Treasury Department may issue new regulations limiting discounts in family planning – reducing the utility of Family Limited Partnerships and Family Limited Liability Companies. Client Update (July 2015) Treasury Department...
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...
Jeff Baskies – Will the Federal Estate Tax Be Repealed? – Steve Leimberg’s Estate Planning Newsletter (PDF)
Congress has enacted the “Tax Increase Prevention Act of 2014” to extend many important provisions of the tax code, including the important charitable IRA rollover. The deduction for state and local sales tax is also...
Time is running out to file Estate Tax returns in order to elect portability of any unused estate tax exemption for estates of decedents dying from January 1, 2011 through December 31, 2013. Read more about the December 31,...
Examining Spendthrift Trusts and Discretionary Trusts in Florida: Berlinger v. Casselberry by by Jeffrey A. Baskies, Justin M. Savioli and A. Stephen Kotler (PDF)
Jonathan Gopman, Jeff Baskies, David Ruben & Evan Kaufman on Berlinger v. Casselberry: Why the Decision Was Wrong and Florida May Not Be a Bad Trust Jurisdiction for Discretionary Trusts (PDF)
Charitable Planning on the Upswing. Jeff Baskies’ Top 10 List of Philanthropic Topics Addressed at the 2014 Heckerling Institute (PDF)