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DTSTART:20250109T150000Z
DTEND:20250109T170000Z
LOCATION:Depot Restaurant and Via Zoom
UID:2661720250109T150000ZEstate Planning Updates
DTSTAMP:20260430T085533Z
DESCRIPTION:\nRSVPs for this event are closed.  Please call Angela at 310-529-4973 to see if there are any cancellations.\n \n \n \nThis presentation will review 2024 cases and rulings in the estate, gift and generation-skipping tax areas.  Discussion will include impact of the 2024 election on upcoming changes to the law.\n \n \n \nAbout Our Speakers\n \nAndrew 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.\n \nCary Robbins is a partner in the Private Client Services Department where she provides sophisticated estate and tax planning advice to individuals and families, with an emphasis on the multigenerational transfer of wealth. She routinely counsels clients on their charitable giving and assists with the formation and administration of private foundations to meet their charitable goals. She has extensive experience advising fiduciaries in connection with the administration of complex trusts and estates as well as representing fiduciaries in estate and trust litigation matters.    \n \n \n \nLook Who is Coming! \n Bob. Abelson   Paul Hargraves Bob Abelson, CPA   PATRICIA HARIK Carmen Alberio   Eric Harris Ernesto Aldover   Lee Ann Hitchman David Andrade   Todd Hollingshead Nadia Antii   john hooks bruce attig   Natallia Ioannou Heather Baker   alexis jensen Joe Baratta   Sharon Kalani Michael Barth   Angela Klenk Stephanie Bezner   Mickey Knickerbocker Allen Bond   han le Daniel Bradshaw   Andrew Manier Gene Brown   Mike Millea Milana Budisavljevic   Mark Miller Cheryl Carter   Marcella Miller Phillip Cook   Shawn Nejad Kathleen Crane   Grant Niman Kristen Damon   Nancy Pearson Patti DeRudder   Peter Pettler Linda Dorfmont   Rhonica Petty Claire Durand   Angela Sheldon Samuel Ford   Grace St. Clair Michael Goergen   Larry Takahashi Erica Gomez   Tiana Takenaga Suzanne Grudnitski   Daniel Taylor David Guelff   Laura Thatcher Mary Hanson   Mark Tsujimoto       Carl Walsh
SUMMARY:Estate Planning Updates - South Bay Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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