Articles Library

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...

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...

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,...