OUR PHILOSOPHY

At Katz Baskies Wolf PLLC we are dedicated to providing premier legal service to clients engaged in private wealth creation, preservation, management and transfer, for themselves, their families, and the community.

Our practice areas include the broad scope of income tax planning, sophisticated wealth transfer planning (including gift and estate tax planning), estate and trust administration, prenuptial and postnuptial agreements, and documentation of corporate and partnership transactions applicable to entrepreneurs.

 

 

NEWS OF INTEREST

Recent Decision In Warner v. Quicken Loans, Inc. Provides That Certain Third Parties Have Standing To Challenge Invalid Homestead Orders” by Jeffrey A. Baskies, Esq. and Allison S. Neumann, Esq.Practitioners who represent third parties and wish to challenge the jurisdiction of the probate court as it relates to an invalid homestead order after the probate proceedings have concluded often find themselves prevented from mounting a successful challenge due to the third party’s lack of standing. However, the recent holding in Warner v. Quicken Loans, Inc. now provides such practitioners with a road map for successfully challenging an invalid homestead order – at least as it relates to a property held as tenants by the entireties.

 

The Time Has Come to Implement Painless Giving: How to Gift One or More Residences Prior to the End of the Year Without “Feeling It”With only a few months left before the Election and a possible reduction in the $11.58 million federal gift, estate and GST tax exemptions in 2021, the time has come for clients to get serious about using their exemptions.

 

Some “Dos” and “Don’ts” If You are Planning with Your Clients' Florida Homesteads in 2020The current $11.58 million gift tax exemption is scheduled to sunset on December 31, 2025, but clients are concerned the November election could lead to changes much sooner.

 

 

SIGN UP FOR E-MAIL ALERTS