Skip to Content
Katz Baskies & Wolf PLLC mobile logo

Wealth Planning Alert

August 2016
On August 2, 2016, the Treasury Department issued Proposed Regulations that would eliminate virtually all minority or lack of control discounts for family-controlled entities (including family limited partnerships, LLCs, and...
Share This

Nest Egg Trusts

June 2015
A new arrow becoming popular in the quiver of the overall estate or financial plan designed for wealthier clients is the establishment of an offshore asset protection trust (or “APT”), commonly referred to as a “nest...
Share This