Proposition 19 Revisited: Proactive Planning Techniques and Practice Pointers

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.