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  1. Services
  2. Wealth Transfer Strategies

Insights on Wealth Transfer Strategies

73 total results. Page 2 of 3.

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
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.

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
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
Planning for Incapacity
May 3, 2023
Sarah Kerr Severson

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

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
“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.

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