2020 Fundamentals Course Series
American Bankers Association
Sterling Trustees LLC
32nd Annual RPTE National CLE Conference
National Association of Estate Planners & Councils
IICLE – Illinois Institute for Continuing Legal Education
IICLE – Illinois Institute of Continuing Legal Education
2021 Estate Planning Fundamentals Course
American Law Institute Continuing Legal Education
New York City Bar, 2021 Mortimer H. Hess Memorial Lecture
ACTEC Trust & Estate Talk
Hosted by the Chicago Estate Planning Council
New York State Society of Certified Public Accountants
American Bankers Association 2021 Wealth Management and Trust Webinar Series Suite
Federal Tax Day
American Law Institute Continuing Legal Education/The American College of Trust and Estate Counsel
Real Property Trusts and Estates Section of the American Bar Association
Family Wealth Alliance 2021 Fall Forum
ABA Section of Real Property, Trust & Estate Law
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.
The New York Times
40th Annual Duke University Estate Planning Conference
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.
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.
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.
Donald Trump’s election has raised the question of whether the federal estate tax will be repealed.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.
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.
Leading Lawyers Magazine
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.
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.
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.
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.
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.
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.
Trusts & Estates
ABA Trust Letter
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.
New York Law Journal
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).
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.
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.