Updates in Estate Planning
Our speakers will review 2024 cases and rulings in the estate, gift, and generation-skipping tax areas. They will discuss the impact of the 2024 election on upcoming changes to the law.
Andrew M. 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, including estate, gift, and generation-skipping tax planning, income tax of trust planning, probate and trust administration matters, resolving disputes between fiduciaries and beneficiaries, and charitable planning. Read more.
Cary Robbins is a partner in the Private Client Services Department. Cary provides sophisticated estate and tax planning advice to individuals and families, emphasizing the multigenerational transfer of wealth. She works with clients from various backgrounds, including real estate investors, entrepreneurs, business owners, private equity principals, and individuals with inherited wealth. She also routinely counsels clients on their charitable giving and assists clients with forming and administrating private foundations to meet their philanthropic goals. Read more.
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