Andrew S. Katzenberg

Partner

Andy advises high-net-worth clients on wealth planning and preservation, multi-generational planning, estate and trust administration, nonprofit and tax-exempt organizations, and charitable giving.

Andrew Katzenberg Portrait

Andy focuses on wealth transfer planning and preservation, multi-generational planning, estate and trust administration, nonprofit and tax-exempt organizations, and charitable giving. Among his high-net-worth clients are hedge fund and private equity managers, business owners, art dealers, and athletes.

He also represents clients in 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.

Andy 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, Chambers USA ranked, and a Fellow of the American College of Trusts and Estates Counsel (ACTEC).

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.

Andy also serves as an adjunct professor at the University of Baltimore Law School Graduate Master’s Program.

Publications, Presentations & Recognitions

Publications

  • “Help Single Parent Clients Navigate Complex Issues,” Trusts and Estates Magazine, Vol. 159 No. 5 (Apr. 22, 2020)
  • “Case of the Vanishing QTIP: Comptroller v. Taylor,” Maryland State Bar Associations Section of Estate and Trust Newsletter, Vol.26 No.4 (Winter 2018)
  • “New Tax Law, Same Old Tricks: ‘The 1014 Trust,’” Bloomberg Daily Tax Report (Nov. 23, 2018)
  • Accordion Toggle

Presentations

  • Speaker, “International Charitable Planning: Having Your Deduction and Being Charitable Too,” Southern Nevada Estate Planning Council (May 2, 2025)
  • Panelist, “Advanced Estate Planning for Large Estates: FLPs, Dynasty Trusts, SLATs, CRUTs/CRATs, Gift-Sales, Non-Grantor Trusts,” Strafford Webinar (March 13, 2025)
  • Speaker, “Brainy Bagel Breakfast: Chapter 14 (§2701-§2704),” Wealthspire Advisors Webinar (Jan. 9, 2025)
  • Accordion Toggle

Recognitions

  • Chambers High Net Worth, Private Wealth Law (2022-2024)
  • AV Preeminent, Martindale-Hubbell
  • Attorney Program Pro Bono Service Award, New York City Family Court Volunteer Attorney Program Pro Bono Service Award (2013-2014)
  • Fellow, The American College of Trust and Estate Counsel (Apr. 17, 2020)

Boards, Memberships & Certifications

Memberships

  • American College of Trusts and Estates Counsel (ACTEC), Fellow
  • New York State Bar Association
  • New York State Bar Association, Trusts and Estates Law Section Tax Committee
  • Accordion Toggle

Professional Activities

Pro Bono Work

Andy works with Box 414 Association, Inc., a nonprofit organization that supports the Baltimore City Fire Department by supplying canteen service at fires and events.