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  1. Services
  2. Private Clients, Trusts & Estates

Perspectives on Private Clients, Trusts & Estates

202 total results. Page 1 of 9.

Events
Choosing a Charitable Vehicle: Private Foundations and Their Alternatives
June 21, 2023
Andrew S. Katzenberg
Andrew Katzenberg will speak at the American Bar Association on June 21, 2023.
Events
Demystifying Post-Death Administration
June 7, 2023
Fredrick B. Weber
Fredrick Weber will present at the Planned Giving Roundtable of Southeast Michigan on June 7, 2023.
Events
Planning for Family Members with Special Needs
June 1, 2023
Thomas W. Abendroth
Tom Abendroth will present at the American Bankers Association on June 1, 2023.
Events
Private Foundations: The 5 deadly sins (or excises taxes)
May 25, 2023
Andrew S. Katzenberg
Andrew Katzenberg will speak at the Shenkman Spring Webinar Series on May 25, 2023.
Events
Love and Marriage and Estate Planning
May 23, 2023
Thomas W. Abendroth
Tom Abendroth will present on May 23, 2023 at the Illinois CPA Society’s 2023 Estate, Gift & Trust Conference.
Events
66th Annual Estate Planning Short Course
May 22, 2023
Fredrick B. Weber, Jessica J. Birnbaum
Fredrick Weber and Jessica Birnbaum will present at the Illinois Institute for Continuing Legal Education (IICLE) – 66th Annual Estate Planning Short Course on May 22 and 23, 2023.
Events
Legal Issues in Museum Administration 2023
May 18, 2023
Shira Helstrom
Shira Helstrom will present on “Tax Updates and Planning Strategies” on May 18, 2023.
Events
Recent Developments in Estate Planning
May 18, 2023
Kevin Matz
Kevin Matz, Partner at ArentFox Schiff and Chairman of the NYSSCPA's Annual Estate Planning Conference, will present on May 18, 2023.
Events
Case Studies and a Candid Conversation Between a Fiduciary and a Charitable Bequest Administrator
May 17, 2023
Fredrick B. Weber
Fredrick Weber will speak at the Los Angeles Council of Charitable Gift Planners – Western Regional Planned Giving Conference on May 17, 2023.
Press Release
Kevin Matz to be Honored by UJA-Federation of New York
May 15, 2023
Partner Kevin Matz will be honored by UJA-Federation of New York at its Annual Trusts and Estates Event on June 8, 2023, for his professional and philanthropic dedication and leadership in the New York trusts and estates community.
Events
The Generation-Skipping Transfer Tax: Back to Basics
May 12, 2023
Tracy L. McLaughlin
Tracy McLaughlin will present at the 35th Annual RPTE National CLE Conference on May 12, 2023.
Events
All in the Family? Self-Dealing in Private Foundations
May 11, 2023
Andrew S. Katzenberg
Andy Katzenberg will present at the 35th Annual RPTE National CLE Conference on May 11, 2023.
Events
Fiduciary Litigation Annual Review (2023)
May 11, 2023
Thomas W. Abendroth, David C. Blickenstaff
Dave Blickenstaff will discuss fiduciary litigation on May 11, 2023 at 1:00 PM EST as part of the ABA’s webinar series.
Events
Choosing the Right Fiduciary for Post-Death Administration
May 4, 2023
Fredrick B. Weber
Fred Weber will present at the Waukesha County Community Foundation on May 4, 2023.
Events
Planning for Incapacity
May 3, 2023
Sarah Kerr Severson
Sarah Severson will present at the Chicago Family Office Forum on May 3, 2023.
Events
Family Office 101: An Introduction to Family Offices and the State of the Industry
May 3, 2023
Michael K. Moyers, Sarah Kerr Severson, Kevin Matz
ArentFox Schiff Private Clients, Trust & Estates Group hosted part one of our Family Office University Event Series on May 3, 2023.
Alerts
Hot Topics in Estate Planning for Owners of Private Companies - Part 2
April 27, 2023
William D'Angelo, III, Adam Diederich, Kevin Matz
Private Company Strategies
Alerts
Hot Topics in Estate Planning for Owners of Private Companies - Part 1
April 20, 2023
William D'Angelo, III, Adam Diederich, Kevin Matz
In the latest installment of Private Company Strategies, William D'Angelo and Adam Diederich are joined by Kevin Matz, Private Clients, Trusts & Estates Partner at ArentFox Schiff, to discuss the hottest topics in estate planning for owners of private companies.
Events
The ABCs of Funding Education — for this Generation and the Generations to Come
April 6, 2023
Thomas W. Abendroth
Tom Abendroth will present on the “The ABCs of Funding Education — for this Generation and the Generations to Come,” on April 6, 2023.
Events
“Using Silent Trusts”
April 4, 2023
David C. Blickenstaff
Dave Blickenstaff will present on “Using Silent Trusts” at this April 4, 2023 conference and webcast.
Events
“Incapacity?!? How Do You Plan For That?”
March 30, 2023
Christopher M. Floss
Chris Floss will speak at the Financial Executive Circle on March 30, 2023.
Events
Office to Housing Conversions in Downtown DC
March 28, 2023
Kristin Niver
Kristin Niver will join a panel to discuss whether office-to-housing conversions are possible solutions to downtown DC's problems during "Office to Housing Conversions in Downtown DC," an informal webinar sponsored by the American Bar Association RPTE ABA.
Alerts
Incapacity and Succession Planning for Closely Held Businesses and the People Who Operate Them
March 16, 2023
William D'Angelo, III, Sarah Kerr Severson
Private Company Strategies
Events
Avoiding Traps in Administering GST Trusts (If You Don’t Know Now, You’ll Know)
March 5, 2023
Thomas W. Abendroth
Tom Abendroth will present Avoiding Traps in Administering GST Trusts (If You Don’t Know Now, You’ll Know)” on May 5, 2023.
Events
Creating and Managing Discretionary Distribution Standards
March 2, 2023
Thomas W. Abendroth
Tom Abendroth will present on “Creating and Managing Discretional Distribution Standards” on March 2, 2023.

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