Insights on Private Clients, Trusts & Estates

ArentFox Schiff is hosting and sponsoring the 2025 NYSSCPA Private Wealth Conference on December 11th in New York. Speakers include AFS Partners Kevin Matz, Todd Angkatavanich, and Tracy McLaughlin.

AFS Partner Tom Abendroth will co-present in a webinar for the American Bankers Association (ABA) 2025 Wealth Management and Trust Webinar Suite on December 4.

AFS Partner Lauren Wolven will speak at the 2025 Real Property, Probate & Trust Law Section and Business & Corporations Section Seminar on December 4 in Bismarck, North Dakota.

AFS partner Kevin Matz will be speaking at the NYSSCPA’s Queens-Brooklyn In Person Tax Conference on November 10.

AFS Partner Tom Abendroth co-presented in a webinar for the American Bankers Association (ABA) 2025 Wealth Management and Trust Webinar Suite on November 6.

ArentFox Schiff has been awarded 62 top rankings in the 2026 edition of Best Law Firms®, which recognizes firms for professional excellence based on consistently positive ratings from clients and peers.

ArentFox Schiff Partner Tracy McLaughlin, Private Clients, Trusts & Estates, will present on charitable trusts for estate and income tax savings at the NYSSCPA Tax and Financial Planning for Individuals Conference in New York on November 6, 2025.

AFS Partner Tom Abendroth will present at The Associated Jewish Federation of Baltimore’s Planned Giving Roundtable on November 5.

ArentFox Schiff Partners Todd Angkatavanich, Dave Blickenstaff, and Kevin Matz will present at the 51st Annual Notre Dame Tax & Estate Planning Institute.

AFS Partner Brian Janowsky will speak at the 61st Annual Hawaii Tax Institute Conference on November 4, 2025.

AFS Partner Lauren Wolven will speak at the Annual Seattle Estate Planning Seminar on October 30th in Seattle, Washington.

AFS will host a two-part hybrid program (with a reception to follow) in our Chicago office, addressing timely topics for family offices, private clients, and their advisors. Speakers include AFS Partners David Blickenstaff, Adam Diederich, and Kevin Matz, and Associate Kirstie Brenson.

ArentFox Schiff is proud to announce that Partner Susan T. Bart was recognized by The National Association of Estate Planners & Councils (NAEPC) as an inductee into the Estate Planning Hall of Fame® and as a recipient of the Accredited Estate Planner® (Distinguished) designation for 2025.

AFS Partner Lauren Wolven will speak at the ACTEC 2025 Fall Meeting in Austin, Texas on October 22nd.

AFS associate Xiang Qu presented at the New York City Bar Association on October 6.

ArentFox Schiff is pleased to announce the addition of partner Lauren Wolven to its growing Private Clients, Trusts & Estates practice in the firm’s Chicago office. Lauren brings over two and a half decades of experience in estate, tax, and succession planning. Her clients include high-net-worth individuals, corporate fiduciaries, and middle market business owners.

Over time, trusts have become much more complicated. They may own a wide variety of assets, including residences, real estate, interests in family business, and interests in increasingly complex financial instruments.

ACTEC Trust & Estate Talk Podcast, “Estate Planning Under the One Big Beautiful Bill Act (OBBBA) Part 2: Qualified Opportunity Zone (QOZ) Planning Strategies Post OBBBA”

ArentFox Schiff is pleased to announce that 132 attorneys have been recognized by The Best Lawyers in America 2026, with two attorneys highlighted as “Lawyers of the Year” and 66 attorneys listed as “Ones to Watch.”

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association in a webinar for the National Association of Charitable Gift Planners on August 19th.

On July 4, President Trump signed into law the “One Big Beautiful Bill Act (OBBBA),” more formally known as “H.R.1 – An Act to provide for reconciliation pursuant to title II of H. Con. Res. 14.”

Partner Kevin Matz will present on the recent federal tax law changes at an upcoming ACTEC ALI-CLE webinar.

Part seven of our Family Office University event series was hosted in person in Los Angeles on July 31st, with web viewing available.

ArentFox Schiff is pleased to announce that the firm’s Private Clients, Trusts & Estates group and 11 partners have been recognized by the Chambers High Net Worth (HNW) 2025 guide, which ranks the top attorneys and law firms for excellence in private wealth law.

Andrew Katzenberg will present at the NYU Advanced Trusts & Estates Conference on July 18, 2025.