Proposition 19 | Package | WealthCounsel

California Forum Webinar - Recently Passed CA Proposition 19: How it Affects California Property Taxes
Presented by Greg Broege, Esq
Recorded Thursday, December 3, 2020
Presentation Slides

In this sixty-minute continuing legal education webinar, Greg Broege. Esq., reviews the recently passed Proposition 19, which significantly changes the parent-child exclusion from real estate tax reassessment as well as other important areas. Listen as Greg discusses the rules of Proposition 19 and covers the pros and cons of rushing to plan before the effective date of February 16, 2021. Greg specializes in California state and local tax matters; he began his practice at Latham & Watkins and joined Ajalat, Polley, Avoob & Matarese in 2009.

CLE CA - 1.0 hour of CA Certified Specialist of Estate Planning, Trust and Probate Law In order to be awarded full credit hours, you must be present during the entire program.

California Forum Webinar - BOE Legal Entities and Estate Planning Techniques
Presented by Greg Broege, Esq., and Jonathan Mintz, JD
Recorded Wednesday, January 6, 2021
Presentation Slides - Broege
Presentation Slides - Mintz

During this continuing legal education webinar, Greg Broege, Esq., presents for 45 minutes on the topic of Board of Equalization legal entities, followed by Jonathan Mintz, Esq., presenting on Proposition 19 and estate planning techniques.

CLE CA - 2.0 hours of CA Certified Specialist of Estate Planning, Trust and Probate Law In order to be awarded full credit hours, you must be present during the entire program.

California Forum Webinar - Drafting Proposition 13 Trusts (Now that Proposition 19 Has Passed): a Nuts and Bolts Guide to Drafting a Trust in Wealth Docx^® to Effectuate a Change in Ownership
Presented by James Cunningham, JD
Recorded Tuesday, January 26, 2021
Presentation Slides

In this webinar, James Cunningham, JD, presents practical drafting aspects of Proposition 19 before it becomes effective on February 16, 2020. The following topics will be discussed:

• Outright transfers
• Gifts to trusts
• Transfers from “B” trusts How to effectuate a transfer when the transferor parent is incapacitated Transfers to a trust that is deemed a grantor trust vis-à-vis a parent but is created by a child (if the grantor is incapacitated)
• The home and $1M assessed value cap on transfers
• Transfers involving LLCs
• What not to put in the trust Powers that can be given to a trust protector to bring back the completed gift into the estate of the grantor
• Planning techniques if the child-donee predeceases the parent

CLE CA - 1.0 Hour of CA Certified Specialist of Estate Planning, Trust and Probate Law In order to be awarded full credit hours, you must be present during the entire program.