Insights on Wealth Transfer Strategies

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.

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

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.

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.

Tom Abendroth, Christine Quigley and Kevin Matz will present a panel discussion on February 6, 2025. The webinar is sponsored by  WealthManagement.com.

Tom Abendroth will present during two sessions at the 2025 Heckerling Institute.

Fred Weber will present at the National Association of Charitable Gift Planners Annual Conference in Orlando, FL, on October 30, 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.

Conference Chair, Kevin Matz, will be speaking at two sessions of the NYSSCPA’s Estate Planning Conference on May 23, 2024.

Angelica Russell-Johnson and Fredrick Weber will present at the Washington, D.C. Estate Planning Council on March 27, 2024.

Kevin Matz will review topics from the recent Heckerling Institute on Estate Planning on February 16, 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.

Allison Pfeifle, Oliver Merrill, Jessica Birnbaum and Luke Harriman will present at the Chicago Estate Planning Council’s five-part Fundamentals Course February 6-20, 2024.