Planning for the $11.4 Million Exemption Before it Possibly Goes Away

Date: Tuesday, October 22, 2019
Time: 5:30pm - 8:30pm
Location: Morton's The Steakhouse
Speaker: Jeffrey Baskies

We are currently accepting wait list only  

East Coast Estate Planning Council


October 22, 2019 Dinner

Morton's The Steakhouse

777 S Flagler Drive, West Palm Beach

5:30-8:30 pm

Jeff Baskies of Katz Baskies & Wolf PLLC topic will be  "Planning for the $11.4 Million Exemption Before it Possibly Goes Away" will be discussed at this month's dinner Meeting.

Jeffrey A. Baskies is a graduate of Trinity College (B.A., with highest honors, 1988) and Harvard Law School (J.D., cum laude, 1991). Mr. Baskies is admitted to practice in Florida and Massachusetts.


Mr. Baskies concentrates his practice in the areas of estate, gift and generation-skipping transfer tax planning with an emphasis on representing wealthy families, entrepreneurs and athletes/celebrities in multiple-generation wealth transfer and asset protection planning. He also represents clients with business succession planning needs, including shareholders’ agreements, buy-sell and cross purchase agreements, and business transactions, including purchases and sales of businesses. Mr. Baskies also counsels clients on charitable giving, insurance planning, prenuptial and postnuptial planning, and probate, trust and guardianship administration. In addition, he represents clients in beneficiary representation cases, will and trust contests and fiduciary litigation.


Having passed a rigorous exam and meeting on-going continuing legal education requirements, Mr. Baskies is Board Certified by the Florida Bar as a specialist/expert in Wills, Trusts and Estates law. In addition, Mr. Baskies is AV® rated by Martindale Hubbell, its highest rating for skill and ethics. Also, in each annual edition since 2008, Mr. Baskies has been included in Best Lawyers in America©, which is the most rigorous peer review designation, recognizing the top 4% of attorneys in the country. In 2013, Best Lawyers named Mr. Baskies as the South Florida Trusts & Estates “Lawyer of the Year”.


In 2005, 2006 and 2008, Mr. Baskies was named by Robb Report’s Worth magazine as one of the “Top 100 Attorneys” in the country in that magazine’s listing of the nation’s leading attorneys for affluent clients. Moreover, since 2006, Mr. Baskies has been named one of Florida’s Super Lawyers in that publication’s inaugural and annual lists of the “top 5%” of Florida lawyers. Each year from 2009-2015, Super Lawyers has honored Mr. Baskies as one of Florida’s “Top 100 Lawyers”, and in 2014 Super Lawyers named him as one of Florida’s “Top 10 Lawyers”. Additionally since 2006, Mr. Baskies has been named one of the “Legal Elite” in Florida Trend Magazine’s annual surveys of the “top 2%" of Florida lawyers.


Mr. Baskies is the successor author of a treatise entitled: Estate, Gift, Trust and Fiduciary Tax Returns; Planning and Preparation, published by Thomson Reuters/Westlaw (updated and published annually since 2013).

In addition to the treatise, Mr. Baskies has authored over 100 articles for professional publications. His articles have been published in various local and national periodicals including Estate Planning, Trusts and Estates, Lawyers Weekly USA, The Family Advocate, The Florida Bar Journal, Probate and Property, Life-underwriters Association News, and M.D. News. Mr. Baskies is a commentator and frequent contributor to Steve Leimberg’s popular on-line estate planning newsletter service, Leimberg Information Services, Inc.


Active in the Florida Bar’s Real Property, Probate and Trust Law Section (RPPTL), Mr. Baskies serves on the section’s Executive Council. He is also an active member of several of its committees, including: Probate Law Committee (past chair of homestead law subcommittee), Charitable Organizations and Planning Committee (past vice-chair), Trust Law Committee, Homestead Problems Study Committee, Probate Litigation Committee, and Trusts and Estates Tax Law Committee. Mr. Baskies was also appointed by the Section chair to serve on the Section’s homestead law ad hoc committee, where he participated in drafting several legislative proposals which ultimately became Florida law. Currently, Mr. Baskies is Vice-Chair of the Publications Committee of the RPPTL Section, which publishes the RPPTL ActionLine magazine (for which he is a Managing Editor). Further, he co-authored chapters in The Florida Bar publications entitled: Basic Estate Planning in Florida, Drafting Marriage Contracts in Florida, Administration of Trusts in Florida and Basic Guardianship Practice.


During various times in his career, Mr. Baskies has been quoted as a tax and probate expert in local and national newspapers and periodicals including Money, Forbes, New York Times, Wall Street Journal, USA Today, Boston Globe, Miami Herald, and many others. He has also been a featured expert commentator on local and national television affiliates for NBC, CBS, ABC, Fox and other media. During the Ted Williams probate litigation, Jeff was sought out by many national media outlets for commentary, including a quote on the front page of USA Today, appearances on all of the major television stations in Boston, and many guest appearances on Boston radio stations, including several on “The Big Show” with Glenn Ordway. After the death of Anna Nicole Smith, Mr. Baskies was again sought out by many national media outlets for expert commentary. He was quoted by NBC and ABC, he was quoted in newspapers and websites (including and around the country, and he was interviewed on TV by Sue Herera on “The Power Lunch” on CNBC.


In addition to his experiences as an advisor to clients, Mr. Baskies spent four years of his career (2000- 2004) as President and CEO of a national legal newspaper publishing company, Lawyers Weekly, Inc. He helped grow this closely-held, family business and led its sale to another media company. Mr. Baskies’ experiences as a CEO combined with his experiences in hiring and managing investment bankers while overseeing the sale of the business provide him unique insights into the needs of his clients.

                                                                                Caesar's Salad

Entree Choice

Broiled Salmon Filet

6 oz. Center Cut Filet Mignon

Chicken Bianco

Includes, Sour Cream Mashed Potatoes and Sauteed Garlic Green Beans

Key Lime Pie

Our Sponsors for this Event



See Upcoming Event Calendar