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Private Foundations vs. Donor Advised Funds: The Pros and Cons

SKU: EST9800
Total Credits
1 - 1.25
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This CLE program presented by Andrew Katzenberg, will compare private foundations to donor advised funds. The discussion will include an explanation of what each entity is, how they can be used and the pros and cons of each. Andrew will also discuss changes enacted by the current tax code (as well as other laws) as well as possible changes on the horizon.

Lecturer Bio

Andrew S. Katzenberg, Esq.

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.

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