Past Events
Past Event
Free Webinar
Tuesday, February 21, 2023
12:00 PM — 1:00 PM
The SECURE Act 2.0
After many years of educating and encouraging Congress to enhance charitable giving options from individual retirement accounts (IRAs), the SECURE Act 2.0, signed into law on December 29, 2022, provides an enhancement for Qualified Charitable Distributions (QCDs). In addition, it increased the age for Required Minimum Distributions (RMDs). Larry will walk us through the new legislation and explain how these changes will impact IRA giving and our non-profit work. Larry will provide key takeaways and answer any questions you may have.
Our Presenter
Lawrence P. Katzenstein
Thompson Coburn, LLP
Larry Katzenstein is a nationally known authority on estate planning and exempt organizations, and a frequent speaker around the country to professional groups. He divides his practice between representation of wealthy individuals in estate and philanthropic planning and serving as outside counsel to exempt organizations nationwide including Rutgers University Foundation. He appears 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. Larry 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 a fellow of the American College of Trust and Estate Counsel and a member of its Charitable Planning and Fiduciary Income Tax committees. He is also a director of the American Council on Gift annuities and has served as a member of the advisory board of the New York University National Center on Philanthropy and the Law. He 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® (by BL Rankings). He was nationally ranked in the 2009-2022 editions of Chambers USA for Wealth Management (by Chambers & Partners).
Larry is the co-author of the Bloomberg Tax Management Portfolio Charitable Remainder Trusts, Charitable Gift Annuities, and Pooled Income Funds. Larry is also the creator of Tiger Tables actuarial software, which is widely used by tax lawyers and accountants, and has testified in United States Tax Court on actuarial issues.
He received his undergraduate education at Washington University in St. Louis and his law degree from Harvard.
