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  1. Services
  2. Private Clients, Trusts & Estates

Insights on Private Clients, Trusts & Estates

295 total results. Page 1 of 12.

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        Events
        CCPG 2025 Annual Symposium: Securing Good for All | A Legacy of Philanthropy
        May 21, 2025
        Fredrick B. Weber

        Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the CCPG 2025 Annual Symposium in Chicago on May 21, 2025.

        Events
        31st Arizona Charitable Gift Planners Annual Conference
        May 16, 2025
        Fredrick B. Weber

        Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the conference in Phoenix, AZ on May 16, 2025. The conference is hosted by Arizona Charitable Gift Planners.

        Events
        IICLE Estate Planning Short Course
        May 5, 2025
        Allison K. Pfeifle, Joe Blumberg , Fredrick B. Weber

        Allison Pfeifle, Fredrick Weber, and Joe Blumberg of ArentFox Schiff will speak at the IICLE Estate Planning Short Course in Champaign, May 5-6, 2025, and in Chicago, May 19-20, 2025.

        Events
        The 32nd Annual NCPG Conference: Charitable Giving Today for a Sustainable Tomorrow
        April 22, 2025
        Fredrick B. Weber

        Fredrick Weber will present at the 32nd Annual NCPG Conference in San Francisco, CA, on April 22, 2025.

        Press Release
        ArentFox Schiff Adds Molly James as Private Clients, Trusts & Estates Partner in DC
        March 24, 2025

        ArentFox Schiff is pleased to announce that Molly F. James has joined the firm’s Private Clients, Trusts & Estates practice in Washington, DC, as a partner. With more than 30 years of experience guiding families through every facet of estate planning and administration, Molly will develop strategies for clients navigating a range of personal and financial situations.

        Alerts
        The Big Six Items That Family Offices Need to Consider in 2025
        March 13, 2025
        Kevin Matz, Evgeny Magidenko, Sarah Kerr Severson, Megan Woodward Daily, Maria Ortega Castro, Angelica F. Russell-Johnson

        Across all industries, family offices and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the dynamic environment that is 2025. Here are six issues that family offices should consider and be mindful of this year.

        Events
        Women’s History Month: Women’s Legal Rights from Birth to Death
        March 13, 2025
        Jessica J. Birnbaum

        Jessica J. Birnbaum of ArentFox Schiff will speak at the annual Women’s History Month Summit hosted by the Chicago Bar Association (CBA).

        Alerts
        What Private Companies and Family Offices Need to Consider in 2025
        March 7, 2025
        Kevin Matz, Adam Diederich, Evgeny Magidenko, Thorne Maginnis, Matthew F. Prewitt, Berin S. Romagnolo, Sarah Kerr Severson, Cody C. Boender, Michelle R. Bowling, Emily P. Caylor, Megan Woodward Daily, Matthew W. Kulju, Emily B. Lewis, Lucia Lorenz, Alexis Mozeleski, Maria Ortega Castro, Mike Ragan, Angelica F. Russell-Johnson, Ashley N. Tomillo, Jeffrey B. Weston, Jai Williams, Felicia A. Xu

        Across all industries, private companies, family offices, and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the dynamic environment that is 2025. Here are 11 issues that family offices and the owners and leaders of privately held companies should consider and be mindful of this year.

        Press Release
        ArentFox Schiff Welcomes Private Clients, Trusts & Estates Partner Todd Angkatavanich
        March 4, 2025

        ArentFox Schiff is pleased to announce the addition of Partner Todd Angkatavanich to its Private Clients, Trusts & Estates practice in the firm’s New York office. Todd brings more than three decades of experience advising clients on advanced wealth and succession transition planning.

        Events
        Advanced Estate Planning for Large Estates: FLPs, Dynasty Trusts, SLATs, CRUTs/CRATs, Gift-Sales, Non-Grantor Trusts
        February 27, 2025
        Andrew S. Katzenberg

        Andrew S. Katzenberg will present in an upcoming Strafford live video webinar on February 27, 2025. The webinar is hosted by Strafford.

        Events
        Highlights of Heckerling
        January 16, 2025
        Kevin Matz, Christine R.W. Quigley, Thomas W. Abendroth

        Tom Abendroth, Christine Quigley and Kevin Matz will present a panel discussion on February 6, 2025. The webinar is sponsored by  WealthManagement.com.

        Events
        59th Annual Heckerling Institute on Estate Planning
        January 14, 2025
        Thomas W. Abendroth

        Tom Abendroth will present during two sessions at the 2025 Heckerling Institute.

