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.
ArentFox Schiff Partners Amal Dave, Kristen Hosack Pace, and Ankit Shrivastava collaborate with UBS Private Wealth Management to present a panel on succession and generational transfer at AAHOA Washington, DC Regional Conference & Trade Show.
ArentFox Schiff is pleased to announce that 130 attorneys have been recognized by The Best Lawyers in America 2024, with an additional four attorneys highlighted as “Lawyers of the Year” and 69 attorneys listed as “Ones to Watch.”
Across industries, professionals are talking about the opportunity and utility of artificial intelligence (AI). In the estate planning and family office realms, two fields that require a distinctly human touch, advisors wonder how can artificial intelligence be leveraged, if at all?
There are two separate significant IRS challenges to grantor retained annuity trusts (GRATs) in the context of ongoing merger negotiations that have garnered considerable attention going back to 2019.
ArentFox Schiff is pleased to announce that the firm’s Private Clients, Trusts & Estates Group and 10 partners have been recognized by Chambers High Net Worth 2023 guide, a publication that ranks the top attorneys and law firms for international private wealth.
On September 14, 2022, The New York Times published an article detailing the Chouinard family’s transfer of the majority of their ownership interests in Patagonia to a 501(c)(4) nonprofit organization.
In certain circumstances, shareholders of corporations and members of limited liability companies can obtain confidential communications between corporate management and the company’s attorney that would otherwise be protected by the attorney-client privilege.
Now is a good time to review your trust instruments, family office documents, or company’s governing documents and succession plans to ensure you are prepared to deal with whatever the future brings before it happens.
Fredrick Weber will present two sessions at the North American Division of Seventh-day Adventists Planned Giving & Trust Services (PGTS) Biennial Conference on August 9, 2023.
“Portability,” the concept of being able to leave one’s unused applicable exclusion amount to his or her surviving spouse, has increased the options in planning to enable married couples to reduce estate taxes.
Family offices routinely create, manage, and invest in multiple entities, including corporations, limited liability companies, and partnerships. For entities formed or operating in the United States, there has never been a comprehensive national requirement to disclose ultimate beneficial ownership.