What Every Estate Planning Attorney Should Know About Property Tax
Join the LAEPC as Neda Barkhordar, Esq. (KFB Rice, LLP) discusses the intersection of estate planning and California property tax in light of Proposition 19. In particular, Ms. Barkhordar will be discussing the following:
- The limits placed on transferring California real estate due to the passage of Proposition 19;
- The best way to advise a client to hold newly acquired real estate and why;
- Property Tax Planning using legal entities;
- Planning alternatives to reduce the taxable estate using Grantor Trusts, GRATs, SLATs, and QPRTs while avoiding a property tax reassessment.
Neda Barkhordar, Esq. is an attorney at KFB Rice, LLP. Ms. Barkhordar has advised clients on both regular estate planning, such as pourover wills and family trusts, and complex estate tax planning involving private annuities, QPRTs, SCINs, and GRATs. She has been the primary advisor to clients and their other advisors about the Offshore COluntary Disclosure Program (taxpayers with delinquent Foreign Bank Account Reports). Ms. Barkhordar has filed Tax Court petitions and is actively engaged in negotiations with the Internal Revenue Service and the California Franchise Tax Board on behalf of taxpayers with collection and other problems. She is also currently at work on two large tax-free spin-offs under Internal Revenue Code Section 355. Ms. Barkhordar is a graduate of UCLA, where she completed her degree in 3 years summa cum laude. She received her law degree from UCLA where she completed the Business Law and Policy Specialization in Taxation and received A's in all of the major tax classes. She earned her LLM in tax from NYU (with a 3.8 GPA).
* Kindly RSVP with your meal choice by Monday 2/13 at noon*
