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LOCATION: Bethesda Hyatt Hotel Rooftop Meeting Room | One Bethesda Metro Center (7400 Wisconsin Ave), Bethesda, Maryland
UID:1884220200123T130000ZA Planned Giving Potpourri—New Developments, and Some Old Tricks and Traps
DTSTAMP:20260423T171207Z
DESCRIPTION:\n  \n \nThis meeting will be held jointly with the EPC of Montgomery County, MD\n Thank you to our breakfast sponsor\n \n\n \nProgram Description and Benefits: \nThis 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.\n \nSpeaker Biography:\nMr. 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.\n \nLogistics:\n 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
SUMMARY:A Planned Giving Potpourri—New Developments, and Some Old Tricks and Traps - Washington, D.C. Estate Planning Council 
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