Estate Planning Update
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Estate Planning Update
Date: Monday, September 9, 2024
Time: 11:45am - 1:15pm
Location: Saint Louis Club 7676 Forsyth Blvd., Clayton, MO 63105
Speaker: Andrew M. Katzenstein, Esq. Proskauer Rose LLP
About the presentation: This presentation will discuss the latest estate, gift and generation-skipping tax cases and rulings, and also other current developments in estate planning.
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CPA's - CPE Credit Note: To be awarded the full credits, you must be responding to three out of the four polling questions asked during the program on ZOOM.
Continuing Education 50 minutes
EPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP
CPE Information for CPAs
The sponsor assures that the program content and program level is appropriate for the intended participants.
Participants will:
Learning Objectives:
Upon completion of the course, you should be up to date on the latest cases and rulings in the estate and gift tax area. This should facilitate proper advice for clients having knowledge of the latest cases and rulings.
The sponsor assures that the program content and program level is appropriate for the intended participants.
Participants will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Additional Information:
Delivery Method: Group Live/Group Internet Based
Program Level: Basic
Pre-requisite: NONE
Who should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals?
Refunds and Cancellations: All attendees are required to register in advance. If you reserve and are unable to attend, please cancel your reservation at least 3 working days in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.
Estate Planning Council of St. Louis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
National Registry of CPE Sponsors Number 109467
CTFA
CTFA 1.25 CE credit
CFP
Upon completion of this course, you should be able to:
Be up to date on the latest cases and rulings in the estate and gift tax area. This should facilitate proper advice for clients having knowledge of the latest cases and rulings.
About the Speaker: Andy is a partner at Proskauer Rose LLP in the Private Client Services Department. He is based in the Los Angeles office.
Andy’s practice is focused on estate, gift, income tax of trust, and generation-skipping tax planning. He also helps resolve disputes between trustees and beneficiaries, and provides advice on the establishment and operation of charitable entities. Andy also handles post-death administration of wills and trusts.
Andy received his BA from the University of Michigan and his JD from the University of Michigan School of Law. He earned an LLM in Taxation from the University of San Diego School of Law. Andy has taught estate planning courses at UCLA, Golden Gate, and the University of San Diego Law Schools. He currently teaches Estate and Gift Tax at USC Law School and Estate Planning in UC Irvine Irvine’s LLM program.
Andy is an ACTEC member. He is rated ‘Band One’ in Chambers, both Nationally and in the Western Region of the United States. He speaks regularly at the USC Tax Institute and the Hawaii Tax Institute.
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