The Estate Planning, Probate and Trust Section presents
PROPOSITION 19:
Advanced Topics What Property Tax Laws it Changed, and What To Do Now
| Date |
Monday, December 21, 2020 |
| Program |
3:00 - 4:30 p.m. |
| MCLE |
1.5 Hours in Estate Planning, Trust & Probate Law Specialization Law |
Speakers
Topics
- Transfer of property tax basis AND keep the step up for federal taxes (can it be done? If so, how.)
- Issues in multigeneration transfers ((grand)parent to child; then parent to child)
- LLC transfers
- Step transaction rule
- Can you trust your assessor to respect prior guidance
- What do I put in my letter to client about risks of reassessment or losing step up, etc.
ALERT! If you plan to record a deed before Proposition 19 becomes effective on February 16, 2021, please note that February 15, 2021 is President’s Day, a legal holiday, and our Office is closed. We expect a high volume of document submissions during that time, any discrepancies or errors found in the process may require additional time to clarify or correct, which may cause further delay on the recording timeline. Early recording is highly recommended.
Estate Planning Section Chair
Erika Yuen, Yuen & Yuen, Prof. Law Corp
Probate Litigation Subcomittee Co-Chair
Alicia Gámez, Gámez Law
Event Code: G200511
For a printable flyer, click here.
For related events, click here.
Cost
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.
- Select Proceed to Checkout to enter payment information, submit your order and complete the registration process.
Program Access
A link to access the Zoom webinar will be sent in your confirmation e-mail prior to the start of the event. If you do not receive login credentials, please double check your Spam Folder. If you have any trouble, please contact cle@sfbar.org as soon as possible before the program starts so we can assist with troubleshooting. You may need to consult your local IT technician for connection issues.
MCLE Notice
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
Accessibility
People with disabilities and/or special requests should contact BASF regarding reasonable accommodations.