SpeakersStefani C. Coggins
McDowall Cotter
Brett S. Lytle
Shareholder, McDowall Cotter
Kaitlyn Sikora
K&L Gates
Transferring real property interests in California is fraught with pitfalls that gives rise to potential reassessment and tax concerns. Understanding what to look out for and how to utilize Prop 13 and Prop 58 is crucial to the successful representation of clients that own interests in California real property. This presentation
will provide attendees with a roadmap to navigate these issues in order to better serve their clients and avoid the consequences of reassessment.
Topics• Utilizing Prop 13 and Prop 58 to efficiently transfer property interests
• Application of Prop 13 to Individuals and Entities
• Utilizing the Parent-Child Exclusion
• Issues Concerning Change of Control in LLCs