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”...
Category: Articles Library
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...
Rumors Abound Regarding Fate of Gift Tax Exemption
November 2011
Rumors of a November 23 roll back of the federal gift tax exemption may be an “urban legend”; however, they provide an important reminder to those considering using part or all of the “new” $5 million...
Significant New Changes Made to Florida Law Impact Estate Planning and Probate Administration
April 2011
In the 2011 session, the Florida legislature enacted several important changes to Florida law impacting estate planning and probate. Some of those key changes will be highlighted in this summary. Significant New Changes...
Obama’s budget: Impact on your taxes
March 2011
President Obama, in his proposed 2011 budget, is calling on Congress to make a number of tax changes for individuals....