Insights on Private Clients, Trusts & Estates

“Portability,” the concept of being able to leave one’s unused applicable exclusion amount to his or her surviving spouse, has increased the options in planning to enable married couples to reduce estate taxes.

Family offices routinely create, manage, and invest in multiple entities, including corporations, limited liability companies, and partnerships. For entities formed or operating in the United States, there has never been a comprehensive national requirement to disclose ultimate beneficial ownership.

Fredrick Weber will present at the Planned Giving Roundtable of Southeast Michigan on June 7, 2023.

Tom Abendroth will present at the American Bankers Association on June 1, 2023.

Andrew Katzenberg will speak at the Shenkman Spring Webinar Series on May 25, 2023.

Tom Abendroth will present on May 23, 2023 at the Illinois CPA Society’s 2023 Estate, Gift & Trust Conference.

Fredrick Weber and Jessica Birnbaum will present at the Illinois Institute for Continuing Legal Education (IICLE) – 66th Annual Estate Planning Short Course on May 22 and 23, 2023.

Shira Helstrom will present on “Tax Updates and Planning Strategies” on May 18, 2023.

Kevin Matz, Partner at ArentFox Schiff and Chairman of the NYSSCPA’s Annual Estate Planning Conference, will present on May 18, 2023.

Fredrick Weber will speak at the Los Angeles Council of Charitable Gift Planners – Western Regional Planned Giving Conference on May 17, 2023.

Partner Kevin Matz will be honored by UJA-Federation of New York at its Annual Trusts and Estates Event on June 8, 2023, for his professional and philanthropic dedication and leadership in the New York trusts and estates community.

Tracy McLaughlin will present at the 35th Annual RPTE National CLE Conference on May 12, 2023.

Andy Katzenberg will present at the 35th Annual RPTE National CLE Conference on May 11, 2023.

Dave Blickenstaff will discuss fiduciary litigation on May 11, 2023 at 1:00 PM EST as part of the ABA’s webinar series.

Fred Weber will present at the Waukesha County Community Foundation on May 4, 2023.

Sarah Severson will present at the Chicago Family Office Forum on May 3, 2023.

ArentFox Schiff Private Clients, Trust & Estates Group hosted part one of our Family Office University Event Series on May 3, 2023.

Private Company Strategies

In the latest installment of Private Company Strategies, William D’Angelo and Adam Diederich are joined by Kevin Matz, Private Clients, Trusts & Estates Partner at ArentFox Schiff, to discuss the hottest topics in estate planning for owners of private companies.

Tom Abendroth will present on the “The ABCs of Funding Education — for this Generation and the Generations to Come,” on April 6, 2023.

Dave Blickenstaff will present on “Using Silent Trusts” at this April 4, 2023 conference and webcast.

Chris Floss will speak at the Financial Executive Circle on March 30, 2023.

Private Company Strategies

Tom Abendroth will present Avoiding Traps in Administering GST Trusts (If You Don’t Know Now, You’ll Know)” on May 5, 2023.

Tom Abendroth will present on “Creating and Managing Discretional Distribution Standards” on March 2, 2023.