The recent passage of Proposition 19 promises to dramatically change property tax rules for Californians. Effective February 16, 2021, new rules for family transfer of real estate will significantly impact what can be exempted from reassessment as well as limit other property tax benefits. Fortunately, certain Estate Planning tools can help you protect your clients and their families.
The experts at Shoup Legal are hosting a no-cost, live webinar to help CPAs and Financial Advisors explore the steps property owners can take now to protect themselves and their heirs.
How are property taxes affected by Prop 19?
What Estate Planning tools exist to help your clients protect themselves and their heirs?
What can your clients do NOW to avoid higher property taxes for them and their children?