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  • Description
    This CLE course will offer a comparative view of private foundations and donor advised funds. The course will present what each entity is, its purpose and the advantages and disadvantages of each. The impact of the current tax code and other laws, as well as foreseen changes, will also be discussed.
  • Instructor Bio

    Andrew Katzenberg

    Andrew S. Katzenberg is Senior Counsel in Kleinberg Kaplan's Estate Planning and Administration practice. He focuses primarily on wealth transfer planning and preservation, multi-generational planning, estate and trust administration, nonprofit and tax exempt organizations and charitable giving. He works with a variety of high net-worth clients including art dealers, hedge fund and private equity managers, and business owners. He also represents clients in all phases of forming and managing nonprofit and tax exempt organizations (including public charities, private foundations and private operating foundations) and acquiring and retaining their tax exempt status.

    Andrew has authored numerous articles related to his field and is a frequent contributor to the New York State Bar Association’s Trusts and Estates Law Section Newsletter. In addition to his regular practice, he actively engages in pro bono work and has been recognized for his contributions by the New York Legal Assistance Group (NYLAG) and the New York City Family Court Volunteer Attorney Program.

    Andrew holds an advanced degree in taxation from New York University School of Law and earned his juris doctor from the University of Maryland School of Law and his bachelor of arts from Tufts University.