Justin J. Klatsky is a tax lawyer with the Owens Law Group practicing in the areas of estates and trusts, general business and corporate law, and taxation.
When Justin is often asked to generally describe his practice, he regularly tells his clients that his job is to help people plan, preserve, and protect their legacy.
In the field of estates and trusts, that process starts with proper planning for both death and incapacity. Accordingly, basic estate plan typically involves a last will and testament, living will, health care surrogate, durable power of attorney, and declaration of preneed guardian. For those people with more complex estate planning needs, revocable living trusts are used to provide for management, privacy, and probate avoidance. As a tax attorney, Justin also assists those that have transfer tax (estate, gift, and generation skipping transfer) and income tax concerns by utilizing various advanced planning techniques (ILITs, FLPs, QTIPs, etc.).
Justin’s estate planning practice is informed by his experience in the administration of trusts and estates. In this aspect of his estates and trusts practice, he assists clients that have legal questions when someone passes. He has experience with formal, summary, and ancillary administration, trust and will disputes, and reformation of trusts through modification and decanting. Also, Justin represents clients in the preparation of gift and estate tax returns (Form 709 and Form 706).
Just as Justin helps clients plan for various stages of their natural lives, he also helps business owners at the various stages of the lives of their businesses. At the “birth” of a new enterprise or idea, he provides counsel to businesses on entity selection and formation with an eye on both tax and liability concerns. During the “life” of the business, Justin has experience with asset and stock sales and purchases, shareholder or member buyouts and redemptions, reorganizations, and, perhaps most notably, various conversions of entities from one form to another (most often from a corporation to a limited liability company for additional liability protection for the owners). Also, Justin has experience with drafting, review, revision, and conflicts involving numerous business agreements, including, but not limited to, independent contractor and employment agreements, noncompetition and nondisclosure agreements, buy-sell agreements, shareholders agreements, and services agreements. Because of his experience in estate planning and taxation, Justin also assists in succession planning for those business owners that want to keep the family business operating within the family.
Associated with his experience in providing counsel to owners of for profit enterprises, Justin also has similar experience working with nonprofits and their founders, but with special attention to those aspects that are particular to the nonprofit sector such as preparing the Form 1023 (Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code), providing guidance on adherence to state fundraising rules, and analyzing concerns such as excess benefit transactions, private inurement, and unrelated business taxable income (UBTI).
Justin’s other area of practice is that of tax controversy. He represents individuals, businesses, and organizations in federal tax matters at all levels including IRS collections, audit, and appeals, and the U.S. Tax Court. He also has experience with international tax issues involving foreign assets and offshore accounts under audit or the disclosure procedures.
When not assisting his clients, Justin can be found participating in the sport of Schutzhund with his three working line German Shepherds (Bianka, Cade, and D’Artagnan), relaxing with a good book, or traveling the back roads of Florida on the hunt for antiques with his girlfriend Lily. He is also a member of Westminster Presbyterian Church (PCA).
Hourly ($250/hour), Fixed (sometimes)
Cash, Check, Credit card
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David Bromley, Social security Attorney
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I endorse this lawyer. I have known Justin for several years and have referred clients to him on numerous occasions. Justin is extremely knowledgeable in the areas of law he practices. I know that anyone I sent to Justin will be well taken care of.
Michael Doland, Business Attorney
Relationship: Fellow lawyer in community
How can one endorse a lawyer who has posted so few answers: Easy! The quality of the answer of Mr. Klatsky that I just reviewed was not only accurate and analytic, it was customized to the needs of the Avvo asker. These are exactly the qualities that every client would look for when hiring an attorney. (In addition, a review of Mr. Klatsky's Avvo profile reveal an attorney of experience, education and integrity.)
