Perspectives on Family Office Services
55 total results. Page 1 of 3.
Fred Weber will present at the National Association of Charitable Gift Planners Annual Conference in Orlando, FL, on October 30, 2024.
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.
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.
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.
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.
ArentFox Schiff is pleased to announce that 135 attorneys have been recognized by The Best Lawyers in America 2025, with two attorneys highlighted as “Lawyers of the Year” and 70 attorneys listed as “Ones to Watch.”
In the evolving landscape of family offices, the integration of artificial intelligence (AI) presents both opportunities and challenges, particularly in terms of fiduciary responsibility and client services.
Situations involving family dynamics, significant wealth, and fiduciary duties can be ripe for conflict. Disputes frequently arise among owners and managers of closely held businesses, family office constituencies, and other fiduciary-beneficiary relationships.
The integration of artificial intelligence (AI) has revolutionized various industries, offering efficiency, accuracy, and convenience.
Dave Blickenstaff will present at the ACTEC Summer Meeting on June 22.
The next Family Office University event will be hosted in person in our New York offices (with a reception to follow) and will also be available for web viewing on June 18.
Fredrick Weber will speak at the National Capital Gift Planning Council’s Annual Planned Giving Day Conference at the American University Washington College of Law on June 6, 2024.
Andy Katzenberg will present at the Parkbridge Wealth Management Spring Webinar on May 30, 2024.
Conference Chair, Kevin Matz, will be speaking at two sessions of the NYSSCPA’s Estate Planning Conference on May 23, 2024.
Senator Doug Jones and Gene Magidenko will present at the FBA’s Corporate and Association Counsel Division webinar on May 16, 2024.
Andy Katzenberg will speak at the Southern Nevada Estate Planning Counsel on March 29.
Part 4 of our Family Office 101 series reviewed trust structures for family offices on March 14, 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.
Angelica F. Russell-Johnson, Megan (Woodward) Daily, Mamta K. Shah, Luke E. Harriman, Ashley N. Tomillo
Private companies and their owners face ever-evolving challenges as the market sees new regulations, new deal trends, and new risks in 2024. Below are 10 issues that the owners and leaders of privately held companies should consider in 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.
The Tax Cuts and Jobs Act of 2017 (TCJA) significantly increased the lifetime estate and gift tax exemption from $5.6 million to $11.18 million for individuals, with adjustments for inflation starting in 2018.