Are you concerned about how Prop 19 could alter your special needs planning in California? “Prop 19’s Impact: Critical Info for Special Needs Planning” is a must-watch video for anyone in California dealing with estate planning, especially those planning for the benefit of a child with special needs. This in-depth discussion by Gilfix Law delves into the nuances of Prop 19, a significant California real estate law that could dramatically increase property taxes, potentially affecting your ability to provide for your loved one’s future.
Learn why families with special needs issues are particularly vulnerable under Prop 19 and what it means for leaving properties to your children. The video covers critical topics such as the elimination of Prop 58 benefits, the 100% reassessment of property taxes upon change of ownership, and the limited exceptions available. Plus, discover actionable solutions to mitigate Prop 19’s impact on your estate and ensure your property can still support your loved ones without unsustainable tax burdens.
Gilfix Law offers insights into coordinated estate planning, addressing property taxes, capital gains taxes, and estate taxes all while keeping your special needs planning goals in focus. Don’t miss out on expert advice that could save your family hundreds of thousands of dollars.
CHAPTERS:
0:00 – Intro
1:00 – Homelessness Concerns
1:53 – Understanding Prop 19
8:37 – Special Needs Planning Errors
9:32 – Estate Tax Exemption Changes
9:55 – Critical Estate Planning Considerations
10:45 – Tackling Death, Debt, Divorce in Estate Planning
12:06 – Estate Control Strategies
12:12 – Closing Thoughts
12:53 – Future Estate Planning Events
13:32 – Contact Information
This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues.
To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com
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