ESTATE PLANNING COUNCIL OF ST. LOUIS

Title: Charitable Gift Annuities – A Deep Dive

Date: October 29, 2025

Time: 11:45am - 1:00pm

Location: Saint Louis Club 7676 Forsyth Blvd., Clayton, MO 63105

Speaker: Lawrence Katzenstein  

About the presentation: Charitable Gift Annuities (CGAs) are contracts where donors transfer assets to a charity in exchange for fixed lifetime annuity payments. They offer income tax deductions and are simpler than charitable remainder trusts (CRATs/CRUTs).

CPA's - CPE Credit Note: To be awarded the full credits, you must be responding to three out of the four polling questions asked during the program on ZOOM.

Continuing Education 50 minutes 

EPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP  

CPE Information for CPAs

The sponsor assures that the program content and program level is appropriate for the intended participants.

Participants will: 

CPE Learning Objectives:

By the end of this session, attendees will be able to:

Understand the structure, tax implications, and strategic advantages of Charitable Gift Annuities (CGAs), and evaluate their suitability as a planning tool for clients seeking to combine philanthropic goals with lifetime income.

The sponsor assures that the program content and program level is appropriate for the intended participants.

Participants will earn 1 CPE credit. 

Field of Study: Specialized Knowledge 

Additional Information:

Delivery Method: Group Live/Group Internet Based

Program Level: Basic

Pre-requisite: NONE 

Who should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals?

Refunds and Cancellations: All attendees are required to register in advance.  If you reserve and are unable to attend, please cancel your reservation at least 3 working days in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.

Estate Planning Council of St. Louis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

National Registry of CPE Sponsors Number 109467

​CTFA

CTFA 1.25 CE credit 

CFP Learning Objectives:

By the end of this session, attendees will be able to:

Understand the structure, tax implications, and strategic advantages of Charitable Gift Annuities (CGAs) and evaluate their suitability as a planning tool for clients seeking to combine philanthropic goals with lifetime income.

About the Speaker:

Larry Katzenstein is a nationally recognized authority on estate planning, charitable giving, and exempt organizations and as an advisor to charitable organizations.

He has spoken frequently to professional groups across the country, including at American Law Institute estate planning programs, the Notre Dame Tax Institute, the University of Miami Heckerling Estate Planning Institute, and the Southern Federal Tax Institute. Larry has served as an adjunct professor at Washington University School of Law, where he has taught estate and gift taxation and fiduciary income taxation. He is on the American Council on Gift Annuities board of directors where he chairs the research committee and serves on the rates committee.

Larry is also the creator of Tiger Tables actuarial software, which is widely used by tax lawyers and accountants and is well-known as a unique tool for those professionals. He is also technical advisor to NumberCruncher software. He has also testified in United States Tax Court on actuarial issues, including prominently in a case involving the estate of Kenneth Lay.

Larry is a fellow of the American College of Trust and Estate Counsel and a member of its Charitable Planning and Fiduciary Income Committees and has served as a member of the advisory board of the New York University National Center on Philanthropy and the Law. He is co-author of the Bloomberg (formerly BNA) Tax Management Portfolio Charitable Remainder Trusts, Charitable Gift Annuities, and Pooled Income Funds.