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In its 2012 “Best Law Firms” publication, U.S. News and World Report/Best Lawyers listed Katz Baskies LLC as one of only a handful of top Tier Boca Raton Trusts and Estates and Tax boutique law firms. In...
Super Lawyers Magazine annually publishes a list of top lawyers in Florida (approximately the top 5%) and re-prints the list in the Wall Street Journal, Miami Magazine, and other media. As in past years, Tom Katz and Jeff...
Prior to July 1, 2012, Florida law provided that divorce terminated rights of an ex-spouse under a Will or Revocable Trust, but not as to assets with beneficiary designations. However, a new statute which takes effect July...
In light of a recent Florida case, if you have a revocable trust plan and if you have life insurance, you should review the beneficiary designation for your life insurance. If the revocable trust is named as beneficiary,...
Firm partner, Tom Katz, is extensively quoted in this article addressing some of the issues in selecting a trustee and in Trustee services. Tom Katz Quoted in “Advising Trustees: The 5 Biggest Pitfalls”...
Jeff Baskies’ Top 10 List of Philanthropic Topics Addressed at the 2012 Heckerling Institute (PDF)
March 2012
On February 13, 2012, President Obama released his fiscal year 2013 federal budget. Within the proposal are numerous provisions that, if enacted, would significantly affect estate planning and many of the sophisticated...
Taking a Closer Look at Our Living Will Forms (PDF)
January 2012