LA Estate Planning Cte: Year-End Estate and Gift Update:New Cases, Rulings & Legislation | G2101217

Date :
December 13, 2017 11:30 AM - 2:00 PM
Location :
West Los Angeles
Facility :
Olympic Collection
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Level of Difficulty :
Update
CPE Credits :
CPE 2.00, MCLE 1.50, CFP 2.00
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Join us to hear Andy Katzenstein, Esq.,  Partner at ProsKauer Rose LLP, discuss new cases, rulings, and legislation in the estate and gift tax areas.

Objectives:

  • Learn latest laws/updates in estate and gift tax.
  • Gain insight into possible changes in tax law in the future.
  • Understand implications for planning and tax preparation.

Major Subjects:

New estate and gift cases, rulings and legislation

Advanced Prep:

None

Misc. Information:

Online registration is closed the day of the meeting. We encourage you to attend and pay at the door. To ensure there is space available, call Program Associate Tracey Zink at (818) 546-3554. Plan to arrive at 11:30 a.m.
•Fees: $50/member, $60/nonmember
•Add $10 for same day and at door registration
•Parking and lunch included
•Address: Olympic Collection Banquet Hall and Conference Center, 11301 Olympic Blvd., W. LA 90064
Level of Difficulty:
Update
Field of Interest:
Taxes
Prerequisites:
Some knowledge of estate tax is preferred.
Designed For:
CPAs interested in estate planning, attorneys and other professional staff.

Instructors

Andrew M. Katzenstein, Esq.

Andrew M. Katzenstein is a partner in the private client services department in the Los Angeles office of Proskauer Rose LLP where he assists high net worth individuals, companies and charitable organizations with all aspects of tax and estate planning. He focuses his practice on tax planning matters, which include estate, gift and generation-skipping tax planning, as well as income tax of trust planning, probate and trust administration matters, resolving disputes between fiduciaries and beneficiaries, and charitable planning.

Katzenstein graduated from the University of Michigan, magna cum laude, with a bachelor’s degree in political science in 1979; and from the University of Michigan Law School in 1982, with high honors, with his juris doctor degree. He received his master of laws in taxation from the University of San Diego School of Law in 1990.

Katzenstein has served as chair of the Beverly Hills Bar Association’s Probate and Trust Law Section, and the Los Angeles County Bar Association’s Estate and Gift Tax Committee. He also taught estate and gift tax at UCLA Law School for more than 15 years. Katzenstein teaches the estate and gift tax course at USC Gould School of Law and is a member of the American College of Trust and Estate Counsel. He also serves on the Executive Committee of the State Bar of California’s Trusts and Estates Section.

No Agenda or Materials posted.