Insights on Private Clients, Trusts & Estates
293 total results. Page 3 of 12.
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.
2023 was a pivotal year for the beverage and food industry globally, creating new categories of winners and losers across the board. With a full year of operations largely relieved of pandemic-era restrictions, restaurant companies that survived the pandemic posted record numbers.
Private companies and their owners face ever-evolving challenges as the market sees new regulations, new deal trends, and new risks in 2024. Below are 10 issues that the owners and leaders of privately held companies should consider in 2024.
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.
Tom Abendroth, Christine Quigley and Kevin Matz will present a panel discussion on January 31, 2024. The webinar is sponsored by WealthManagement.com.
The US Department of the Treasury (Treasury Department) and Internal Revenue Service (IRS) recently published proposed regulations under Section 4966 to provide additional guidance on several issues related to creating and administering a donor-advised fund (DAF).
ArentFox Schiff’s clients report being inundated with notices from registered agents and other service providers to comply with the Corporate Transparency Act (CTA), a new law that will require many existing and newly formed entities to register with and disclose beneficial ownership information to the US government’s Financial Crimes Enforcement Network (FinCEN) beginning on January 1, 2024.
Kevin Matz will present at the 58th Annual Heckerling Institute on Estate Planning on January 11, 2024.
ArentFox Schiff is pleased to announce the election of 16 new partners, effective January 1, 2024.
On November 29, the US Treasury Department’s Financial Crimes Enforcement Network (FinCEN) issued a final rule extending the Corporate Transparency Act (CTA) deadline to file initial beneficial ownership information (BOI) reports for entities created or registered in 2024.
Fred Weber will participate in a panel presentation on estate planning and administration for digital assets at the STEP Bermuda Conference 2023 on November 30, 2023.
The Tax Cuts and Jobs Act of 2017 (TCJA) significantly increased the lifetime estate and gift tax exemption from $5.6 million to $11.18 million for individuals, with adjustments for inflation starting in 2018.
Fredrick Weber will speak at a special Heritage Auctions event on November 8, 2023, from 6 - 7:30PM, at the Heritage Auctions Studio and Gallery in Chicago.
ArentFox Schiff is proud to be a sponsor of the 60th Annual Hawaii Tax Institute Conference, where partners Adam Diederich, Brian Janowsky and Andrew Katzenberg will speak.
ArentFox Schiff has been awarded 62 top rankings in the 2024 edition of Best Law Firms® which recognizes firms for professional excellence based on consistently positive ratings from clients and peers.
As we highlighted in the Family Office Newsletter’s pages in June, the Corporate Transparency Act (CTA) is slated to go into effect on January 1, 2024.
Tom Abendroth will speak at the 45th Annual Duke University Estate Planning Conference on October 19, 2023.
Christine Quigley will speak at an ABA webinar co-hosted by the Special Committee On Career and Wellness of the ABA Section of Real Property, Trust and Estate Law & Section of Taxation webinar on October 19, 2023.
ArentFox Schiff hosted the third session of our AFS Family Office University, an ongoing series of in-person and virtual events hosted by our Private Clients, Trusts & Estates Practice Group.
On September 27, 2023, H.R. 5761, the “Opportunity Zones Transparency, Extension and Improvement Act” was introduced as bipartisan legislation in the US House of Representatives.
Kevin Matz will present at the Estate Planning Council of Northern New Jersey on October 18, 2023.
Fredrick Weber will speak at the monthly CLE luncheon hosted by the Chicago Estate Planning Council on October 18, 2023.
Sarah Kerr Severson and Angelica Russell-Johnson will speak at the Beverly Hills Bar Association, Trusts and Estates Section on October 12, 2023.
Kevin Matz will speak at the American Law Institute Continuing Legal Education’s virtual conference on October 6, 2023.
Private foundations are a favored vehicle for many charitably inclined clients — particularly those who seek to take a hands-on approach to their charitable mission while establishing a lasting legacy for their families.