Beat Prop. 13: Using An Entity To Transfer Real Estate To Heirs.

Date: Thursday, March 14, 2024
Time: 7:00am - 9:00am
Location: The Depot and via Zoom
Speaker: Bruce Givner

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THE ROOM IS GETTING FULL!  I HAVE CLOSED DOWN REGISTRATION.  IF YOU WANT TO BE ON THE WAITING LIST AS WE DO GET CANCELLATIONS, PLEASE CALL MARLOWE AT 310-375-6300 OR EMAIL MARLOWEKEPNER@GMAIL.COM

Prop. 19 eliminated the partial parent-child exclusion for transfers of non-principal residence real property and severely restricted the unlimited parent-child exclusion for a personal residence.  There is some hope an action spear-headed by the Howard Jarvis Taxpayers’ Association will repeal Prop. 19.

In the meantime, we can use Rev. & Tax. Code Section 64, specifically subsections (c) and (d), to transfer both types of property to the next generation at little or no reassessment cost.  We do this in the context of estate tax planning.  It takes several years to accomplish, and it is complicated, but it works.

ABOUT OUR SPEAKER
Mr. Givner has been practicing tax law for over four decades concentrating on income tax planning, estate tax planning, sophisticated retirement plans, asset protection planning, charitable planning, capital gain planning, tax litigation, and the representation of high net worth and high-income families, as well as individuals and their closely held corporations.

Look who is coming!

 

Robert Abelson   Garee Gasperian   Andrew Meinzer
Bob Abelson, CPA   Michael Goergen   Mike Millea
Kathleen Adams   Matthew Golding   kelly moore
Carmen Alberio   Erica Gomez   MAT MOORE
Ernesto Aldover   Susan Griego   Blanca Nazareth
David Andrade   Suzanne Grudnitski   Shawn Nejad
Nadia Antii   David Guelff   Tom Nguyen
Michael Barth   Ali Haidar   Grant Niman
Max Barth   Mary Hanson   Michael Ozawa
David Benedetto   Patricia Harik   Julia Parton
Stephanie Bezner   Eric Harris   Masumi Patel
Allen Bond   Margaret Healy   Peter Pettler
Eugene Brown   JOHN HOOKS   Rhonica Petty
Gustavo Cardenas   Jacqueline Huber   Donna Phelan
Cheryl Carter   Matthew Iantosca   Yvonne Phillips
Phillip Cook   Vickie INtriago   Gregory Schill
Ashley Copp   alexis jensen   Rebecca Schroff
Kathleen Crane   Peter Jensen   Edward Schuh II
Kristen Damon   Mollie Kaiser   Angela Sheldon
Drew Davis   Sharon Kalani   Larry Takahashi
Maureen Dearden   Isaac Kim   Laura Thatcher
Stephanie Denton   Angela Klenk   Mark Tsujimoto
R Stephen Doan   Mickey Knickerbocker   Kazuaki Uemura
Linda Dorfmont   Alexis Langer   Sandy VandenBerge
Claire Durand   Regina Lark   Shylesh Viswanathan
Jennifer Eaton   Christina Lewis   Courtney Witz
Edward Fixen   Scott Magee   tammy wong
Bryan Flores   Andrew Manier      
Samuel Ford   JR McDonald      
               
 
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