Insights on Family Office

AFS Counsel Fredrick Weber will present at the Greater North Shore Estate & Financial Planning Council’s breakfast meeting on September 16, 2026, in Skokie, Illinois.

ArentFox Schiff Partners Kevin Matz, Brian Janowsky, and Tracy McLaughlin will present “Qualified Opportunity Zones and Estate Planning After OBBBA” during a Strafford webinar on July 30, 2026.

The Internal Revenue Service (IRS) released Notice 2026-40 on June 18, announcing that proposed regulations regarding qualified opportunity zones (QOZs) under §§ 1400Z-1 and 1400Z-2 of the Internal Revenue Code are forthcoming and providing long-anticipated transitional guidance relating to qualifying investments thereunder.

ArentFox Schiff Partner Kevin Matz will be presenting at the NYU Summer Tax Institute Advanced Trusts and Estates Conference in New York City on July 24, 2026.

ArentFox Schiff Partner Lauren Wolven will be a panelist at the STEP Chicago Conference on July 16, 2026.

Family Office Industry Co-Leader Kevin Matz was featured on the Internal Revenue Service’s (IRS) most recent guidance regarding Trump account contributions that resolves most concerns about potentially burdensome gift tax reporting requirements.

AFS Partner Lauren Wolven will be a panelist at the WTTW | WFMT Annual Professional Advisor Seminar, sponsored by Northern Trust, in Chicago on June 17, 2026.

ArentFox Schiff Partners Todd Angkatavanich and Kevin Matz will be presenting at the 2026 Summer Symposium & Social hosted by the San Francisco Estate Planning Council on June 12, 2026.

AFS Partner Todd Angkatavanich presented at the STEP New York program, “Structuring and Integration of the New Family Office: Redefining Advisory Relationships,” in New York on June 9, 2026.

On April 20, the Delaware Court of Chancery issued a post-trial opinion in DSM HoldCo, Inc. v. Demoulas, upholding the termination of Arthur T. Demoulas as president and CEO of the Market Basket grocery store chain.

ArentFox Schiff will be hosting the NYCPA Estate Planning Conference, long recognized as one of the premier estate planning programs in the Northeast, on May 21 in New York.

AFS Partner Todd Angkatavanich and Senior Associate Maggie Lopez will speak at a Boston Bar Association webinar on May 14.

On April 6, the US Department of the Treasury and the Internal Revenue Service (IRS) published Revenue Procedure 2026-14 (Designation Guidance) to provide guidance for the nomination of census tracts to be designated as qualified opportunity zones (OZs) under the now-permanent OZ regime under §§ 1400Z-1 and 1400Z-2 of the Internal Revenue Code, as amended by § 70421 of Public Law 119-21, 139 Stat. 72, 223 (July 4, 2025), commonly known as the One, Big, Beautiful Bill Act (OBBBA).

AFS Partner Tracy L. McLaughlin will present on May 5, 2026, at the New York City Bar’s webinar “Ownership of Cooperative Apartments and Condominiums by Trusts: An Overview of Popular Trusts and Obtaining Transfer Approval from Cooperative Boards.”

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

ArentFox Schiff is pleased to announce that the firm was recognized in The Legal 500’s inaugural US Private Client guide in the New York: Private Wealth practice area.

ArentFox Schiff is pleased to announce that Family Office Industry Group Co-Leader Kevin Matz has been named to the Forbes 2026 America’s Best-In-State CPAs list.

AFS Partner Todd Angkatavanich will teach a course on Chapter 14 of the Internal Revenue Code during the first session of Class III of the New England Fellows Institute in Newton, MA, on April 16, 2026.

On March 4, 2025, the US Court of Appeals for the Second Circuit in Estate of Kalikow v. Comm’r., 135 AFTR 2d 2025-831 (2d Cir. 2025), upheld the US Tax Court’s prior ruling in Estate of Kalikow v. Comm’r., T.C. Memo. 2023-21, and affirmed that a settlement resolving an undistributed income claim against a Qualified Terminable Interest Property (QTIP) trust in favor of the decedent’s estate did not reduce the value of the assets included in the estate.

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

Later this year marks the 15th anniversary of the US Securities and Exchange Commission’s adoption of Rule 202(a)(11)(G)-1 under the Investment Advisers Act of 1940 (the Family Office Rule).

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

Family offices enter 2026 amid structural changes across tax policy, fiduciary law, and regulatory administration. The One Big Beautiful Bill Act (OBBBA or OB3) resets key elements of the private wealth landscape, while cautionary tales lurk in marital trust planning and recent Internal Revenue Service (IRS) challenges to grantor retained annuity trusts (GRATs).

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

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.