PROPOSITION 19:

Advanced Topics What Property Tax Laws it Changed, and What To Do Now

Speakers

Bradley R. Marsh Shareholder, Greenberg Traurig, LLP	Paul LaMartina Greene Radovsky Maloney Share & Hennigh LLP

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.

From the Office of the Assessor-Recorder
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: G210504

Cost

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