        Alerts
        Residency Determination for US Federal Estate and Gift Tax Purposes and Choice of US Federal Estate Tax Blockers
        December 17, 2024
        Xiang Qu , Kevin Matz

        The term “resident” is defined differently for US federal income tax purposes and US federal estate and gift tax purposes. The mismatch in the US resident status under the two tax regimes often gives rise to problems. Thus, careful planning is needed to avoid unintended tax consequences.

        Events
        PGGNE December Monthly Meeting
        December 12, 2024
        Fredrick B. Weber

        Fred Weber will present at the PGGNE December meeting in Waltham, MA, on December 12, 2024.

        Alerts
        A Tale of Two Recent QTIP Trust Termination Cases — Anenberg and McDougall
        December 4, 2024
        Thomas W. Abendroth, Kevin Matz, Melisa Seyhun

        Through the years, the US Tax Court has provided significant clarification on the gift tax consequences of terminating qualified terminable interest property (QTIP) trusts. Two new cases in 2024, Estate of Sally J. Anenberg v. Commissioner and McDougall v. Commissioner, have helped to confirm our understanding of these often complex transactions.

        Events
        Family Office Investments: Important Regulatory and Fiduciary Considerations
        November 13, 2024
        Christopher J. Roman, Lynn J. Watkins, Jon K. Jurva, David C. Blickenstaff, Adam Diederich, Kirstie Brenson

        Part Six of our Family Office University event series will be hosted in person in our Chicago offices (with a reception to follow) and will also be available for web viewing. Speakers include Chris Roman, Lynn Watkins, Jon Jurva, Dave Blickenstaff, Adam Diederich, and Kirstie Brenson.

        Press Release
        US News and Best Lawyers Rates 35 ArentFox Schiff Practices Among Best in the Country
        November 7, 2024

        ArentFox Schiff has been nationally recognized with 35 top rankings in the 2025 edition of Best Law Firms®, which honors firms for professional excellence based on consistently positive ratings from clients and peers.

        Events
        2024 CGP Conference
        October 30, 2024
        Fredrick B. Weber

        Fred Weber will present at the National Association of Charitable Gift Planners Annual Conference in Orlando, FL, on October 30, 2024.

        Events
        Elder Law Short Course 2024
        October 28, 2024
        Fredrick B. Weber

        Counsel Fred Weber will present at the Illinois Institute for Continuing Legal Education’s (IICLE) Elder Law Short Course in Chicago, IL, on October 28, 2024.

        AI Law Blog
        AI in Family Offices: Navigating the AI Frontier in Wealth Management and Fiduciary Liability
        October 15, 2024
        Hanna R. Dameron, Tracy L. McLaughlin, Kevin Matz

        Artificial intelligence (AI) has made waves across various industries, and wealth management is no exception. AI’s ability to analyze vast amounts of data and generate insightful reports has the potential to significantly enhance the efficiency and effectiveness of wealth management firms.

        Events
        Family Office 101, Part 6
        October 1, 2024
        Thomas W. Abendroth, David C. Blickenstaff, Kirstie Brenson, Adam Diederich, Jon K. Jurva, Christopher J. Roman, Lynn J. Watkins, Nana Darkwa

        Part six of our Family Office University event series will be hosted in person in our Chicago office (with a reception to follow) and will also be available for web viewing on November 13th.

        Alerts
        The Importance of Including Revocable Trusts in Estate Planning
        October 1, 2024
        Sarah M. Roscioli, Kevin Matz

        In the realm of estate planning, many people are familiar with the traditional will as a means of distributing assets after death.

        Events
        Emerging Philanthropy Conference
        September 27, 2024
        Fredrick B. Weber

        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.

        Alerts
        The Sunset of the Doubled Estate, Gift, and GST Tax Exclusion Amounts After December 31, 2025
        September 17, 2024
        Kevin Matz

        In the world of high-net-worth individuals and their financial advisors, the sunset of certain provisions of the 2017 Tax Cuts and Jobs Act (TCJA) is a topic of intense discussion.

        Events
        The Illinois Trust Code: Highlights for Fiduciaries
        September 11, 2024
        Susan T. Bart, Allison K. Pfeifle, Luke E. Harriman, Jessica J. Birnbaum, Oliver R. Merrill, David C. Blickenstaff

        Attorneys at ArentFox Schiff LLP will present on aspects of the ITC of particular relevance to fiduciaries, including fiduciary duties, identifying the persons who should receive notices and accounts, preparation of notices and accounts, and trust modification.

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