Insights on Private Clients, Trusts & Estates

AFS Partner Brian Janowsky will speak at the 61st Annual Hawaii Tax Institute Conference on November 4, 2025.

AFS Partner Lauren Wolven will speak at the Annual Seattle Estate Planning Seminar on October 30th in Seattle, Washington.

AFS will host a two-part hybrid program (with a reception to follow) in our Chicago office, addressing timely topics for family offices, private clients, and their advisors. Speakers include AFS Partners David Blickenstaff, Adam Diederich, and Kevin Matz, and Associate Kirstie Brenson.

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.

ArentFox Schiff is pleased to announce the addition of partner Lauren Wolven to its growing Private Clients, Trusts & Estates practice in the firm’s Chicago office. Lauren brings over two and a half decades of experience in estate, tax, and succession planning. Her clients include high-net-worth individuals, corporate fiduciaries, and middle market business owners.

Over time, trusts have become much more complicated. They may own a wide variety of assets, including residences, real estate, interests in family business, and interests in increasingly complex financial instruments.

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”

ArentFox Schiff is pleased to announce that 132 attorneys have been recognized by The Best Lawyers in America 2026, with two attorneys highlighted as “Lawyers of the Year” and 66 attorneys listed as “Ones to Watch.”

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.

On July 4, President Trump signed into law the “One Big Beautiful Bill Act (OBBBA),” more formally known as “H.R.1 – An Act to provide for reconciliation pursuant to title II of H. Con. Res. 14.”

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

Part seven of our Family Office University event series was hosted in person in Los Angeles on July 31st, with web viewing available.

ArentFox Schiff is pleased to announce that the firm’s Private Clients, Trusts & Estates group and 11 partners have been recognized by the Chambers High Net Worth (HNW) 2025 guide, which ranks the top attorneys and law firms for excellence in private wealth law.

Andrew Katzenberg will present at the NYU Advanced Trusts & Estates Conference on July 18, 2025.

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.

After a rollercoaster of activity related to the federal Corporate Transparency Act (CTA), the US Treasury Department (Treasury) announced on March 2 that it will not enforce any penalties or fines associated with beneficial ownership information reporting for US reporting companies.

Allison Pfeifle, Fredrick Weber, and Joe Blumberg of ArentFox Schiff will speak at the IICLE Estate Planning Short Course in Champaign, May 5-6, 2025, and in Chicago, May 19-20, 2025.

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