A Potpourri of Charitable Planning Tricks and Traps
Program Schedule:
11:15 a.m. - 11:45 a.m. | Registration & Networking
11:45 a.m. - 12:15 p.m. | Lunch served
12:15 p.m. - 1:15 p.m. | Program
Presentation Description: 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.
Guest Speaker: Lawrence P. Katzenstein, JD
Speaker Bio: 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.
Continuing Education:
MCLE – A Potpourri of Charitable Planning Tricks, Traps, & New Developments is approved for 1.2 total hours, including 0.0 elimination of bias hours.
CFRE – Full participation in “A Potpourri of Charitable Planning Tricks and Traps” is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
Please note: Upon registering for a program, each person will be asked to verify that, “By registering for this event to attend in person, I attest that I will adhere to specific facility, local, regional and national COVID-19 mitigation requirements and restrictions. More specifically, I agree to comply with mask mandates and any social distancing requirements, and furthermore, do not hold liable the venue where event will occur, the St. Louis Council of Charitable Gift Planners, its parent organization or an any others for an exposure that may occur to COVID-19.”
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