|FL||Member in Good Standing||2009||01/30/2017|
|Award name||Grantor||Date granted|
|Gold in the Best of South Shore - Law Firm Category||The South Shore News and Tribune||2014|
|Silver in the Best of South Shore - Law Firm Category||The South Shore News & Tribune||2013|
|Silver in the Best of South Shore - Law Firm Category||The South Shore News & Tribune||2012|
|Book Award for Law and Public Policy Seminar||University of Florida, Frederic G. Levin College of Law||2007|
|Tax Attorney||Owens Law Group, PA||2009 - Present|
|Graduate Assistant to Professor Steven J. Willis||University Of Florida Levin College Of Law||2008 - 2009|
|Summer Associate||Wicker, Smith, O'hara, Ford, McCoy, PA||2007 - 2007|
|Association name||Position name||Duration|
|Tampa Bay Estate Planning Council||Member||2014 - Present|
|Florida Bar, Real Property, Probate and Trust Law Section||Member||2009 - Present|
|Florida Bar, Tax Section||Member||2009 - Present|
|Florida Bar, Young Lawyers Division||Member||2009 - Present|
|Hillsborough County Bar Association, Tax Law Section||Co-chair||2009 - Present|
|Hillsborough County Bar Association, Real Property, Probate and Trust Law Section||Member||2009 - Present|
|Humane Society of Tampa Bay||Planning Giving Committee Chairman; Member of the Board of Dir.||2010 - 2012|
|Florida Working Dog Club||President, Training Director, and Club Helper||2009 - 2013|
|Hillsborough County Bar Association Lawyer Magazine||The Process of Conversion from a Corporation to an LLC||2015|
|Hillsborough County Bar Association Lawyer Magazine||Top Tax Effects of the Patient Protection and Affordable Care Act||2012|
|Hillsborough County Bar Association Lawyer Magazine||The LLC Unleashed – The S-Hybrid-LLC||2012|
|Hillsborough County Bar Association Lawyer Magazine||Tax Issues for Homeowners Facing Foreclosure||2011|
|Hillsborough County Bar Association Lawyer Magazine||LLC Taxed as an S Corporation: Self Employment Taxes Above All (Part 2: Operations and Dissolution)||2010|
|Hillsborough County Bar Association Lawyer Magazine||LLC Taxed as an S Corporation: Self Employment Taxes Above All (Part 1: Formation)||2010|
|Hillsborough County Bar Association Lawyer Magazine||Making Disaster Preparation a Less “Taxing” Topic||2009|
|University of Florida, Fredric G. Levin College of Law||Taxation||LL.M - Master of Laws||2009|
|University of Florida, Fredric G. Levin College of Law||Law||JD - Juris Doctor||2008|
|Johns Hopkins University||Political Science - Minor in Economics||BA - Bachelor of Arts||2005|
|Pine View School||N/A||High School Diploma||2001|
|Humane Society of Tampa Bay||Estate Planning for Pet Owners||2015|
|Hillsborough County Bar Association, Tax Law Section Luncheon and CLE||Ethics of Representing the Low Income Taxpayer before the IRS and U.S. Tax Court: The Impact of Circular 230 and the Tax Court Rules||2015|
|Hillsborough County Bar Association, Tax Law Section Luncheon and CLE||International Issues of U.S. Taxation: FBAR, FATCA, OVDP, etc.||2014|
|Hillsborough County Bar Association, Joint Tax and Immigration Law Section Luncheon and CLE||Tax Issues in Immigration Law||2014|
|Hillsborough County Bar Association, Tax Law Section Luncheon and CLE||Employment Taxes: Pitfalls and Issues Every Business Owner (and their Advisor) Need to Know||2013|
|Hillsborough County Bar Association, Tax Law Section Luncheon and CLE||New Federal Tax Legislation – TBA: The Consequences of the American Taxpayer Relief Act of 2012||2013|
|Financial Planning Leadership Council January Conference||Top Tax Effects of the American Taxpayer Relief Act of 2012||2013|
|Sun City Center Estate Planning Study Group||Legal and Tax Issues for Homeowners Facing Foreclosure||2012|
|Hillsborough County Bar Association, Tax Law Section||A Year-End Update on Federal Tax Law with Attention to Individual, Business and Estate and Tax Matters||2012|
|Hillsborough County Bar Association, Joint Tax and Family Law Section Luncheon and CLE||Innocent Spouse Relief – A Consideration for When a Joint Return Leads To Joint and Several Liability||2012|
|Clarkson Allstate Educational Seminar||The Florida "No-Will" Will||2012|
|Caregivers Symposium||Trusts Explained - Opening the Black Box||2012|
|TOPPERS Estate Planning Panel||Estate Planning Discussion Forum||2011|
|Sun Towers Educational Seminar||Trusts: Opening the Black Box||2011|
|St. Petersburg Bar Association, Probate and Guardianship Section||Tax Relief, Unemployment Insurance Re-Authorization and Job Creation Act of 2010 and the New Estate Tax Laws||2011|
|Presentation to Multiple Independent Financial Planners||Planning for 2011-2012 under TRUIRJCA and the New Estate Tax Law||2011|
|SouthShore Chamber of Commerce Panel||Patient Protection and Affordable Care Act||2010|
|Hillsborough County Bar Association, Joint Tax Law and Real Property, Probate and Trust Law Section Luncheon and CLE||Tax Consequences of Foreclosures, Short Sales, and Deeds in Lieu: Everything Practitioners, Lenders, and Borrowers Need to Know||2010|