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65 Insights found for Private Clients, Trusts and Estates > Estate Planning
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Event
Event

Drafting Estate Planning Documents

2020 Fundamentals Course Series

Location:
Chicago, Ill.
Event

Fiduciary Litigation Roundtable

American Bankers Association

Event
Event

Opportunities in a World Gone Mad

Sterling Trustees LLC

Location:
Webinar
Event

Tax Planning for Closely-Held Business Interests Before a Liquidity Event

32nd Annual RPTE National CLE Conference

Location:
Webinar
Event

529 Planning

National Association of Estate Planners & Councils

Location:
Webinar
Event

64th Annual Estate Planning Short Course

IICLE – Illinois Institute for Continuing Legal Education

Location:
Webinar
Event

Am I Doing this Right? A One-Year Checkup on the Illinois Trust Code

IICLE – Illinois Institute of Continuing Legal Education

Location:
Webcast
Event

Drafting Estate Planning Documents

2021 Estate Planning Fundamentals Course

Location:
Webinar
Event

Estate Planning with Entities

American Law Institute Continuing Legal Education

Location:
Webinar
Event

Lessons From the Tax Court Decision in the Estate of Michael Jackson

ACTEC Trust & Estate Talk

Location:
Podcast
Event

Northwestern Pritzker School of Law Panel Discussion

Hosted by the Chicago Estate Planning Council

Location:
Webinar
Event

NYSSCPA Estate Planning Conference

New York State Society of Certified Public Accountants

Location:
Webinar
Event

Post-Mortem Planning Techniques

American Bankers Association 2021 Wealth Management and Trust Webinar Series Suite

Location:
Webinar
Event

Qualified Opportunity Funds and Opportunity Zones

Federal Tax Day

Location:
Webinar
Event

The Senate Went Blue, What Should Estate Planners Do?

American Law Institute Continuing Legal Education/The American College of Trust and Estate Counsel

Location:
Webinar
Event

U.K. Tax Traps for the Unwary American

Real Property Trusts and Estates Section of the American Bar Association

Location:
Webinar
Event

Wealth Transfer Strategies: Changes and Opportunities

Family Wealth Alliance 2021 Fall Forum

Location:
The Union League Club, Chicago, IL
Event

What You Need to Know About Significant Proposed Changes Affecting Estate Planning

ABA Section of Real Property, Trust & Estate Law

Location:
Webinar
In The News
News Release

Schiff Hardin Expands Trusts & Estates Practice With Addition of Susan T. Bart in Chicago

Schiff Hardin LLP today announced that Susan T. Bart has joined the firm’s Private Clients, Trusts and Estates Group as a partner in the Chicago office.

Event

Do Trusts Really Create Trust Fund Babies?

40th Annual Duke University Estate Planning Conference

Location:
Durham, N.C.
News Release

Schiff Hardin Adds Michael K. Moyers as Partner and Two Associates to Growing Trusts & Estates Practice in Chicago

Schiff Hardin LLP today announced that Michael K. Moyers has joined the firm’s Private Clients, Trusts and Estates Practice Group as a partner in the Chicago office, along with two associates.

News Release

Bart Compiles ACTEC Comprehensive Pocket Tax Guide

Schiff Hardin LLP is pleased to announce that Partner Susan Bart served as one of the compiling editors for the American College of Trust and Estate Counsel (ACTEC) Pocket Tax Tables guide.

News Release

Schiff Hardin Joins the Family Wealth Alliance

Schiff Hardin LLP is pleased to announce its membership in the Family Wealth Alliance (FWA), a multifamily wealth organization whose member firms serve approximately 7,000 private families around the country and advise on approximately $2.5 trillion of assets.

Trending Legal Issue
Trending Legal Issue
Alert

Does a Repeal of the Death Tax Mean No Tax at Death?

Donald Trump’s election has raised the question of whether the federal estate tax will be repealed. Our recommendation: Do not stop planning based on the assumption that the estate tax is going away forever, and continue to use trusts because of the long-term wealth preservation benefits they provide.

Alert

IRS Issues Proposed New Regulations to Restrict or Eliminate Valuation Discounts

Proposed regulations released August 2, 2016 would permanently and profoundly change estate planning for families that own a controlling interest in a privately held corporation, partnership, or limited liability company.

Article
Alert

New Jersey Repeals The State’s Estate Tax

On October 14, 2016, Governor Chris Christie signed new legislation repealing the state’s estate tax for those dying after January 1, 2018. This new legislation provides a significant benefit to many New Jersey estates which could have otherwise owed a substantial amount of state estate tax upon the Decedent’s death.

Alert

Wealth Transfer Planning By the Numbers: The Unofficial 2017 Exclusions and Brackets

The official inflation adjustments for 2017 will not be released by the Treasury Department until late 2016, but the expected adjustments have been calculated for certain important wealth transfer numbers.

Alert

Estate Planning: How to Manage Digital Property Assets

Fiduciaries and family members often face challenges in managing the digital property owned by a person who has passed away or become disabled, especially if there is no plan and authorization for the management of those assets.

Alert

Increases to Gift and Estate Tax Exclusions Projected for 2018

Increases to the annual gift tax exclusion, and the U.S. estate tax, gift tax, and generation-skipping transfer tax (GST) exemptions are projected for 2018, providing favorable opportunities for tax-efficient wealth transfers.

Alert

UPDATE: Increases to Gift and Estate Tax Exclusions in 2018

The Internal Revenue Service announced increases to the annual gift tax exclusion, and the U.S. estate tax, gift tax, and generation-skipping transfer tax (GST) exemptions for 2018, providing favorable opportunities for tax-efficient wealth transfers.

Alert

New Pass-Through Deduction Presents Tax Planning Opportunities for Pass-Through Owners

The Tax Cuts and Jobs Act (the “Act”) will dramatically change the tax treatment of income from many partnerships, limited liability companies, and S corporations.

Article
Alert

Three Ways for Gen X, Y, and Z’ers to Get Educated About Family Finances

As the holidays approach and gatherings are planned, you may be considering how and when to carve out time to discuss elements of your family finances while your loved ones are together for a visit.

Article
Alert

Enhanced Opportunity for GRATs as a Powerful Estate Planning Technique

The Internal Revenue Service (IRS) just released one of the all-time low interest rates applicable to certain wealth transfer techniques, including grantor retained annuity trusts (GRATs).

Alert

How the SECURE Act Affects Retirement and Estate Planning

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was signed into law in December 2019, introduces a number of new rules and provisions that impact retirement savings in both employer-sponsored and individual retirement plans.

Article
Alert

2021 Estate Planning Outlook: Transfer Tax Changes on the Horizon

The big question in the estate planning world today is whether, when, and to what extent Congress will enact changes to gift, estate, and income tax laws.