Speaker: Andy Katzenstein
Topic: Annual Update on Estate, Gift and Generation-Skipping Tax Law
Andy will discuss some of the most recent cases and rulings.
ABOUT OUR SPEAKER:
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.