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142 Insights found for Practices > Private Clients, Trusts and Estates
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Event
Event

Preparing for Life Changes: A Woman’s Guide to Financial Readiness

BMO Private Bank panel on financial planning for women

Location:
Chicago, Ill.
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Utilizing Supplemental Needs Trusts

New York State Bar Association, Elder Law and Special Needs Section

Location:
New York, NY
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A New Look at Distribution Standards

American Bankers Association 2017 Trust and Estate Planning Series

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Annual Business Valuation Symposium: A Guide to the Changing Legal Environment

Illinois Institute for Continuing Legal Education

Location:
Chicago, Ill.
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Challenges in Trust and Estate Valuation

Lorman Education Services Webinar

Event

Common Drafting Issues in Estate Planning

American Bar Association Joint Meeting of the Taxation and Real Property, Trusts and Estates Section

Location:
Austin, Texas
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Current Developments – and Time Tested Principles – of Planning with Valuation Discounts

Illinois Institute for Continuing Legal Education, 60th Annual Estate Planning Short Course

Location:
Chicago, Ill.
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Decanting of Irrevocable Trusts

Estate Planning Council of Greater Joliet November Meeting

Location:
Lockport, Ill.
Event

Diagnostic Tools for Estate and Business Succession Planning

10th Annual Trusts & Estates Seminar

Location:
Bolingbrook, Ill.
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Do Trusts Really Create Trust Fund Babies?

Chicago Estate Planning Council

Location:
Chicago, Ill.
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Engaging with Millennials Now Strengthens Key Relationships

Fiduciary Advice in Action, Wells Fargo Webinar

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Estate Planning for Private Equity and Hedge Fund Principals

Georgia Society of Certified Public Accountants 2017 Georgia Federal Tax Conference

Location:
Atlanta, Ga.
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Fiduciary Litigation Roundtable

American Bankers Association 2017 Trust and Estate Planning Series

Event

Partners Speak at FOX Trustees and Beneficiaries Workshop

Family Office Exchange (FOX)

Location:
Atlanta, Ga.
Event

Planning for Financial Services Executives

RSM’s 9th Annual New York Investment Industry Summit

Location:
New York, N.Y.
Event

Planning for Portability

The Chicago Bar Association Trust Law Committee Meeting

Location:
Chicago, Ill.
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Planning for the Elderly: What Can and Should Be Done for an Increasingly Aging Population

American Bankers Association 2017 Trust and Estate Planning Series

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Planning in Illiquid Estates

American Bankers Association 2017 Trust and Estate Planning Series

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Event

Qualifying Gifts to Charities Outside of the U. S. for the Income Tax Charitable Deduction

54th Annual Hawaii Tax Institute

Location:
Honolulu, Hawaii
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Recent Developments in Estate and Trust Administration

American Bankers Association 2017 Trust and Estate Planning Series

Event

Recent Estate Tax Developments

Family Office Exchange Financial Executives Forum

Location:
Chicago, Ill.
Event

Retirement Benefits

American Bankers Association 2017 Trust and Estate Planning Series

Event
Event

2018 Estate Planning Update

Family Office Exchange

Event

Advanced Planning for the Generation-Skipping Tax

American Bankers Association National Graduate Trust School

Location:
Atlanta, Ga.
Event

Annual Exclusion Gifts and Other Gifting Strategies

American Bankers Association Telephone Briefing

Event

Basics of Estate, Gift, and Generation Skipping Transfer Tax

Chicago Estate Planning Council: 2018 Basics Course

Location:
Chicago, Ill.
Event

Basics of Estate Planning and Advanced Directives

Brooklyn Public Library

Location:
N.Y.
Event

Basics of Trust Administration

Lorman Education Services Webinar

Event

Business Succession: Abdicate? Affiliate? Alienate? Bifurcate? Syndicate? Liquidate? Vacillate? Don’t Wait. Cogitate and Participate.

Heckerling Institute on Estate Planning: Closing-Held Business Planning

Location:
Coral Gables, Fla.
Event

Creating the Ultimate Digital Asset Estate Planning Checklist

American Bar Association 2018 Fall Tax Meeting; Section of Taxation; Trust and Estate Law Division of the Section of Real Property, Trust and Estate Law

Location:
Atlanta, Ga.
Event

Decanting Issues

American Bankers Association

Event

Diversity in the Field of Estate Planning

Northwestern Pritzker School of Law

Location:
Chicago, Ill.
Event

Do Trusts Really Create Trust Fund Babies?

