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About me

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).

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Practice areas

Licensed

  1. Tax: 25%
  2. Business: 25%
  3. Probate: 25%
  4. Estate Planning: 25%

Payment

Fees:

Hourly ($250/hour), Fixed (sometimes)

Payment types:

Cash, Check, Credit card

Attorney endorsements

2 total 

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  • David Scott Bromley

    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.

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    David Bromley Social security Attorney
    Relationship: Fellow lawyer in community

  • Michael Charles Doland

    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.)

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    Michael Doland Business Attorney
    Relationship: Fellow lawyer in community

Contact info

Owens Law Group, P.A.

811 Cypress Village Blvd Ste B
Ruskin, FL, 33573-6724

Resume

License
StateStatusAcquiredUpdated
FLMember in Good Standing200906/19/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
Gold in the Best of South Shore - Law Firm CategoryThe South Shore News and Tribune2014
Silver in the Best of South Shore - Law Firm CategoryThe South Shore News & Tribune2013
Silver in the Best of South Shore - Law Firm CategoryThe South Shore News & Tribune2012
Book Award for Law and Public Policy SeminarUniversity of Florida, Frederic G. Levin College of Law2007
Work experience
TitleCompany nameDuration
Tax AttorneyOwens Law Group, PA2009 - Present
Graduate Assistant to Professor Steven J. WillisUniversity Of Florida Levin College Of Law2008 - 2009
Summer AssociateWicker, Smith, O'hara, Ford, McCoy, PA2007 - 2007
Associations
Association namePosition nameDuration
Tampa Bay Estate Planning CouncilMember2014 - Present
Florida Bar, Real Property, Probate and Trust Law SectionMember2009 - Present
Florida Bar, Tax SectionMember2009 - Present
Florida Bar, Young Lawyers DivisionMember2009 - Present
Hillsborough County Bar Association, Tax Law SectionCo-chair2009 - Present
Hillsborough County Bar Association, Real Property, Probate and Trust Law SectionMember2009 - Present
Humane Society of Tampa BayPlanning Giving Committee Chairman; Member of the Board of Dir.2010 - 2012
Florida Working Dog ClubPresident, Training Director, and Club Helper2009 - 2013
Publications
Publication nameTitleDate
Hillsborough County Bar Association Lawyer MagazineThe Process of Conversion from a Corporation to an LLC2015
Hillsborough County Bar Association Lawyer MagazineTop Tax Effects of the Patient Protection and Affordable Care Act2012
Hillsborough County Bar Association Lawyer MagazineThe LLC Unleashed – The S-Hybrid-LLC2012
Hillsborough County Bar Association Lawyer MagazineTax Issues for Homeowners Facing Foreclosure2011
Hillsborough County Bar Association Lawyer MagazineLLC Taxed as an S Corporation: Self Employment Taxes Above All (Part 2: Operations and Dissolution)2010
Hillsborough County Bar Association Lawyer MagazineLLC Taxed as an S Corporation: Self Employment Taxes Above All (Part 1: Formation)2010
Hillsborough County Bar Association Lawyer MagazineMaking Disaster Preparation a Less “Taxing” Topic2009
Education
School nameMajorDegreeGraduated
University of Florida, Fredric G. Levin College of LawTaxationLL.M - Master of Laws2009
University of Florida, Fredric G. Levin College of LawLawJD - Juris Doctor2008
Johns Hopkins UniversityPolitical Science - Minor in EconomicsBA - Bachelor of Arts2005
Pine View SchoolN/AHigh School Diploma2001
Speaking engagements
Conference nameTitleDate
Humane Society of Tampa BayEstate Planning for Pet Owners2015
Hillsborough County Bar Association, Tax Law Section Luncheon and CLEEthics of Representing the Low Income Taxpayer before the IRS and U.S. Tax Court: The Impact of Circular 230 and the Tax Court Rules2015
Hillsborough County Bar Association, Tax Law Section Luncheon and CLEInternational Issues of U.S. Taxation: FBAR, FATCA, OVDP, etc.2014
Hillsborough County Bar Association, Joint Tax and Immigration Law Section Luncheon and CLETax Issues in Immigration Law2014
Hillsborough County Bar Association, Tax Law Section Luncheon and CLEEmployment Taxes: Pitfalls and Issues Every Business Owner (and their Advisor) Need to Know2013
Hillsborough County Bar Association, Tax Law Section Luncheon and CLENew Federal Tax Legislation – TBA: The Consequences of the American Taxpayer Relief Act of 20122013
Financial Planning Leadership Council January ConferenceTop Tax Effects of the American Taxpayer Relief Act of 20122013
Sun City Center Estate Planning Study GroupLegal and Tax Issues for Homeowners Facing Foreclosure2012
Hillsborough County Bar Association, Tax Law SectionA Year-End Update on Federal Tax Law with Attention to Individual, Business and Estate and Tax Matters2012
Hillsborough County Bar Association, Joint Tax and Family Law Section Luncheon and CLEInnocent Spouse Relief – A Consideration for When a Joint Return Leads To Joint and Several Liability2012
Clarkson Allstate Educational SeminarThe Florida "No-Will" Will2012
Caregivers SymposiumTrusts Explained - Opening the Black Box2012
TOPPERS Estate Planning PanelEstate Planning Discussion Forum2011
Sun Towers Educational SeminarTrusts: Opening the Black Box2011
St. Petersburg Bar Association, Probate and Guardianship SectionTax Relief, Unemployment Insurance Re-Authorization and Job Creation Act of 2010 and the New Estate Tax Laws2011
Presentation to Multiple Independent Financial PlannersPlanning for 2011-2012 under TRUIRJCA and the New Estate Tax Law2011
SouthShore Chamber of Commerce PanelPatient Protection and Affordable Care Act2010
Hillsborough County Bar Association, Joint Tax Law and Real Property, Probate and Trust Law Section Luncheon and CLETax Consequences of Foreclosures, Short Sales, and Deeds in Lieu: Everything Practitioners, Lenders, and Borrowers Need to Know2010