Basics of Parent-Child Exclusion and Implications of Prop 19

Presented by The Estate Planning, Probate and Trust Section of the Barristers Club 

Basics of the Parent-to-Child and Grandparent-to-Grandchild Exclusion for Estate Planning and Administration Purposes, and the Implications of Proposition 19  

Date Wednesday December 9, 2020
Program 9:30-10:45 a.m. 
MCLE 1 Hour

Speakers

Jennifer P. Seksaria
Barulich Dugoni & Suttmann Law Group

Caroline Trainor
Barulich Dugoni & Suttmann Law Group 

An introduction to Proposition 13 and exclusions from reassessment, with a focus on the Parent-to-Child and Grandparent-to-Grandchild exclusion. A practical discussion and guide regarding the various forms needed to claim the exclusion. And a discussion regarding the implication of Proposition 19, which recently passed in November 2020.

Topics

  • Introduction to Prop 13 and Exclusions from Reassessment
  • A practical guide to the relevant forms needed to claim an exclusion
  • A discussion regarding non-pro rata distributions of real property
  • Prop 19 changes to Parent-to-Child/Grandparent-to-Grandchild exclusion

Section Co-Chairs

Simon Mayali, Sideman & Bancroft, LLP & Richard Shu, Barulich Dugoni & Suttmann Law Group Inc.

For a printable flyer, click here.

Event Code: B201236

Cost

 FREE BASF Law Student
 $35 Section Member
 $45 BASF Member
 $60 Nonmember

 

To Register
Sign-in to your account and select Register Myself at the bottom of the page. Use Forgot Username or Forgot Password if you don't know your account information. Don't have an account? Select Create Account

A link to access the Zoom meeting will be sent in your confirmation e-mail prior to the start of the event.

 

Note

To receive MCLE credit, you must sign in during the designated MCLE registration period. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. BASF is a certified provider: Provider #103

Special Requests 
People with disabilities should contact BASF regarding reasonable accommodations.
When
12/9/2020 9:30 AM - 10:45 AM
Where
Online only. San Francisco, CA 94111
 

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