Kansas City Estate Planning Symposium

Location:
Kansas City, Kan.
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Event
Event

Estate Planning for Digital Assets

49th Annual Fall Tax Day, Committee of Banking Institutions on Taxation

Location:
New York, N.Y.
Event

Estate Planning for Medium-Sized Estates

American Bankers Association National Graduate Trust School

Location:
Atlanta, Ga.
Event

Estate Planning & Tax Implications

Texas Bankers Association Wealth Management & Trust Conference

Location:
Frisco, Texas
Event

Ethical Issues for Trust Professionals

American Bankers Association, 2018 Trust and Estate Planning Briefing Series

Event

Family LPs and LLCs: The Unwind

Heckerling Institute on Estate Planning: Closing-Held Business Planning

Location:
Coral Gables, Fla.
Event

Fiduciary Litigation Workshop

American Bankers Association

Event

How Safe Are Those Secrets? Privilege Pitfalls and Pointers for Fiduciaries and Beneficiaries

American Law Institute CLE, Representing Estate and Trust Beneficiaries and Fiduciaries 2018

Location:
Chicago, Ill.
Event

Illinois Uniform Powers of Appointment Act

Chicago Bar Association, Trust Law Committee

Location:
Chicago, Ill.
Event

Illinois Uniform Powers of Appointment Act

Illinois State Bar Association Continuing Legal Education

Location:
Chicago, Ill.
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Issues that Arise with Grantor Trusts

American Bankers Association

Event

Platinum Adventures Tax Seminar

Wintrust Community Banks

Location:
Lake Forest, Ill.
Event

Please, Don’t Put It There: Navigating the Prohibited Transaction and Minimum Distribution Rules in IRAs

61st Annual Estate Planning Short Course, IICLE

Location:
Champaign, Ill.
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Please, Don’t Put It There: Navigating the Prohibited Transaction and Minimum Distribution Rules in IRAs

61st Annual Estate Planning Short Course, IICLE

Location:
Chicago, Ill.
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Powers of Attorney and Financial Institutions: Oil and Vinegar?

Kansas City Estate Planning Symposium

Location:
Kansas City, Kan.
Event
Event

Tax & Estate Update: How Clients are Responding to the Recent Tax Law Changes

2018 FOX Family Office Forum

Location:
Chicago, Ill.
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The Impact of the 2017 Tax Act: What Trusts and Estates Professionals Need to Know

American Bankers Association Briefings

Location:
Teleconference
Event

Trust Administration in Illinois

Chicago Estate Planning Council: 2018 Basics Course

Location:
Chicago, Ill.
Event

Trust Decanting in Illinois

Chicago Bar Association Probate Practice Committee

Location:
Chicago, Ill.
Event

Trustee's Duty to Account and Disclose

American Bankers Association Telephone Briefing

Event

Unwinding FLPs and LLCs

55th Annual Hawaii Tax Institute

Location:
Honolulu, Hawaii
Event

Your Secrets Are Safe With Me (I Think) -- Protecting Privilege When Planning for Large Estates

American Law Institute Continuing Legal Education

Location:
Austin, Texas
News Release

25 Schiff Hardin Attorneys, 7 Practice Areas Ranked by Chambers USA 2016

Twenty-five Schiff Hardin attorneys and seven practice areas received leading rankings in the 2016 edition of Chambers USA: America’s Leading Lawyers for Business.

News Release

3 Schiff Hardin Attorneys, Private Clients, Trusts and Estates Group Ranked by Inaugural Chambers High Net Worth Guide

Chambers HNW 2016 is the publisher’s first directory for the private wealth market, recognizing the world’s leading high net worth advisers.

News Release

Eight Schiff Hardin practice areas earned a National Tier 1 ranking on the 2017 edition of the U.S. News – Best Lawyers® “Best Law Firms” list

The firm also earned 30 Metropolitan Tier 1 rankings across its Ann Arbor, Chicago, Dallas, New York, San Francisco, and Washington, D.C. offices.

News Release

Schiff Hardin Advises Client in Global M&A Network’s “U.S.A. ESOP Deal of the Year”

Schiff Hardin is pleased to have been counsel to E&M Ice Cream in a transaction that was recently awarded the “U.S.A. ESOP Deal of the Year” at the 2016 Americas M&A Atlas Awards by Global M&A Network.

News Release

Chambers High Net Worth 2017 Recognizes Two Schiff Hardin Attorneys

Schiff Hardin is pleased to announce that two attorneys were recognized in the 2017 edition of Chambers High Net Worth guide, a leading legal industry ranking.

In The News
News Release

Partner Thomas Abendroth Recognized with Austin Fleming Distinguished Service Award by Chicago Estate Planning Council

Schiff Hardin LLP is pleased to announce that Thomas Abendroth, partner and Private Clients, Trusts and Estates Practice Group leader, is the 2017 recipient of the Austin Fleming Distinguished Service Award by the Chicago Estate Planning Council.

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.

News Release

Sixth Schiff Hardin Attorney Elected ACTEC Fellow

Schiff Hardin LLP is proud to announce that Christine R. W. Quigley has been elected a fellow of the American College of Trust and Estate Counsel (ACTEC).

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

Schiff Hardin Attorneys Recognized as “Leaders in Their Field” in 2018 Chambers High Net Worth

Schiff Hardin is pleased to announce that six attorneys were recognized as “Leaders in Their Field” in the 2018 edition of Chambers High Net Worth, a legal industry ranking focused on the private wealth market.

News Release

Schiff Hardin Earns 38 Top-Tier Rankings by U.S. News – Best Lawyers

Schiff Hardin announced today that the firm earned top recognition for its marquee practices nationally and in key markets in the 2018 edition of U.S. News – Best Lawyers® “Best Law Firms.”

