Publications
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11.25.2020Navigating Proposition 19: Planning for 2021 Changes to California Real Property Tax Reassessment RulesUpdatesOn November 3, 2020, California voters narrowly approved Proposition 19 (The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural Disasters Act) and with it comes significant property tax changes for California real-property owners.
Presentations
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07.14.2021The Impacts of Prop 19 on Estate and Trust PlansSpeaking EngagementsCalCPA Foundation
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06.04.2021Property Tax Issues in Estate and Post-Mortem PlanningSpeaking EngagementsSan Francisco Estate Planning Council
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11.03.2016Community Property in Estate PlanningSpeaking EngagementsCalCPA
21st Annual Advanced Estate Planning Symposium / Alamo, CA
Round Hill Country Club