Perspectives on Wealth Transfer Strategies
60 total results. Page 1 of 3.
Tom Abendroth will present during 2 sessions at the 2025 Heckerling Institute.
Fred Weber will present at the National Association of Charitable Gift Planners Annual Conference in Orlando, FL, on October 30, 2024.
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.
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.
Fred Weber will present at the Colorado Planned Giving Roundtable’s (CPGR) Summer Symposium on August 21, 2024, in Denver, Colorado.
Conference Chair, Kevin Matz, will be speaking at two sessions of the NYSSCPA’s Estate Planning Conference on May 23, 2024.
Angelica Russell-Johnson and Fredrick Weber will present at the Washington, D.C. Estate Planning Council on March 27, 2024.
Kevin Matz will review topics from the recent Heckerling Institute on Estate Planning on February 16, 2024.
Kevin Matz will present on strategies for wealth transfer and asset protection at an online webinar on February 15, 2024.
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.
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.
Tom Abendroth, Christine Quigley and Kevin Matz will present a panel discussion on January 31, 2024. The webinar is sponsored by WealthManagement.com.
Kevin Matz will present at the 58th Annual Heckerling Institute on Estate Planning on January 11, 2024.
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.
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.
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.
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.