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“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...
“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...
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...
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...