Insights on Private Clients, Trusts & Estates

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.

Stephen Liss and Kevin Matz will present the “Highlights of Heckerling” at 4 PM on March 14, 2023 at 1301 Avenue of the Americas, New York, NY.

For years taxpayers who commuted to New York for work while owning a rarely used New York vacation home or pied-a-terre have been surprised to find themselves taxed as New York State and/or City residents.

Allison Pfeifle will present on the Illinois Trust Code on February 8, 2023 from 8:30 AM to 12:30 PM CT.

Tom Abendroth will present at the American Bankers Association webinar on February 2, 2023.

Kevin Matz will present at the Estate Planning for Private Equity and Hedge Fund Managers Tech Session Webinar, on February 2, 2023.

Brian Janowsky and Harmon Brown will present “Tie It Up Neat with a Bow: Estate and Succession Planning for the Family Business,” on February 1, 2023.

Luke Harriman will present on the fundamentals of estate and gift taxes on February 1, 2023 from 8:30 AM to 12:30 PM CT.

Tom Abendroth, Stephen Liss, and Kevin Matz will present the “Highlights of Heckerling” for the Trusts & Estates webinar on February 1, 2023.

Maggie Lopez will present at the Boston Bar Association Trusts & Estates Mid-Year Review on January 18, 2023.

ACTEC Trust & Estate Talk Podcast
Partner Kevin Matz discusses issues critical to the formation of LLCs and limited partnerships.

ArentFox Schiff is pleased to announce that eight attorneys have been named to Washingtonian magazine’s 2022 Top Lawyers, which features the “top legal talent” in Washington, DC.

ArentFox Schiff is pleased to announce the election of 13 new partners, effective January 1, 2023.

Kevin Matz, Stephen Liss, and Tracy McLaughlin will speak at the NYSSCPA 2022 Annual Private Wealth Conference on Dec. 7, 2022.

ACTEC Fellow Christine Quigley will present at the ACTEC ALI CLE on Dec. 6, 2022.

ArentFox Schiff Partner Dave Blickenstaff to Speak at CEPC Meeting on December 15, 2022.

ArentFox Schiff represented BMG, the Berlin-based international music publishing company and record label, in its acquisition of rights to the critically acclaimed songbook of Grammy Award-winning singer-songwriter, Harry Nilsson.