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  1. Services
  2. Wealth Transfer Strategies

Insights on Wealth Transfer Strategies

66 total results. Page 1 of 3.

Events
CCPG 2025 Annual Symposium: Securing Good for All | A Legacy of Philanthropy
May 21, 2025
Fredrick B. Weber

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the CCPG 2025 Annual Symposium in Chicago on May 21, 2025.

Events
31st Arizona Charitable Gift Planners Annual Conference
May 16, 2025
Fredrick B. Weber

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the conference in Phoenix, AZ on May 16, 2025. The conference is hosted by Arizona Charitable Gift Planners.

Events
The 32nd Annual NCPG Conference: Charitable Giving Today for a Sustainable Tomorrow
April 22, 2025
Fredrick B. Weber

Fredrick Weber will present at the 32nd Annual NCPG Conference in San Francisco, CA, on April 22, 2025.

Events
Women’s History Month: Women’s Legal Rights from Birth to Death
March 13, 2025
Jessica J. Birnbaum

Jessica J. Birnbaum of ArentFox Schiff will speak at the annual Women’s History Month Summit hosted by the Chicago Bar Association (CBA).

Events
Advanced Estate Planning for Large Estates: FLPs, Dynasty Trusts, SLATs, CRUTs/CRATs, Gift-Sales, Non-Grantor Trusts
February 27, 2025
Andrew S. Katzenberg

Andrew S. Katzenberg will present in an upcoming Strafford live video webinar on February 27, 2025. The webinar is hosted by Strafford.

Events
Highlights of Heckerling
January 16, 2025
Kevin Matz, Christine R.W. Quigley, Thomas W. Abendroth

Tom Abendroth, Christine Quigley and Kevin Matz will present a panel discussion on February 6, 2025. The webinar is sponsored by  WealthManagement.com.

Events
59th Annual Heckerling Institute on Estate Planning
January 14, 2025
Thomas W. Abendroth

Tom Abendroth will present during two sessions at the 2025 Heckerling Institute.

Events
2024 CGP Conference
October 30, 2024
Fredrick B. Weber

Fred Weber will present at the National Association of Charitable Gift Planners Annual Conference in Orlando, FL, on October 30, 2024.

Events
Emerging Philanthropy Conference
September 27, 2024
Fredrick B. Weber

Fred Weber will lead a breakout session at the Emerging Philanthropy Conference hosted by the Pittsburgh Planned Giving Council and the Western Pennsylvania chapter of the Association of Fundraising Professionals (AFP) in Pittsburgh, PA, on September 27, 2024.

Events
Choosing the Right Fiduciary for Post-Death Administration
September 10, 2024
Fredrick B. Weber

Identifying the fiduciary who will administer a charitable estate or trust after a death can be a much more critical decision than many clients and donors may realize.

Events
CPGR Summer Symposium 2024
August 21, 2024
Fredrick B. Weber

Fred Weber will present at the Colorado Planned Giving Roundtable’s (CPGR) Summer Symposium on August 21, 2024, in Denver, Colorado.

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
AI in Estate Planning: Ethical and Practical Considerations
March 27, 2024
Angelica F. Russell-Johnson, Fredrick B. Weber

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

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
Highlights of Heckerling
January 16, 2024
Kevin Matz, Christine R.W. Quigley, Thomas W. Abendroth

Tom Abendroth, Christine Quigley and Kevin Matz will present a panel discussion on January 31, 2024. The webinar is sponsored by WealthManagement.com.

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.

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