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Succession, Prop. 13, and Documentary Transfer Taxes (without the Parent-Child Exclusion Crutch); 2025 Annual Meeting of the Tax Bar and Tax Policy Conference
Taxation Law Section
Credit(s):
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Legal Specialization in Taxation Law
1 Participatory MCLE Credits
California’s property tax reassessment rules can be confusing, and full of traps for the unwary. Layer in property-owning legal entities, trusts, special rules governing joint tenancies, and transfer taxes, and the puzzle gets even more complicated. Even worse, some jurisdictions might claim that gifts or inheritances of legal entity interests trigger documentary transfer tax. This panel will explore the intersection between estate planning, Prop. 13, and documentary transfer tax.
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Legal Specialization in Taxation Law
1 Participatory MCLE Credits
All
Standard
Non-Member
$65.00
CLA Member
$45.00
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