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  1. Services
  2. Estate Planning

Insights on Estate Planning

136 total results. Page 2 of 6.

Events
Choosing the Right Fiduciary for Administration of Charitable Trusts and Estates
June 6, 2024
Fredrick B. Weber

Fredrick Weber will speak at the National Capital Gift Planning Council’s Annual Planned Giving Day Conference at the American University Washington College of Law on June 6, 2024.

Events
Recent Developments Affecting Estate Planning and Estate Planning for Private Investment Fund Managers
May 23, 2024
Kevin Matz

Conference Chair, Kevin Matz, will be speaking at two sessions of the NYSSCPA’s Estate Planning Conference on May 23, 2024.

Events
Jackpot! My Business is Qualified Small Business Stock (§1202)
March 29, 2024
Andrew S. Katzenberg

Andy Katzenberg will speak at the Southern Nevada Estate Planning Counsel on March 29.

Events
AI in Estate Planning: Ethical and Practical Considerations
March 27, 2024
Fredrick B. Weber

Angelica Russell-Johnson and Fredrick Weber will present at the Washington, D.C. Estate Planning Council on March 27, 2024.

Alerts
Emerging Businesses and Venture Capital in 2024: 10 Hot Topics for Founders, Investors, and Executives of Emerging Companies
February 20, 2024
Thomas S. Brennan, Amal U. Dave, Emily B. Lewis, Evgeny Magidenko, Adam Diederich, Daniel J. McQueen, Thorne Maginnis, Linda M. Jackson, Matthew F. Prewitt, D. Reed Freeman Jr.

2023 was a pivotal year for the emerging companies, creating new categories of winners and losers across the board. Emerging companies incorporating artificial intelligence or that have clear line of sight to positive cash flows gained significant traction.

Events
Highlights of the 2024 Heckerling Institute on Estate Planning Tech Session Webinar
February 16, 2024
Kevin Matz

Kevin Matz will review topics from the recent Heckerling Institute on Estate Planning on February 16, 2024.

Events
Estate Planning and Carried Interest: Estate Tax Reduction Strategies for Private Equity and Hedge Fund Sponsors, Strategies for Wealth Transfer and Asset Protection to Avoid Adverse Tax Consequences
February 15, 2024
Kevin Matz

Kevin Matz will present on strategies for wealth transfer and asset protection at an online webinar on February 15, 2024.

Events
A-Z Family Office Structure Considerations U.S. and International Tax, Cultural, Governance
February 15, 2024
Christine R.W. Quigley

Christine Quigley will present at the STEP Orange County, 12th Annual Institute on Tax, Estate Planning and the World Economy on February 15, 2024, from 10:30AM-12:30PM PST.

Events
CEPC 2024 Estate Planning Fundamentals Course
February 6, 2024
Allison K. Pfeifle, Oliver R. Merrill, Jessica J. Birnbaum, Luke E. Harriman

Allison Pfeifle, Oliver Merrill, Jessica Birnbaum and Luke Harriman will present at the Chicago Estate Planning Council’s five-part Fundamentals Course February 6-20, 2024.

Events
A Magical Mystery Tour Through the Chapter 14 Labyrinth - Practical Issues and Applications
December 19, 2023
Kevin Matz

Kevin Matz will present at the 58th Annual Heckerling Institute on Estate Planning on January 11, 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.

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.

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
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.

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
Post-Death Administration of Trusts & Estates
July 18, 2023
Fredrick B. Weber, Christopher M. Floss

Fredrick Weber and Christopher Floss will present at the Illinois Institute for Continuing Legal Education’s live webcast on September 11, 2023.

Events
Navigating Life Transitions: How Wealth Advisors Can Best Serve Female Clients
July 17, 2023
Christopher M. Floss

Christopher Floss will participate as a co-panelist at the Family Wealth Alliance’s Elevating Women in Family Wealth summer event on July 20, 2023.

Events
North American Division of Seventh-day Adventists Planned Giving & Trust Services (PGTS) Biennial Conference
July 11, 2023
Fredrick B. Weber

Fredrick Weber will present two sessions at the North American Division of Seventh-day Adventists Planned Giving & Trust Services (PGTS) Biennial Conference on August 9, 2023.

Events
Choosing a Charitable Vehicle: Private Foundations and Their Alternatives
June 21, 2023
Andrew S. Katzenberg

Andrew Katzenberg will speak at the American Bar Association on June 21, 2023.

Events
Demystifying Post-Death Administration
June 7, 2023
Fredrick B. Weber

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

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