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  1. Services
  2. Estate Planning

Insights on Estate Planning

136 total results. Page 3 of 6.

Events
Planning for Family Members with Special Needs
June 1, 2023
Thomas W. Abendroth

Tom Abendroth will present at the American Bankers Association on June 1, 2023.

Events
Private Foundations: The 5 deadly sins (or excises taxes)
May 25, 2023
Andrew S. Katzenberg

Andrew Katzenberg will speak at the Shenkman Spring Webinar Series on May 25, 2023.

Events
Love and Marriage and Estate Planning
May 23, 2023
Thomas W. Abendroth

Tom Abendroth will present on May 23, 2023 at the Illinois CPA Society’s 2023 Estate, Gift & Trust Conference.

Events
66th Annual Estate Planning Short Course
May 22, 2023
Fredrick B. Weber, Jessica J. Birnbaum

Fredrick Weber and Jessica Birnbaum will present at the Illinois Institute for Continuing Legal Education (IICLE) – 66th Annual Estate Planning Short Course on May 22 and 23, 2023.

Events
Recent Developments in Estate Planning
May 18, 2023
Kevin Matz

Kevin Matz, Partner at ArentFox Schiff and Chairman of the NYSSCPA’s Annual Estate Planning Conference, will present on May 18, 2023.

Events
Case Studies and a Candid Conversation Between a Fiduciary and a Charitable Bequest Administrator
May 17, 2023
Fredrick B. Weber

Fredrick Weber will speak at the Los Angeles Council of Charitable Gift Planners – Western Regional Planned Giving Conference on May 17, 2023.

Events
The Generation-Skipping Transfer Tax: Back to Basics
May 12, 2023
Tracy L. McLaughlin

Tracy McLaughlin will present at the 35th Annual RPTE National CLE Conference on May 12, 2023.

Events
All in the Family? Self-Dealing in Private Foundations
May 11, 2023
Andrew S. Katzenberg

Andy Katzenberg will present at the 35th Annual RPTE National CLE Conference on May 11, 2023.

Events
Fiduciary Litigation Annual Review (2023)
May 11, 2023
Thomas W. Abendroth, David C. Blickenstaff

Dave Blickenstaff will discuss fiduciary litigation on May 11, 2023 at 1:00 PM EST as part of the ABA’s webinar series.

Events
Choosing the Right Fiduciary for Post-Death Administration
May 4, 2023
Fredrick B. Weber

Fred Weber will present at the Waukesha County Community Foundation on May 4, 2023.

Alerts
Hot Topics in Estate Planning for Owners of Private Companies - Part 2
April 27, 2023
Adam Diederich, Kevin Matz

Private Company Strategies

Alerts
Hot Topics in Estate Planning for Owners of Private Companies - Part 1
April 20, 2023
Adam Diederich, Kevin Matz

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.

Events
The ABCs of Funding Education — for this Generation and the Generations to Come
April 6, 2023
Thomas W. Abendroth

Tom Abendroth will present on the “The ABCs of Funding Education — for this Generation and the Generations to Come,” on April 6, 2023.

Events
“Using Silent Trusts”
April 4, 2023
David C. Blickenstaff

Dave Blickenstaff will present on “Using Silent Trusts” at this April 4, 2023 conference and webcast.

Events
“Incapacity?!? How Do You Plan For That?”
March 30, 2023
Christopher M. Floss

Chris Floss will speak at the Financial Executive Circle on March 30, 2023.

Events
Avoiding Traps in Administering GST Trusts (If You Don’t Know Now, You’ll Know)
March 5, 2023
Thomas W. Abendroth

Tom Abendroth will present Avoiding Traps in Administering GST Trusts (If You Don’t Know Now, You’ll Know)” on May 5, 2023.

Events
Creating and Managing Discretionary Distribution Standards
March 2, 2023
Thomas W. Abendroth

Tom Abendroth will present on “Creating and Managing Discretional Distribution Standards” on March 2, 2023.

Events
Highlights of the 2023 Heckerling Institute on Estate Planning
February 28, 2023
Kevin Matz

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.

Events
CEPC 2023 Estate Planning Fundamentals Course
February 8, 2023
Allison K. Pfeifle

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

Events
The Impact of an Economic Downturn on Tax Planning and Trust Administration
February 2, 2023
Thomas W. Abendroth

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

Events
Estate Planning for Private Equity and Hedge Fund Managers
February 2, 2023
Kevin Matz

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

Events
Tie It Up Neat with a Bow: Estate and Succession Planning for the Family Business
February 1, 2023
Harmon A. Brown, Brian K. Janowsky

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.

Events
CEPC 2023 Estate and Gift Tax Fundamentals Course
February 1, 2023
Luke E. Harriman

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.

Events
Highlights of Heckerling
January 18, 2023
Thomas W. Abendroth, Kevin Matz

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

Events
BBA Webinar: Trust & Estates Mid-Year Review
January 18, 2023
Raida “Maggie” Lopez

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

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