Articles Library

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)

October 2012

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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

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)

Jeff Baskies: Please Don’t Plan With your Clients’ Florida Homesteads (PDF)

Client Update (Aug 2012) – Act Now to Take Advantage of $5 Million Gift/GST Exemptions

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