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Katz Baskies quoted in Forbes story on Roth IRA conversions....
Category: Articles Library
March 2010 Katz Baskies LLC Newsletter
March 2010
Now that the President has signed the health care legislation, perhaps Congress will turn its attention to the estate and gift tax. No one knows whether there will be legislation this year, and if there is, whether it...
For years, GRATs (“Grantor Retained Annuity Trusts”) have offered clients a convenient estate planning tool. GRATs are irrevocable trusts which offer an essentially zero-risk transfer tax savings opportunity. Due to...
Three Estate-planning Changes Coming Your Way
February 2010
The Obama administration’s proposed budget calls for lots of changes that could affect your estate plans, and ignorance isn’t bliss — it’s foolhardy. Three Estate-planning Changes Coming Your Way...
Where Not To Die In 2010
February 2010
While the federal estate tax has temporarily lapsed for 2010, 19 states still take a bite out of their residents’ estates. Where Not To Die In 2010...
Katz Baskies January 2010 Client Newsletter
January 2010
Read the Firm’s January 2010 Newsletter....
Higgs v. Warrick. Lessees of 99-Year Leases Qualify for Homestead and Save Our Homes Tax Exemption Purposes (PDF)
November 2009
99-Year Leases Qualify for Florida Homestead Exemption
November 2009
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