Perspectives on Private Clients, Trusts & Estates
155 total results. Page 1 of 7.
The US Department of the Treasury and the Internal Revenue Service issued its most recent Priority Guidance Plan Joint Statement (the Plan) on November 4, 2022. The Plan details more than 200 priorities for the 12-month period beginning July 1, 2022, and ending June 30, 2023 (the plan year).
ArentFox Schiff is pleased to announce that Private Clients, Trusts & Estates Practice Group Leader Thomas Abendroth has been inducted into the National Association of Estate Planners & Councils’ (NAEPC) Estate Planning Hall of Fame.
IRS to Waive Excise Tax on Certain Required Minimum Distributions from Retirement Plans in 2021 and 2022
The Internal Revenue Service recently issued Notice 2022-53, which provides much needed transition relief in the form of an IRS waiver of the 50% excise tax that could otherwise be imposed upon certain beneficiaries of qualified retirement plans or individual retirement accounts.
The Fundamentals: Common and Practical Planning and Gifting Techniques for All Wealth Transfer Advisors
Christine Quigley will speak at the Hawaii Tax Institute’s 59th Annual Conference, November 7, 2022.
Kevin Matz will speak at the 48th Annual Notre Dame® Tax & Estate Institute on November 9, 2022.
Tom Abendroth will present the final session in the 2022 series on the changing nature of estate plans on November 3, 2022.
ArentFox Schiff is pleased to announce that Partner Kristen Hosack Pace was one of 25 recipients of the Family Wealth Alliance’s 2022 Young Professionals in Family Wealth Awards, which honor professionals under 40 who have demonstrated early career success and contributions to their industry.
Stephen Liss, Benjamin N. Millard, Nathan A. Engel, Adam Diederich, Evgeny Magidenko, George E. Martin, Tracy L. McLaughlin
Knowing who owns legal entities is essential to stopping terrorism, money laundering, and other sophisticated criminal enterprises. For entities formed in the United States there has never been a requirement to disclose ownership. But that’s about to change.
ArentFox Schiff is pleased to announce the addition of Partner Shira M. Helstrom to the firm’s Tax practice. Based in the Washington, DC office, she brings extensive experience advising tax-exempt organizations on a wide range of tax, transactional, and governance matters.
ArentFox Schiff is pleased to announce that 121 attorneys have been recognized by The Best Lawyers in America 2023, with an additional six attorneys highlighted as “Lawyers of the Year” and 40 attorneys listed as “Ones to Watch.”
We are pleased to announce that two ArentFox Schiff attorneys will assume leadership roles on the Estate & Gift Taxation Committee of the New York City Bar Association.
Partner Kevin Matz was quoted by CNBC on changes made by the US Internal Revenue Service (IRS) in providing a simplified procedure for executors of estates that have not previously filed federal estate tax returns.
ArentFox Schiff is pleased to announce that the firm’s Private Clients, Trusts & Estates Group and nine partners have been recognized by Chambers High Net Worth (HNW) 2022 guide, a publication that ranks the top attorneys and law firms for international private wealth.
Partner Kevin Matz was quoted providing comments on the Internal Revenue Service’s (IRS) recently issued proposed estate tax rules that could dramatically reduce the availability of estate tax deductions.