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Bewley, Lassleben & Miller, LLP

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562.758.1443
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Whittier, California 90602-1797
MIKE LEBEAU PRESENTS AT 37TH TAX AND ESTATE PLANNING FORUM IN SAN DIEGO

MIKE LEBEAU PRESENTS AT 37TH TAX AND ESTATE PLANNING FORUM IN SAN DIEGO

On October 27 Mike Lebeau presented two Proposition 13 Change in Ownership workshops to the 37th Tax and Estate Planning Forum in San Diego California.  At the Forum Mr. Lebeau discussed how the Parent-Child Exclusion is applied to trusts and estates, and how California’s legal entity change in ownership rules govern property tax reassessment under Proposition 13.  Mr. Lebeau also discussed how the reorganization of the California State Board of Equalization has impacted property tax administration.

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