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ANDREW S. KATZENBERG

SENIOR COUNSEL

ADDRESS

551 Fifth Avenue, 18th Floor
New York, NY 10176

DIRECT DIAL

212.880.9889

EMAIL

akatzenberg@kkwc.com

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 hedge fund and private equity managers, business owners, art dealers and athletes. 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. He is also a nationally recognized lecturer and AV Preeminent rated attorney by Martindale-Hubbell. 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.

EDUCATION

New York University School of Law, LL.M., Taxation, 2009
Tax Law Review, Graduate Editor

University of Maryland School of Law, J.D., 2007 cum laude
The Journal of Business and Technology Law, Editor

Tufts University, B.A., Economics, 2004 cum laude

BAR ADMISSION

2010, New York
2008, District of Columbia
2007, Maryland

LECTURER

Comparing donor advised funds, community foundations, private foundations and 504(c)(4) organizations: Which is the right vehicle. The pros and cons of each,” 44th Annual Notre Dame Tax & Estate Planning Institute, Speaker (October 11, 2018).

Estate Planning with Artwork,” Practicing Law Institute 49th Annual Estate Planning Institute, Speaker (September 24, 2018).

"Estate Planning and Asset Protection 101," Financial Poise Webinar, Panelist (June 19, 2018)

"The Use of ‘American Friends’ Organizations and Alternatives When Donating Abroad,” Speaker, American Bar Association Section of Real Property, Trusts and Estates (April 4, 2018)

"Private Foundations vs. Donor Advised Funds: Pros and Cons,” National Academy of Continuing Legal Education, Speaker, Oppenheimer & Co., Inc. (March 22, 2018)

"Estate Planning Primer: Common Mistakes and Pitfalls,” Speaker, Tufts Alumni New York (February 28, 2018)

"Qualifying Gifts to Charities Outside of the United States for the Income Tax Charitable Deductions," Speaker, 54th Annual Hawaii Tax Institute (November 7, 2017)

"Trusts Serving as Grantors of Other Trusts: Drafting Multi-Trust Structures for Beneficial Tax Results," Speaker, Strafford Webinar (October 3, 2017)

"Estate Planning and Asset Protection in an Hour," Financial Poise Webinar, panelist, February 1, 2017

"Family Limited Partnerships - Update and Overview: Do's and Don'ts," New York State Society of CPAs Estate Planning Committee, speaker, January 2016

"Recent Tax Code Changes and How They Affect You, Your Family, and Your Estate," Tufts Alumni New York, panelist, September 2013

HONORS AND AWARDS

AV Preeminent Rated by Martindale-Hubbell
Recipient, 2013 and 2014, New York City Family Court Volunteer Attorney Program Pro Bono Service Award

PUBLICATIONS

New Tax Law, Same Old Tricks: ‘The 1014 Trust’ Bloomberg Daily Tax Report, November 23, 2018

Certain Debtor’s 401(k)s and IRAs Aren’t Exempt From Bankruptcy Claims WealthManagement.com, November 6, 2018

Rollover Exception Permitted for Spouse of Deceased Employee WealthManagement.com, June 6, 2018

Newman’s Own Exception Quietly Passed WealthManagement.com, March 27, 2018

A How To Guide When Gifting Artwork to Charities Trusts & Estates Magazine, May 18, 2017 Vol. 156 No. 6

CRUT Division Pursuant to Divorce Permitted Trusts & Estates Magazine, December 8, 2016

7 Practical Considerations When Making Charitable Donations AIMkts, November 9, 2016

Permitted Spousal Rollover WealthManagement.com, August 16, 2016

Four Practical Considerations When Making Charitable Donations WealthManagement.com, June 6, 2016

Unlocking the Trapdoor of IRC Section 677(a)(3) Trusts and Estates Magazine, March 23, 2016 Vol. 155 No. 4

Minimize Hedge Fund Managers’ Deferred Compensation 2017 Tax Bill Trusts and Estates Magazine, December 7, 2015

Are New York Real Property Transfer Taxes for Real? Reprinted with permission from: Trusts and Estates Law Section Newsletter, Fall 2015, Vol. 48 No. 3, published by the New York State Bar Association, One Elk Street, Albany, NY 12207

New York Law Update: Non-Profit Revitalization Act of 2013 Reprinted with permission from: Trusts and Estates Law Section Newsletter, Summer 2014, Vol. 47 No. 2, published by the New York State Bar Association, One Elk Street, Albany, NY 12207

Transfers of Tangible Property: Look Out for Sales Tax New York Law Journal, June 2014 - Reprinted with permission from the “June 9, 2014 edition of the New York Law Journal”© 2015 ALM Media Properties, LLC. All rights reserved. Further duplication without permission is prohibited. For information, contact 877-257-3382 - reprints@alm.com or visit www.almreprints.com.

Contributor, Tax Year in Review 2013Trusts and Estates Magazine, Summer 2014, Vol. 47 No. 2, published by the New York State Bar Association, One Elk Street, Albany, NY 12207

Tax Law Update: December 2013 Trusts and Estates Magazine, December 1, 2013 Vol. 152 No. 12

The Pros and Cons of Establishing a Not-for-Profit Corporation Versus a Charitable Trust in New York Reprinted with permission from: Trusts and Estates Law Section Newsletter, Winter 2013, Vol. 46 No. 4, published by the New York State Bar Association, One Elk Street, Albany, NY 12207

A Closer Look at the Excise Tax on Excess Business Holdings under I.R.C. § 4943 on Private Foundations Planned Giving Design Center, June 7, 2013

Some Practical Applications and Pitfalls of New York's Decanting Statute Reprinted with permission from: Trusts and Estates Law Section Newsletter, Fall 2013, Vol. 46, No. 3, published by the New York State Bar Association, One Elk Street, Albany, NY 12207

MEMBER

New York State Bar Association
New York State Bar Association Trusts and Estates Law Section Tax Committee
New York City Bar Association
Maryland State Bar Association
American Heart Association Heart Advisory Counsel
American Bar Associations Section of Real Property, Trusts and Estates Charitable Planning and Organization Group Committee
Estate Planning Counsel of New York City

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