Proposition 19 Revisited: Proactive Planning Techniques and Practice Pointers
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Comparison of prior parent-child and over-55 base year exclusions to the Prop 19 versions of the same. We will analyze the differences and any new nuances. We will also provide potential planning techniques to transfer property to children without reassessment.
ABOUT OUR SPEAKER
Greg was born in Long Branch, New Jersey and grew up at the Jersey Shore. Greg attended Florida State University for his undergraduate studies where he graduated summa cum laude and Phi Beta Kappa. After graduating from FSU, Greg attended UCLA School of Law where he was awarded a Dean’s Merit Scholarship.
Greg began his practice at Latham & Watkins LLP. Greg joined Ajalat, Polley, Ayoob, Matarese & Broege in 2009 where he specializes solely in California State & Local Tax matters. Greg became a partner in 2016.
