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 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 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.
ArentFox Schiff is pleased to announce that Holly M. Bastian and Molly F. James have been recognized by the Washingtonian on the 2026 “Top Financial Adviser” list.
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.
ArentFox Schiff is pleased to announce that Ilana Bley has joined the firm’s Private Clients, Trusts & Estates practice in Chicago as a partner, the latest in a series of partner additions to the practice over the last 12 months.
AFS partner Brian Janowsky of the Private Clients, Trusts & Estates Group will present on identifying and avoiding common drafting pitfalls during The Art of Drafting Well webinar, hosted by the American Bar Association.
On December 19, New York Governor Kathy Hochul vetoed S8432/A8662, a bill to amend the New York LLC Transparency Act that would have decoupled it from the federal Corporate Transparency Act (CTA) definitions.
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.
AFS partner Kevin Matz and his co-author Shifra Herzberg summarize the IRS’s initial guidance on new “Trump accounts” created under IRC Section 530A to promote children’s long-term savings in his latest article for Wealth Management.
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 Tom Abendroth will co-present in a webinar for the American Bankers Association (ABA) 2025 Wealth Management and Trust Webinar Suite on December 4.
AFS Partner Lauren Wolven will speak at the 2025 Real Property, Probate & Trust Law Section and Business & Corporations Section Seminar on December 4 in Bismarck, North Dakota.
AFS Partner Tom Abendroth co-presented in a webinar for the American Bankers Association (ABA) 2025 Wealth Management and Trust Webinar Suite on November 6.