Insights on Wealth Transfer Strategies

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.

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 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

Christine Quigley will speak at the Hawaii Tax Institute’s 59th Annual Conference, November 7, 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.

Christine Quigley will present at the Illinois State Bar Association Trusts and Estates Section on September 7, 2022.

Tom Abendroth will discuss the roles of trustees and beneficiaries on September 1, 2022.

Christine Quigley will present at the ABA RPTE Skills Training for Estate Planners virtual conference on August 12, 2022.

Partner Kevin Matz will lead a discussion on estate planning with specialty assets.

Schiff Hardin LLP is pleased to announce its membership in the Family Wealth Alliance (FWA), a multifamily wealth organization whose member firms serve approximately 7,000 private families around the country and advise on approximately $2.5 trillion of assets.

Schiff Hardin LLP is pleased to announce that Partner Susan Bart served as one of the compiling editors for the American College of Trust and Estate Counsel (ACTEC) Pocket Tax Tables guide.

The big question in the estate planning world today is whether, when, and to what extent Congress will enact changes to gift, estate, and income tax laws.

The Internal Revenue Service (IRS) just released one of the all-time low interest rates applicable to certain wealth transfer techniques, including grantor retained annuity trusts (GRATs).