Proposition 19 Revisited: Proactive Planning Techniques and Practice Pointers

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Proactive Planning Techniques and Practice Pointers

Credit Hours:

1.00

Specialty Area:

Estate Planning, Trust and Probate Law

Credit Type:

General

Original Air Date:

June 20, 2023

Credit Eligible In:

California

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. Email for accreditation information in your state.

Proposition 19 introduced major changes to California property tax law that impact trust and estate planning throughout the state. The new law virtually eliminated certain tax benefits that have been enjoyed for decades and partly expanded the reach of others. Did you know that there are ways to reduce or eliminate the negative consequences of Proposition 19? Navigating these limitations takes proactive planning and due diligence and doing so correctly is likely to set you apart and place you and your clients at a significant advantage. Join us to learn about Prop 19, including recent updates, and the creative planning techniques available to lessen its burdens.

Michael P. Kelly

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Aialat, Polley, Ayoob, Matarese & Broege

Michael Kelly joined Ajalat, Polley, Ayoob, Matarese & Broege as an associate in 2022. His practice areas include Property Tax, Franchise Tax, Sales and Use Tax, City Business Tax, and Documentary Transfer Tax.

Michael received his undergraduate degree from UCLA and earned his Juris Doctor from Loyola Law School in 2016. During his time at Loyola, he served as the Vice Chair of the Public Interest Law Foundation, a program dedicated to providing assistance to those traditionally underrepresented in the legal system.

Michael is an experienced litigator with expertise in environmental contamination and remediation. He has helped clients navigate the environmental regulatory process and has worked closely with regulators and experts to analyze and develop remediation strategies on impacted land.

Gregory R. Broege

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Aialat, Polley, Ayoob, Matarese & Broege

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.

Super Lawyers Magazine has consistently recognized Greg as a Southern California Rising Star and Greg has been recognized as a rising star by the California State Board of Equalization. Greg was also awarded the New Member Achievement Award by the Institute for Professionals in Taxation. Greg has served as chair of the State and Local Tax Committee of the Taxation Section of the Los Angeles County Bar Association, as chair of the Institute for Professionals in Taxation’s Property Tax Symposium Planning Committee, and as chair of the property tax committee of the Institute for Professionals in Taxation’s Annual Conference.