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
Katz Baskies LLC Handles Recent M & A Transactions
November 2011
Katz Baskies LLC recently represented XN Insurance in the sale of its assets and also represented the acquirer of the stock of Waveguide Communications, Inc. Katz Baskies LLC Handles Recent M & A Transactions...
Super Committee Failed to Propose Gift Tax Exemption Reduction But Members of Congress Still Seeking Changes
November 2011
Although the rumored November 23 reduction in the federal gift tax exemption obviously never occurred, a new bill was proposed in Congress to significantly alter the estate, gift, and generation-skipping transfer...