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Section | Estate Planning, Trust and Probate

Estate Planning, Trust and Probate & Probate Litigation Sections Meeting (virtual)

Property Tax Planning Under Prop 19

Speaker
Timothy Galusha | Thompson Welch Soroko & Gilbert LLP

The January MCBA Estate Planning, Trust and Probate & Probate Litigation Sections Meeting presentation, Property Tax Planning Under Prop 19, will be held virtually on Wednesday, January 17th from 12:00 to 1:00 PM via a Zoom Webinar.

Now that Prop 19 has scaled back the parent-child exclusion, how can parents transfer property to their children without triggering a property tax reassessment? This program will review planning options, including the use of legal entities, holding title in joint tenancy, and the co-tenancy exclusion.

Time will be reserved for questions and discussions.

***For those that are not able to attend but interested in the post-meeting recording, we require that you Register for the Event. Once the presentation is over, if the recording is adequate, we will send it to those that were not able to attend. If the recording is distorted and can not be viewed, MCBA will refund your registration fee. MCBA does not provide CLE for viewing recordings post presentation.***

Paul Gruwell and Julia Butler
Co-Chairs, MCBA Probate Litigation and Estate Planning, Trust and Probate Sections

MCBA IS AN APPROVED PROVIDER AND CERTIFIES THAT THIS ACTIVITY HAS BEEN APPROVED FOR MINIMUM CONTINUING EDUCATION CREDIT BY THE STATE BAR OF CALIFORNIA IN THE AMOUNT OF 1.0 HOUR. ELIGIBLE TOWARDS General/Estate Trust Probate Legal Specialization Credit.

To receive MCLE credit, you must connect by digital device; i.e., tablet or computer. Call in by telephone only will not qualify. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. MCBA is a certified provider: Provider #411.

People with disabilities and/or special requests should contact MCBA regarding reasonable accommodations.

1.0 CLE | General

Contact

Denise Belli | Email

01/17/2024 12:00 PM 01/17/2024 1:00 PM America/Los_Angeles Estate Planning, Trust and Probate & Probate Litigation Sections Meeting (virtual) Property Tax Planning Under Prop 19 Hosted Webinar, Log in sent after registration, , CA, Marin County Bar Association info@marinbar.org false MM/DD/YYYY

Registration

Registration for this event has ended

Date and Location

Wednesday | January 17, 2024
12:00-1:00P

Hosted Webinar
Log in sent after registration

Speaker Information

Timothy Galusha

Thompson Welch Soroko & Gilbert LLP

Tim Galusha is a partner of the firm. His practice focuses on real estate, business, and partnership law, and he specializes in property tax issues. Mr. Galusha is a graduate of the University of California at Berkeley (B.A. 1990) and the University of California, Hastings College of the Law (J.D. 1993). He externed at the California Court of Appeal for Justice Ming Chin, who served as a Justice of the California Supreme Court from 1996-2020.

Mr. Galusha is a member of the Real Property and Business Law sections of the State Bar of California, the San Francisco Bar, and the Marin County Bar. From 2011 - 2015, Mr. Galusha served as the Co-Chair of the Marin County Bar’s Real Property Section.

Since 2003, Mr. Galusha has lectured on property tax issues concerning Proposition 13 and reassessment. He is the co-author with Wayne Gilbert of “Understanding Property Tax Treatment of Trusts” (Winter, 2007) Vol.12, No. 4, Trusts and Estates Quarterly. Mr. Galusha has volunteered pro bono services on behalf of Marin Legal Aid since 2003.

Mr. Galusha lives in Marin with his wife and three children, and his activities also include tennis, CrossFit, skiing, and soccer, including 14 years of coaching.

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