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ACGA Webinar - CGAs: A Deep Dive
Tuesday, February 25, 2025, 12:00 PM - 1:00 PM EST
Category: Webinar
Larry Katzenstein, JD, ACGA Board Member, ACTEC Fellow CGAs: A Deep Dive Join us on Tuesday, February 25, at 12:00 p.m. for a webinar that takes you on a deep dive into CGAs. Lawyers and other charitable planning advisors often overlook the charitable gift annuity (CGA) as a planning option. This concise, one-hour program provides a comprehensive overview of CGAs, including their structure, benefits, risks, and suitability for various clients. Using real-world examples, the program explores how CGAs can be an effective tool for charitable planning clients seeking meaningful ways to support their preferred charities. Gain the knowledge needed to identify when CGAs are a smart recommendation for your clients. Space is limited so register early! ACGA Members: $FREE / ACGA Non-members: $75 Register NowAbout the Speaker
Mr. Katzenstein is a nationally known authority on estate planning and philanthropic planning, and advises planned giving programs at institutions nationwide. He is a frequent speaker on professional programs, appearing annually on several American Law Institute estate planning programs, and has spoken at many other national tax institutes, including the Notre Dame Tax Institute, the University of Miami Heckerling Estate Planning Institute and the Southern Federal Tax Institute. Mr. Katzenstein has served as an adjunct professor at the Washington University School of Law where he has taught both estate and gift taxation and fiduciary income taxation. A former chair of the American Bar Association Tax Section Fiduciary Income Tax Committee, he is also active in the American College of Trust and Estate Counsel (ACTEC) charitable planning committee. Mr. Katzenstein was named the St. Louis Non-Profit/Charities Lawyer of the Year in 2011 and 2015, and the St. Louis Trusts and Estates Lawyer of the Year in 2010 and 2013 by Best Lawyers in America® and was nationally ranked in the 2009-2023 editions of Chambers USA for Wealth Management. He serves on the board of the American Council on Gift Annuities and has served on the advisory board of the National Center on Philanthropy and the Law at New York University. Mr. Katzenstein is also the creator of Tiger Tables actuarial software, which is widely used around the country by tax lawyers and accountants, and has testified as an expert witness on actuarial issues in United States Tax Court. He received his undergraduate degree from Washington University in St. Louis and his law degree from Harvard. Sponsored by:
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Larry Katzenstein, JD
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