Insights on Private Clients, Trusts & Estates

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.

ArentFox Schiff is pleased to announce the addition of Partner Andrew S. Katzenberg to the firm’s Private Clients, Trusts & Estates practice. Based in both the New York and Washington, DC, offices, Andy brings extensive experience counseling high-net-worth individuals and families on estate and tax

The US Department of the Treasury and the Internal Revenue Service issued its most recent Priority Guidance Plan Joint Statement (the Plan) on November 4, 2022. The Plan details more than 200 priorities for the 12-month period beginning July 1, 2022, and ending June 30, 2023 (the plan year). 

ArentFox Schiff is pleased to announce that Private Clients, Trusts & Estates Practice Group Leader Thomas Abendroth has been inducted into the National Association of Estate Planners & Councils’ (NAEPC) Estate Planning Hall of Fame.

ArentFox Schiff has been recognized with 53 top rankings in the 2023 edition of US News – Best Lawyers® “Best Law Firms.”

The Internal Revenue Service recently issued Notice 2022-53, which provides much needed transition relief in the form of an IRS waiver of the 50% excise tax that could otherwise be imposed upon certain beneficiaries of qualified retirement plans or individual retirement accounts.

Kevin Matz will present at the ACTEC 2022 Fall Meeting on November 4 and 6.

Christine Quigley will speak at the Hawaii Tax Institute’s 59th Annual Conference, November 7, 2022.

Kevin Matz will speak at the 48th Annual Notre Dame® Tax & Estate Institute on November 9, 2022.

Tom Abendroth will present the final session in the 2022 series on the changing nature of estate plans on November 3, 2022.