December 19, 2023 – A Potpourri of Charitable Planning Tricks and Traps

December 19, 2023

A Potpourri of Charitable Planning Tricks and Traps

Presented by Lawrence P. Katzenstein, JD

Larry will discuss a variety of charitable giving tricks and traps, and provide an update on any relevant proposed tax legislation and its potential impact in charitable giving.

Larry Katzenstein is a nationally known authority on estate planning and exempt organizations, and a frequent speaker around the country to professional groups. He represents wealthy individuals in estate and philanthropic planning and serves as outside counsel to exempt organizations nationwide. He received a law degree from Harvard University.