News Release

Schiff Hardin Named “Innovation Builder” by BTI

Schiff Hardin LLP has been singled out by corporate counsel as one of only 28 percent of law firms clients view as a BTI “Innovation Builder,” which recognizes firms that bring change to the legal market through new technology, services, strategies, or structures.

News Release

Schiff Hardin Recognized as an “Illinois Powerhouse” Law Firm

Schiff Hardin LLP is proud to announce that the firm has been named a 2018 “Illinois Powerhouse” by Law360 in recognition of its significant and precedent-setting work over the last year.

News Release

Schiff Hardin Recognized with 40 Top-Tier Rankings in U.S. News “Best Law Firms” Report

Schiff Hardin announced today that the firm has received 40 top-tier rankings and national recognition for its premier practices in the 2019 edition of U.S. News – Best Lawyers® “Best Law Firms.”

News Release

Thirteen Attorneys Named New York Metro Super Lawyers and Rising Stars

Schiff Hardin LLP is pleased to announce that 11 attorneys have been recognized on the 2018 New York Metro Super Lawyers list and two have been named Rising Stars.

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Alert

Colorado’s Use Tax Notification Statute May Become a Model for Other States

Earlier this month, the Supreme Court declined to hear an appeal challenging Colorado’s use tax notification statute. This decision could inspire other states to impose similar notification requirements on out-of-state vendors.

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

Tax Talk: When Reporting Gifts at Discounted Values, a Qualified Appraisal is Crucial

In this article, we explain what constitutes a qualified appraisal and identify some pitfalls to avoid.

Alert

The U.S. Estate Tax Reaches the Century Mark

The modern U.S. estate tax regime celebrates its 100th birthday this year. Each estate is taxed on the wealth it transfers to its beneficiaries, as opposed to the beneficiaries being taxed on the shares they receive.

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

Employer-Sponsored Charities May Allow Businesses to Help Employees Affected by Recent Disasters

The destruction caused by Hurricanes Harvey, Irma, and Maria and the wildfires in California have led to an outpouring of charitable gifts and donations.

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

Final Tax Reform Bill Bars Taxpayers from Prepaying State and Local Income Tax

The final tax reform bill expected to pass this week not only curtails the deduction for state and local income taxes and property tax, but also eliminates individuals’ ability to claim an itemized deduction by prepaying their 2018 state and local income taxes in 2017.

Alert

Funding Hurricane Relief: Limitations Suspended for Charitable Contributions

The President signed into law the Disaster Tax Relief and Airport and Airway Extension Action of 2017 last week, which provides tax incentives for those making charitable contributions to assist in the relief efforts underway in areas affected by Hurricanes Harvey, Irma, and Maria.

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

IRS Advisory May Limit Individuals’ Ability to Deduct 2017 Property Tax Prepayments

The IRS published guidance yesterday that may limit individuals’ ability to deduct prepayments in 2017 of real property tax not assessed until 2018 or later.

Alert

Summaries of State Decanting Statutes

Decanting is a technique that permits a trustee to make certain modifications to an irrevocable trust. While a few states permit decanting under the common law, about half of the states have adopted decanting statutes.

Alert

Tax Reform: House and Senate Have Agreement in Principle on Tax Reform

U.S. House and Senate Republicans have reached a deal that reconciles the differences between the House and Senate tax reform plans, paving the way for a final vote next week and final passage of tax reform by Christmas.

Alert

Treasury to Withdraw Proposed Regulations Restricting or Eliminating Valuation Discounts

The U.S. Department of the Treasury plans to withdraw proposed regulations issued in August 2016 that would have narrowed or eliminated taxpayers’ ability to claim valuation discounts on transfers of interests in family-controlled entities.

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

What’s Your Name, Man?

Alexander Hamilton did do a million things, and made his name known. If he was alive today, he likely would be very concerned about his name and its value and use after his death. He would benefit from planning concerning his right of publicity.

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10 Estate Planning Tips for Families with Beneficiaries with Special Needs

If your family includes a person with special needs, here are 10 tips to get you started on the right track to developing an estate plan that works for your family.

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ABLE Accounts: What They Are and What They Mean for Your Family

Individuals with disabilities and their families have many options to set aside funds without jeopardizing eligibility for means-tested government benefits.

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FAQs on the Use of the Gift Tax Medical and Tuition Expense Exclusion

Often grandparents or other family members or friends would like to make additional gifts but have already bumped up against their annual gift tax limits.

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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.

Alert

Qualified Opportunity Zones: An Introduction to New Opportunities under the 2017 Tax Cuts and Jobs Act

The IRS and Treasury Department issued proposed regulations that explain how investors can take advantage of the statute’s unique opportunity for deferral and exclusion of capital gains taxes by investing in designated distressed communities or QOZs.

Alert

Tax Reform One Year Later: Winners and Losers

One year has passed since significant tax law changes were enacted in December 2017. The overall impact of the Tax Cut and Jobs Act of 2017 (TCJA) on estate and tax planning for individuals and their families is close to what we expected — it’s been a mixed bag for taxpayers.

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