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)
Jeff Baskies on Why Do Celebrities Still Use Wills: Advisors Please Convince Celebrity Clients to Draft the Dispositive Aspects of their Estate Plans in Revocable Trusts Steve Leimberg’s Estate Planning Newsletter
“Spanish author George Santayana wrote: ‘Those who cannot remember the past, are condemned to repeat it.’ And so we see the past repeat with celebrity estate plans as highlighted by the public debate about James...
Jeff Baskies & Justin Savioli: Madoff Trustee Cannot Sue Banks & Argue Their Failure to Perform Due Diligence Contributed to the Harm of the Alleged Ponzi Scheme
“Over many years, a number of very substantial financial institutions (JP Morgan, UBS and HSBC included) apparently profited to the tune of more than $600 million in fees from Bernard L. Madoff, through his brokerage...
Jeff Baskies on Goodman v. Goodman: Florida’s 3rd District Court of Appeal Addresses Intriguing Adult Adoption Case, Was the Adoption of Goodman’s Girlfriend a Bright Idea or Bad Public Policy? Steve Leimberg’s Estate Planning Newsletter (PDF)
Taking effect January 1, 2013, the American Taxpayer Relief Act extended/increased the gift, estate and generation-skipping tax exclusions, while increasing the gift, estate, and generation-skipping tax rate to 40% and...