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  1. Services
  2. Private Clients, Trusts & Estates

Insights on Private Clients, Trusts & Estates

341 total results. Page 1 of 14.

Events
45th Annual Kansas City Estate Planning Symposium
April 23, 2026
Thomas W. Abendroth

AFS Partner Tom Abendroth will present at the 45th Annual Kansas City Estate Planning Symposium on April 23, 2026.

Events
CEPC Breakfast Program
March 12, 2026
Susan T. Bart, Christine R.W. Quigley

AFS Partners Christine Quigley and Susan Bart will speak at the CEPC Breakfast Program on March 12, 2026.

Events
ACTEC 2026 Annual Meeting
March 5, 2026
Kevin Matz

AFS Partner Kevin Matz will present during the Business Planning Committee Meeting on March 4 in Tampa, Florida at the ACTEC 2026 Annual Meeting.

Events
Heckerling Review 2026 with Kevin Matz, Esq.
February 24, 2026
Kevin Matz

AFS Partner Kevin Matz will present at the EPCNYC’s annual Heckerling Review on February 24, 2026, in New York.

Press Release
Washingtonian Names Holly M. Bastian and Molly F. James to 2026 ‘Top Financial Adviser’ List
February 11, 2026

ArentFox Schiff is pleased to announce that Holly M. Bastian and Molly F. James have been recognized by the Washingtonian on the 2026 “Top Financial Adviser” list.

Events
Highlights of Heckerling 2026
February 11, 2026
Thomas W. Abendroth, Todd Angkatavanich, Kevin Matz

AFS partners Tom Abendroth, Todd Angkatavanich, and Kevin Matz will present a panel discussion on February 11. This webinar is sponsored by WealthManagement.com

Events
2026 CEPC Fundamentals Course
February 4, 2026
Oliver R. Merrill

Private Clients, Trusts & Estates Partner Oliver Merrill will present on the Illinois Trust Code during the CEPC Fundamentals Course.

Events
Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations
February 1, 2026
Susan T. Bart

AFS Partner and ACTEC Fellow Susan Bart, presented on the estate, tax, and wealth planning implications of newly enacted Trump Accounts during ACTEC’s Trust and Estate Talk podcast.

Press Release
ArentFox Schiff Adds Private Clients, Trusts & Estates Partner Ilana Bley in Chicago
January 22, 2026

ArentFox Schiff is pleased to announce that Ilana Bley has joined the firm’s Private Clients, Trusts & Estates practice in Chicago as a partner, the latest in a series of partner additions to the practice over the last 12 months.

Events
60th Annual Heckerling Institute on Estate Planning
January 12, 2026
Todd Angkatavanich, Lauren J. Wolven

AFS Partners Todd Angkatavanich and Lauren Wolven will present at the 2026 Heckerling Institute on January 13-14, 2026 in Orlando, Florida.

Events
Basics of Drafting for Trusts and Estates Webinar Series
January 8, 2026
Brian K. Janowsky

AFS partner Brian Janowsky of the Private Clients, Trusts & Estates Group will present on identifying and avoiding common drafting pitfalls during The Art of Drafting Well webinar, hosted by the American Bar Association.

Alerts
Governor Hochul Veto Keeps New York LLC Transparency Act Limited to Foreign Country Formed, NY Authorized LLCs
December 22, 2025
Kevin Matz

On December 19, New York Governor Kathy Hochul vetoed S8432/A8662, a bill to amend the New York LLC Transparency Act that would have decoupled it from the federal Corporate Transparency Act (CTA) definitions.

News
Bart and Matz Quoted on the Tax Complications of Trump Accounts
December 21, 2025
Susan T. Bart, Kevin Matz

AFS Partners Susan Bart and Kevin Matz were quoted on the emerging gift tax reporting issues tied to new “Trump Accounts,” cautioning that routine family contributions could trigger onerous IRS Form 709 Gift and Generation-Skipping Transfer Tax filing obligations absent a legislative or regulatory fix comparable to the long-standing relief afforded to 529 plans.

News
IRS Issues Initial Guidance on Trump Accounts
December 17, 2025
Kevin Matz

AFS partner Kevin Matz and his co-author Shifra Herzberg summarize the IRS’s initial guidance on new “Trump accounts” created under IRC Section 530A to promote children’s long-term savings in his latest article for Wealth Management.

Press Release
ArentFox Schiff Elects 18 Attorneys Into Partnership
December 15, 2025

ArentFox Schiff is pleased to announce the election of 18 new partners, effective January 1, 2026.

Events
NYSSCPA 2025 Private Wealth Conference
December 11, 2025
Kevin Matz, Todd Angkatavanich, Tracy L. McLaughlin

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.

Events
Recent Developments: 2025 Estate and Trust Administration
December 4, 2025
Thomas W. Abendroth

AFS Partner Tom Abendroth will co-present in a webinar for the American Bankers Association (ABA) 2025 Wealth Management and Trust Webinar Suite on December 4.

Events
Planning to Meet One's Maker: The Intersection of Religious Beliefs and Estate Planning
December 4, 2025
Lauren J. Wolven

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.

News
The Recent Amendment to NYTL 954(a)(3) Concerning the Addback for Certain Taxable Gifts Made Within Three Years of a Decedent’s Death
December 1, 2025
Kevin Matz

AFS Partner Kevin Matz, provides an overview of New York’s 2025 amendment to NYTL 954(a)(3) in NYSBA’s Trusts and Estates Law Section Journal.

Events
NYSSCPA Queens-Brooklyn Tax Conference
November 10, 2025
Kevin Matz

AFS partner Kevin Matz will be speaking at the NYSSCPA’s Queens-Brooklyn In Person Tax Conference on November 10.

Events
Developments in the Treatment of Trusts in Divorce
November 6, 2025
Thomas W. Abendroth

AFS Partner Tom Abendroth co-presented in a webinar for the American Bankers Association (ABA) 2025 Wealth Management and Trust Webinar Suite on November 6.

Press Release
ArentFox Schiff Earns 62 Top ‘Best Law Firms’ Rankings
November 6, 2025

ArentFox Schiff has been awarded 62 top rankings in the 2026 edition of Best Law Firms®, which recognizes firms for professional excellence based on consistently positive ratings from clients and peers.

Events
NYSSCPA Tax and Financial Planning for Individuals Conference
November 6, 2025
Tracy L. McLaughlin

ArentFox Schiff Partner Tracy McLaughlin, Private Clients, Trusts & Estates, will present on charitable trusts for estate and income tax savings at the NYSSCPA Tax and Financial Planning for Individuals Conference in New York on November 6, 2025.

Events
Seven (not so) Secret Keys to Successful Business Succession
November 5, 2025
Thomas W. Abendroth

AFS Partner Tom Abendroth will present at The Associated Jewish Federation of Baltimore’s Planned Giving Roundtable on November 5.

Events
Notre Dame Tax & Estate Planning Institute
November 5, 2025
Todd Angkatavanich, David C. Blickenstaff, Kevin Matz

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

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