WealthCounsel California Forum Proposition 19 Package

The WealthCounsel California Forum, led by Kristin Yokomoto, JD, presents four hours of continuing legal education on the recently approved Proposition 19, which limits the parent-child exclusion for real estate tax assessments. Greg Broege, Esq., and Jonathan Mintz, Esq., will walk you through the Proposition 19 rules, Board of Equalization legal entities, estate planning techniques, and the pros and cons of rushing to plan before the effective date of February 16, 2021. James Cunningham, JD, will then present his webinar, “Drafting Proposition 13 Trusts (Now that Prop 19 Has Passed): a Nuts and Bolts Guide to Drafting a Trust in Wealth DocxⓇ to Effectuate a Change in Ownership.”

CLE: 4.0 credits

States Pre-Approved: AZ, CA (Estate Planning Legal Specialization)

** We will supply you with the information needed to self-apply in all other states.

Once completed, please send your name, bar number, title of course, and the three verification codes (one code in each part) to shopcle@wealthcounsel.com.