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Recent Changes in California Property Tax Law: Planning Opportunities With Principal Residences

USA - June 6 2022 The passage of Proposition 19 by California voters in November 2020 made significant changes to the exemption from property tax reassessment for…

High Net Worth Family Tax Report, Vol. 15, Issue 1

USA - June 6 2022 As we have for more than 15 years, in each issue we bring you in-depth articles highlighting important topics and providing practical insights for…

Terri Barron, Brittney N. Butts, Christina Hammervold, Nick Warshaw

Significant Change to California Parent-Child Property Tax Exemption; Potential Impact of Biden Presidency on Gift Tax Exemption

USA - November 12 2020 While official results have not yet been announced, it appears certain that Californians have voted to implement Proposition 19, a ballot measure…

November Is Approaching Fast! What You Need to Know About Estate Planning and Property Taxes

USA - July 19 2020 The upcoming November election could bring significant changes in tax laws impacting estate and wealth-transfer planning for our clients. Don’t wait…

Leah M. Bishop, Alyse N. Pelavin

Supreme Court Holds North Carolina Trust Tax Law Unconstitutional

USA - June 26 2019 The United States Supreme Court recently decided an important case involving a State’s ability to tax the undistributed income of a trust. In North…

Paul N. Frimmer, Jordan A. Klein, Jonathan J. Rikoon, Todd I. Steinberg