WEALTH MANAGEMENT BLOG

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1/14/21 Virtual Discussion:

Upcoming changes to CA tax & property transfer laws resulting from Proposition 19

On January 14th at 10:00 am PT, we’re hosting a virtual event featuring Estate Planning Attorney, Daniel Wilson from Robinson & Wilson, and HoyleCohen Legacy Coach, Chuck Ebersole. We will discuss recent changes to California Property Taxes and and the “Parent-Child Exclusion” as a result of Proposition 19, and strategies to eliminate or minimize the effects of these changes to your generational asset transfer goals and estate planning.  

Date:  Thursday, January 14th, 2021

Time:  10:00 – 11:00 am PST

  • To register in advance please click here
  • An e-mail notification will go to your inbox with a calendar hold attached.
  • To submit questions ahead of time, please email: info@hoylecohen.com
  • There will be time for Q&A.
  • This event will be recorded.

 

Your Hosts:

Daniel Wilson:  Estate Planning & Probate Attorney, Robinson & Wilson, ALC

Daniel Wilson is an Estate Planning Attorney located in San Diego. He is a California Board Certified Specialist in Estate Planning, Trust, and Probate Law and also has a Master of Laws in Taxation.  Daniel handles all aspects of Estate Planning, Probate, and Trust Administration. In both Estate Planning and Trust Administration, he focuses on minimizing California Property Taxes.

 

 

Chuck Ebersole CLU, ChFC, CFP®, CAP®, AEP®:  Senior Wealth Advisor / Legacy Coach, HoyleCohen

Chuck Ebersole has been in the financial services industry for over 40 years. He has helped numerous families grow and successfully transfer their wealth to their successors and fund their philanthropic endeavors. Chuck is committed to offering comprehensive financial solutions for the complex problems and undiscovered opportunities his clients face.

 

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