Professional Advisors Seminar

Featuring Lawrence P. Katzenstein

 

SAVE THE DATE
Date: Tuesday, July 14, 2015
Where: The Lodge at Whitefish Lake
Time: 8:30 a.m.
Cost: $40 Per Registrant ($50 after July 1)
Credit: 3 Credit Hours
Who’s Invited:  Professional Advisors, Nonprofits Board Members and Staff who hold endowment funds with the Whitefish Community Foundation

 

REGISTER HERE or PRINT the registration form and mail a check to:
Whitefish Community Foundation
P.O. Box 1060
Whitefish, Montana 59937

 

“How Planned Giving Can Increase Your Clients’ and Donors’ Ability to Help Charity”
Presented by Lawrence P. Katzenstein

Lawrence Katzenstein is a nationally known authority on estate planning and planned giving, and a frequent speaker around the country to professional groups. He has been retained by the Internal Revenue Service to provide continuing legal education programs to Internal Revenue Service estate and gift tax attorneys.  He appears annually on several American Bar Association-American Law Institute estate planning programs and has spoken at many other national tax institutes, including the Notre Dame Tax Institute, the University of Miami Heckerling Estate Planning Institute and the Southern Federal Tax Institute.

Katzenstein is 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 current chair of several Tax Section charitable planning subcommittees. He is a fellow of the American College of Trust and Estate Counsel and a member of its Charitable Planning Committee and a member of the advisory board of the New York University National Center on Philanthropy and the Law. He is listed in The Best Lawyers in America® 2015 (Copyright 2014 by Woodward/White, Inc., of Aiken, S.C.) in the field of Trusts and Estates. 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®. He was nationally ranked in the 2009-2014 editions of Chambers USA for Wealth Management. Larry Katzenstein is also the creator of Tiger Tables actuarial software, which is widely used by tax lawyers and accountants as well as the Internal Revenue Service.