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Charitable Planning on the Upswing. Jeff Baskies’ Top 10 List of Philanthropic Topics Addressed at the 2014 Heckerling Institute (PDF)

January 2014

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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

August 2013

“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...

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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

July 2013

“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...

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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)

April 2013

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Client Update (January 2013) – Highlights of the American Taxpayer Relief Act

January 2013

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...

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January 2013 Katz Baskies LLC Newsletter

January 2013

With the anticipation of significant changes to the tax law, a great deal of the focus of the last several months has been on the planning opportunities resulting from the higher gift and estate tax exemptions in effect prior...

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Pennell & Baskies: Final Words on Gift-by-Promise Technique (PDF)

December 2012

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Pennell and Baskies: Does the Gift by Promise Plan Work? (PDF)

November 2012

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Jeff Baskies & Jonathan Blattmachr Follow-Up on Taxable CLATs: An Oft-Overlooked and Little-Known Exception Makes Them Even More Attractive Steve Leimberg’s Charitable Planning Newsletter (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

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

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)

Client Update (January 2013) – Highlights of the American Taxpayer Relief Act

January 2013 Katz Baskies LLC Newsletter

Pennell & Baskies: Final Words on Gift-by-Promise Technique (PDF)

Pennell and Baskies: Does the Gift by Promise Plan Work? (PDF)

Jeff Baskies & Jonathan Blattmachr Follow-Up on Taxable CLATs: An Oft-Overlooked and Little-Known Exception Makes Them Even More Attractive Steve Leimberg’s Charitable Planning Newsletter (PDF)

Jeff Baskies: Is it Time to Talk About Taxable CLATs? (PDF)

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