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Avoiding Property Tax Reassessment When Leaving Your Home to a Child: It’s Not As Easy As It Sounds!
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View Recorded Webinar
Divorcing? Time To Update Your Estate Plan
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Date Recorded: November 14, 2024
Host: Dennis M. Sandoval, Managing Partner of Sandoval Legacy Group
About the Webinar
In California, leaving property to your children isn’t as simple as passing down the keys. Recent changes in property tax laws have made it increasingly difficult to avoid reassessment, which could mean higher taxes for your heirs. Join estate planning attorney Dennis M. Sandoval in this informative webinar where you’ll learn how to protect your family’s assets and avoid common pitfalls that can lead to costly tax reassessments.
What You’ll Learn:
- The intricacies of California’s property tax reassessment laws
- Strategies to legally avoid reassessment when transferring property to your children
- How to structure your estate plan to protect your family’s financial legacy
- Key updates on recent changes in California estate law impacting homeowners
- Common mistakes to avoid when leaving property to heirs
Who Should Attend:
- California homeowners considering transferring their property to children
- Adult children involved in estate planning
- Financial advisors and estate planning professionals
- Real estate agents and professionals working with property transfers
- Anyone looking to preserve their family’s assets and avoid costly property tax increases
Bonus for Attendees:
Complimentary Ebook! All webinar attendees will receive a free ebook packed with expert tips on protecting your estate and ensuring your property stays in the family—without the tax headache.
Don’t miss out on the opportunity to stay informed and prepared.
Meet Our Panelist:
Dennis M. Sandoval, Attorney
Dennis Sandoval is the only attorney in California who has certifications in the three areas of estate planning, elder law, and taxation. He received his Certified Estate Planning, Trust, and Probate Law Specialist designation from the California Bar Board of Legal Specialization in 1998 and his Certified Taxation Law Specialist designation in 2000 from the same organization. He is a Certified Elder Law Attorney (CELA), a designation he proudly received in 2004 after meeting all the requirements established by the National Elder Law Foundation (NELF) and the American Bar Association. Dennis also holds the designation as an Accredited Estate Planner® (AEP) from the National Association of Estate Planners and Councils.