Proposition 19 Revisited: Proactive Planning Techniques and Practice Pointers

Tuesday, June 20, 12:30 pm - 1:30 pm Pacific via ZOOM

BHBA members attend all CLE webinars for free. There is a fee for non-members. Check out all membership options at www.bhba.org/membership.

Earn 1.0 CA CLE Hour, including Estate Planning, Trust and Probate Law Specialization

Meet the Speakers

Gregory Broege

Aialat, Polley, Ayoob, Matarese & Broege

Michael Kelly

Aialat, Polley, Ayoob, Matarese & Broege

About the Program

Proposition 19 introduced major changes to California property tax law that impact trust and estate planning throughout the state. The new law virtually eliminated certain tax benefits that have been enjoyed for decades and partly expanded the reach of others. Did you know that there are ways to reduce or eliminate the negative consequences of Proposition 19? Navigating these limitations takes proactive planning and due diligence and doing so correctly is likely to set you apart and place you and your clients at a significant advantage. Join us to learn about Prop 19, including recent updates, and the creative planning techniques available to lessen its burdens.

Section Sponsors

This program is presented by the Trust and Estates law section, chaired by Andrew G. Smith and Dina Y. Nam, and co-hosted by the Tax Law section, chaired by Michele Weiss. Find out more about the sections at www.bhba.org.

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CLE CREDIT: This activity has been approved for participatory Minimum Continuing Legal Education credit by the State Bar of California in the amount shown above and the Beverly Hills Bar Association certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education.