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BEGIN:VEVENT
DTSTART:20240909T164500Z
DTEND:20240909T181500Z
LOCATION:Saint Louis Club 7676 Forsyth Blvd., Clayton MO 63105
UID:2618320240909T164500ZEstate Planning Update 
DTSTAMP:20260306T001421Z
DESCRIPTION:\nEstate Planning Update\n \nDate: Monday, September 9, 2024\n \nTime: 11:45am - 1:15pm\n \nLocation: Saint Louis Club 7676 Forsyth Blvd., Clayton, MO 63105\n \nSpeaker: Andrew M. Katzenstein, Esq. Proskauer Rose LLP  \n \n[Register HERE NOW!](https://www.epcstlouis.org/events/event/26183)\n \nAbout the presentation: This presentation will discuss the latest estate, gift and generation-skipping tax cases and rulings, and also other current developments in estate planning.\n \nREGISTER NOW! \n \nCPA'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.\n \nContinuing Education 50 minutes \n \nEPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP  \n \nCPE Information for CPAs\n \nThe sponsor assures that the program content and program level is appropriate for the intended participants.\n \nParticipants will: \n \nLearning Objectives:\n \nUpon completion of the course, you should be up to date on the latest cases and rulings in the estate and gift tax area.  This should facilitate proper advice for clients having knowledge of the latest cases and rulings.\n \nThe sponsor assures that the program content and program level is appropriate for the intended participants.\n \nParticipants will earn 1 CPE credit. \n \nField of Study: Specialized Knowledge \n \nAdditional Information:\n \nDelivery Method: Group Live/Group Internet Based\n \nProgram Level: Basic\n \nPre-requisite: NONE \n \nWho should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals?\n \nRefunds 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.\n \nEstate 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.\n \nNational Registry of CPE Sponsors Number 109467\n \n​CTFA\n \nCTFA 1.25 CE credit \n \nCFP\n \nUpon completion of this course, you should be able to:\n \nBe up to date on the latest cases and rulings in the estate and gift tax area.  This should facilitate proper advice for clients having knowledge of the latest cases and rulings.\n \nAbout the Speaker: Andy is a partner at Proskauer Rose LLP in the Private Client Services Department.  He is based in the Los Angeles office.\n \nAndy’s practice is focused on estate, gift, income tax of trust, and generation-skipping tax planning.  He also helps resolve disputes between trustees and beneficiaries, and provides advice on the establishment and operation of charitable entities.  Andy also handles post-death administration of wills and trusts.\n \nAndy received his BA from the University of Michigan and his JD from the University of Michigan School of Law.  He earned an LLM in Taxation from the University of San Diego School of Law.  Andy has taught estate planning courses at UCLA, Golden Gate, and the University of San Diego Law Schools.  He currently teaches Estate and Gift Tax at USC Law School and Estate Planning in UC Irvine Irvine’s LLM program.\n \nAndy is an ACTEC member.  He is rated ‘Band One’ in Chambers, both Nationally and in the Western Region of the United States.  He speaks regularly at the USC Tax Institute and the Hawaii Tax Institute.\n \n \n \n \n
SUMMARY:Estate Planning Update  - Estate Planning Council of St. Louis 
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