Articles Library

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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