severson

Sarah Kerr Severson and Angelica Russell-Johnson will speak at the Beverly Hills Bar Association, Trusts and Estates Section on October 12, 2023.

Events
“Estate Planning for the Family Business Owner 2023”
October 6, 2023
Kevin Matz

Kevin Matz will speak at the American Law Institute Continuing Legal Education’s virtual conference on October 6, 2023.

Alerts
Estate Administration – The Not-So-Hidden Exception to Self-Dealing Prohibitions
September 21, 2023
Tracy L. McLaughlin

Private foundations are a favored vehicle for many charitably inclined clients — particularly those who seek to take a hands-on approach to their charitable mission while establishing a lasting legacy for their families.

Alerts
Self-Directed IRAs and the Prohibited Transaction Rules
September 21, 2023
Thomas W. Abendroth

Part 2: Self-Dealing Rules and their Impact on IRA Investments

Events
Entity Disclosure and You: The Purpose, Scope and Effect of the Corporate Transparency Act
September 20, 2023
Christopher M. Floss

Christopher Floss will present at the Greater North Shore Estate & Financial Planning Council on September 20, 2023.

Events
Planning for When the Circle of Life Begins to Close
September 20, 2023
Thomas W. Abendroth

Tom Abendroth will present at the 28th Annual Professional Advisors Breakfast Seminar on September 20, 2023.

Events
Estate Planning for the Family-Owned Business
September 7, 2023
Thomas W. Abendroth

Tom Abendroth will present at the American Bankers Association on September 7, 2023.

Events
Planning for Succession and How to Manage Generational Transfer
August 23, 2023
Amal U. Dave, Kristen Hosack Pace

ArentFox Schiff Partners Amal Dave, Kristen Hosack Pace, and Ankit Shrivastava collaborate with UBS Private Wealth Management to present a panel on succession and generational transfer at AAHOA Washington, DC Regional Conference & Trade Show.

Press Release
ArentFox Schiff Attorneys Recognized by Best Lawyers, Ones to Watch, and Lawyers of the Year for 2024
August 17, 2023

ArentFox Schiff is pleased to announce that 130 attorneys have been recognized by The Best Lawyers in America 2024, with an additional four attorneys highlighted as “Lawyers of the Year” and 69 attorneys listed as “Ones to Watch.”

AI Law Blog
The Reality of Artificial Intelligence in the Family Office Realm
August 15, 2023
Sarah Kerr Severson

Across industries, professionals are talking about the opportunity and utility of artificial intelligence (AI). In the estate planning and family office realms, two fields that require a distinctly human touch, advisors wonder how can artificial intelligence be leveraged, if at all?

Alerts
Self-Directed IRAs and the Prohibited Transaction Rules – Part 1
August 14, 2023
Thomas W. Abendroth

Part 1: Permitted Investments and Compliance

Alerts
Recent IRS Challenges to Grantor Retained Annuity Trusts (GRATs)
August 1, 2023
Kevin Matz

There are two separate significant IRS challenges to grantor retained annuity trusts (GRATs) in the context of ongoing merger negotiations that have garnered considerable attention going back to 2019.

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