Insights on Private Clients, Trusts & Estates

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.

ArentFox Schiff is pleased to announce that Partner Kristen Hosack Pace was one of 25 recipients of the Family Wealth Alliance’s 2022 Young Professionals in Family Wealth Awards, which honor professionals under 40 who have demonstrated early career success and contributions to their industry.

Allison Pfeifle will present at the Duke University Annual Estate Planning Conference on October 14, 2022.

Knowing who owns legal entities is essential to stopping terrorism, money laundering, and other sophisticated criminal enterprises. For entities formed in the United States there has never been a requirement to disclose ownership. But that’s about to change.

ArentFox Schiff is pleased to announce the addition of Partner Shira M. Helstrom to the firm’s Tax practice. Based in the Washington, DC office, she brings extensive experience advising tax-exempt organizations on a wide range of tax, transactional, and governance matters.

Tom Abendroth will present at the American Bankers Association webinar on October 6, 2022.

Christine Quigley will present at the Illinois State Bar Association Trusts and Estates Section on September 7, 2022.

Tom Abendroth will discuss the roles of trustees and beneficiaries on September 1, 2022.

ArentFox Schiff is pleased to announce that 121 attorneys have been recognized by The Best Lawyers in America 2023, with an additional six attorneys highlighted as “Lawyers of the Year” and 40 attorneys listed as “Ones to Watch.”

Christine Quigley will present at the ABA RPTE Skills Training for Estate Planners virtual conference on August 12, 2022.

Brian Janowsky will speak at the Hawaii Estate Planning Council on August 4, 2022.

We are pleased to announce that two ArentFox Schiff attorneys will assume leadership roles on the Estate & Gift Taxation Committee of the New York City Bar Association.

Partner Kevin Matz was quoted by CNBC on changes made by the US Internal Revenue Service (IRS) in providing a simplified procedure for executors of estates that have not previously filed federal estate tax returns.

ArentFox Schiff is pleased to announce that the firm’s Private Clients, Trusts & Estates Group and nine partners have been recognized by Chambers High Net Worth (HNW) 2022 guide, a publication that ranks the top attorneys and law firms for international private wealth.

Partner Kevin Matz was quoted providing comments on the Internal Revenue Service’s (IRS) recently issued proposed estate tax rules that could dramatically reduce the availability of estate tax deductions.

It provides guidance on a number of issues involving expenses and claims.

Tom Abendroth will discuss irrevocable trust modifications on June 2.

Jessica Birnbaum will present at IICLE’s 65th Annual Estate Planning Short Course

Una latina orgullosa y asesora de confianza, Gabriela E. Palmieri se enfoca en el manejo de transacciones transfronterizas y multijurisdiccionales. 

Kevin Matz is conference chair and a speaker at the NYSSCPA’s Estate Planning Conference.

Tom Abendroth will present at the 43rd Annual MOKAN Trust & Financial Services Conference on May 13, 2022.

Tom Abendroth and Dave Blickenstaff will discuss fiduciary litigation on May 12, 2022 as part of the ABA’s webinar series.

After years of large retailers and malls struggling prior to the COVID-19 pandemic and the most vulnerable retailers filing for bankruptcy relief in its immediate wake in early 2020, the US economy rebounded strongly with the aid of government assistance and low interest rates.