Insights on Estate Planning

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.

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.

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.

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 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

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.

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.

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

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