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).
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.
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.
ArentFox Schiff has been awarded 62 top rankings in the 2026 edition of Best Law Firms®, which recognizes firms for professional excellence based on consistently positive ratings from clients and peers.
ArentFox Schiff Partner Tracy McLaughlin, Private Clients, Trusts & Estates, will present on charitable trusts for estate and income tax savings at the NYSSCPA Tax and Financial Planning for Individuals Conference in New York on November 6, 2025.
ArentFox Schiff Partners Todd Angkatavanich, Dave Blickenstaff, and Kevin Matz will present at the 51st Annual Notre Dame Tax & Estate Planning Institute.
AFS will host a two-part hybrid program (with a reception to follow) in our Chicago office, addressing timely topics for family offices, private clients, and their advisors. Speakers include AFS Partners David Blickenstaff, Adam Diederich, and Kevin Matz, and Associate Kirstie Brenson.
ArentFox Schiff is pleased to announce that 132 attorneys have been recognized by The Best Lawyers in America 2026, with two attorneys highlighted as “Lawyers of the Year” and 66 attorneys listed as “Ones to Watch.”
Fredrick Weber will co-present with Andrew Fussner of the American Heart Association in a webinar for the National Association of Charitable Gift Planners on August 19th.