Jordan L. Klingsberg has membership in the State Bar of Florida, District of Columbia, New York, and Connecticut

It is well established that under Florida law, the most important aspect of guardianship law is the protection of the ward. This basic philosophy must be taken into consideration in all aspects of guardianship administration, including awards of attorney’s fees. Accordingly, F.S. 744.108(2) provides the criteria that a court must consider in determining reasonable attorneys’ fees in guardianship proceedings.

17 Nov 2019

Transfer Tax Inflation Adjustments

The IRS has announced for 2020:

A. The basic estate and gift tax exclusion amount (and the GST exemption) will be. . .

15 Nov 2019

Jenna Rubin presents at Probate Law Seminar

Jenna G. Rubin presented on “What About the Vacuum Cleaner? Resolving Trust and Estate Disputes,” at the Florida Bar Real Property, Probate and Trust Law (RPPTL) Section’s Probate Law Committee’s annual Probate Law seminar on November 15, 2019.

03 Nov 2019

Section 385 Documentation Requirements Revoked

In 2016, the IRS issued regulations under Section 385 that, among other things, imposed various documentary requirements that would need to be met before certain related party indebtedness would be respected as debt and not equity. These regulations caused much consternation regarding costs and burdens of compliance.

The IRS postponed the effective date until 2019. However. . .

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tax, estate planning, probate, trust & guardianship law and litigation, and related commercial matters