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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...
Ben Novack, Jr. was murdered in a particularly gruesome and sordid manner in July of 2009. Details of his torture and murder made national news. After Ben’s murder, a subsequent investigation into the prior death of his...
Katz Baskies LLC – Change of Domicile Checklist:
January 2016
Change of domicile cases come in many shapes and sizes. For example, some clients sell their old homes, have no business or other ties to their former states, and move to Florida to live full-time. Those cases are easy, and...
Jeff Baskies provides members with commentary that reviews a number of important legislative changes made to Florida’s trusts and estates laws in 2015. Jeff would like to extend a special acknowledgement and thank you to...
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...
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...
Jeff Baskies – Will the Federal Estate Tax Be Repealed? – Steve Leimberg’s Estate Planning Newsletter (PDF)
January 2015
Congress Extends Tax Provisions for 2014
November 2014
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...