Insights on Wealth Transfer Strategies

Tom Abendroth will speak at the 45th Annual Duke University Estate Planning Conference on October 19, 2023.

Kevin Matz will present at the Estate Planning Council of Northern New Jersey on October 18, 2023.

Fredrick Weber will speak at the monthly CLE luncheon hosted by the Chicago Estate Planning Council on October 18, 2023.

Sarah Kerr Severson and Angelica Russell-Johnson will speak at the Beverly Hills Bar Association, Trusts and Estates Section on October 12, 2023.

Kevin Matz will speak at the American Law Institute Continuing Legal Education’s virtual conference on October 6, 2023.

Tom Abendroth will present at the 28th Annual Professional Advisors Breakfast Seminar on September 20, 2023.

Tom Abendroth will present at the American Bankers Association on September 7, 2023.

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.

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.

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

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

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

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

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

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.

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

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

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

Sarah Severson will present at the Chicago Family Office Forum on May 3, 2023.

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

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