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DTSTART:20260108T150000Z
DTEND:20260108T170000Z
LOCATION:Depot Restaurant and Via Zoom
UID:2883520260108T150000ZUpdates in Estate Planning
DTSTAMP:20260430T085403Z
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 provide estate planning updates that explore recent legal and policy developments and their practical implications for tax and wealth transfer planning.\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
SUMMARY:Updates in Estate Planning - South Bay Estate Planning Council 
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DESCRIPTION:Reminder
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