A Planned Giving Potpourri—New Developments, and Some Old Tricks and Traps

Date: Thursday, January 23, 2020
Time: 8:00am - 9:30am
Location: Bethesda Hyatt Hotel Rooftop Meeting Room | One Bethesda Metro Center (7400 Wisconsin Ave), Bethesda, Maryland
Speaker: Lawrence P. Katzenstein | Thompson Coburn LLP

 This meeting will be held jointly with the EPC of Montgomery County, MD
Thank you to our breakfast sponsor

Program Description and Benefits: 
This presentation will provide a review of current developments and charitable planning ideas, including a number of charitable giving often-overlooked issues, a discussion of what charities need to do to monitor estates in which they are beneficiaries, charitable pledge tax issues, and funding of year-end charitable remainder unitrusts.

Speaker Biography:
Mr. Katzenstein is a nationally known authority on estate planning and exempt organizations, and a frequent speaker around the country to professional groups. He divides his practice between representation of wealthy individuals in estate and philanthropic planning and serving as outside counsel to exempt organizations nationwide. Mr. Katzenstein has served as an adjunct professor at the Washington University School of Law where he has taught both estate and gift taxation and fiduciary income taxation. A former chair of the American Bar Association Tax Section Fiduciary Income Tax Committee, he is active in several Tax Section and American College of Trust and Estate Counsel (ACTEC) charitable planning committees. He is listed in Best Lawyers in America® 2015 (Copyright 2014 by Woodward/White, Inc., of Aiken, S.C.) in the field of Trusts and Estates. Mr. Katzenstein was named the St. Louis Non-Profit/Charities Lawyer of the Year in 2011 and 2015, and the St. Louis Trusts and Estates Lawyer of the Year in 2010 and 2013 by Best Lawyers in America®. He was nationally ranked in the 2009-2019 editions of Chambers USA for Wealth Management. He has served as a member of the advisory board of the National Center on Philanthropy and the Law at New York University. Mr. Katzenstein is also the creator of Tiger Tables actuarial software, which is widely used around the country by tax lawyers and accountants.  He received his undergraduate degree from Washington University in St. Louis and his law degree from Harvard.

Logistics:

  • Cost: $30 for members | $35 for guests and emeritus members
  • Guests warmly welcome when accompanied by a member
  • Via Metro: Bethesda Station on the Red Line
  • Via Car: Paid Parking is available in the garage accessible from the front of the hotel on Wisconsin Avenue or from the One Metro Center entrance on Woodmont Avenue. 
  • Buffet breakfast will be served

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