Virtual
Non Pro Rata Trust and Will Distributions of Property Overview 2023
Date: Dec. 6, 2023
Time: 10 – 11 a.m. PT
CPE: 1
Member
$49.00
Nonmember
$59.00
Members, log in to access your discount.
Overview
In this webinar, Sislyan and Smith will discuss California property tax law and practical considerations relevant to trust and will distributions of property before Proposition 19 and the options and consequences for funding an illiquid trust or estate. Sislyan and Smith will also discuss the impact of Proposition 19 on these property distributions, and will provide examples of how taxpayers are structuring transfers in the wake of Proposition 19.
Product Code
1000002555-123829
Credit Type
CPE: 1CPE-Technical: 1IRS-FTL: 1MCLE LS-EP: 1Intended Audience
CPAs, attorneys, financial professionals and real estate professionals.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
Basic knowledge of Estate and Trust planning in relation to Proposition 19.
Advance Preparation
None.
Learning Objectives
Major Subjects
- Property Tax
- Change in Ownership
- Trusts, Estates and Wills
- Assessor Methodology
Faculty
Ruben Sislyan
Ruben Sislyan focuses his practice on California state and local tax controversies at the audit, administrative, and judicial levels. He has broad experience representing Fortune 500 and middle-market companies, closely held businesses, start-ups, families, and individuals in a wide range of state and local taxes, including corporate franchise/income, personal income, sales and use, property, tobacco, and gross receipts and other local taxes.R...
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James Smith
James T. Smith is a member of the Tax Practice in Greenberg Traurig’s San Francisco office. Mr. Smith focuses on state and federal tax controversies and litigation. He also assists clients with compliance counseling for federal and state tax matters. During law school, Mr. Smith served as an honors intern clerk for the Honorable Mitchell S. Goldberg at the U.S. District Court for the Eastern District of Pennsylvania. He was also a volunteer la...
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