Insights on Estate Planning

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 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.

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

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.

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”

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.

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

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the National Capital Gift Planning Council - Planned Giving Day 2025 on June 17 in Washington, DC.

Kevin Matz will present in two separate sessions at the New York City Bar Association’s Inaugural Tax Conference on June 12, 2025.

Todd Angkatavanich, Kevin Matz, and Allison Pfeifle will present in an upcoming WealthManagement.com webinar on June 10, 2025.

Kevin Matz and his fellow panelists will discuss the estate planning opportunities presented by carried interest on June 5, 2025. The webinar is hosted by Strafford.

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.

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.

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

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

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

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.

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.

Partner Thomas Abendroth gave a webinar presentation on behalf of the Northwestern University Alumni Relations and Development Office on June 13, 2024.