Planning in an Era of Transfer Tax Uncertainty

Date: Tuesday, May 23, 2017
Time: 5:30pm - 8:00pm
Location: Santa Ana Country Club | 20382 Newport Boulevard | Santa Ana 92707
Speaker: Andrew M. Katzenstein, Esq.


Mr. Katzenstein will discuss what the Trump administration has proposed regarding the estate, gift and generation skipping tax and the bills introduced in Congress.  He will also discuss what to do, and not to do, in planning for clients in this period of uncertainty as to where the transfer tax rules might ultimately end up.  

Speaker Bio

Andrew M. Katzenstein is a partner in the Private Client Services Department 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.

Chambers USA 2012 ranks Andy among the leading tax attorneys in the country and, based on client interviews, singled him out for his helpfulness and creativity. A client is quoted as saying, "he always contributes added value."

Andy is a much sought-after speaker on estate planning and probate issues and has recently appeared on CBS’ 48 Hours Mystery, NPR, and served as host of KFNX’s weekly radio talk show “Principal of the Matter,” which addressed a variety of trust and estate planning topics. He has published numerous articles in Estate Planning Magazine, the Journal of Taxation and Taxes Magazine, and was one of the principal contributors to the probate treatise "Marshall and Garb on Probate." 

A frequent lecturer on a variety of estate planning and tax related topics, appearing annually before the Los Angeles County, Beverly Hills and California State Bar Associations, Andy also has participated in the prestigious USC Tax Institute and the USC Probate and Trust Law Conference, and has lectured in Europe, Canada and across the United States. Andy has taught estate and gift tax law at USC Law School since 2009 and has taught estate tax at UCLA Law School since 1992. He previously taught estate planning and advanced estate planning in the Graduate Tax Program at the University of San Diego and at Golden Gate University.

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