Protecting Your Home, Family, & Future: Insights on Property, Taxes & Trust

For property owners in Santa Clara County, it is important to understand the implications of property transfers. Join us for a discussion about the impacts of home transfers, hearing perspectives from the county assessor, a realtor, a lender, and an estate planning attorney. The following topics will be covered:

• Prop 19 (intergenerational transfer and base year transfer)
• ADU (granny unit)
• State of the real estate market
• Realtor compensation/purchase price
• Reverse mortgage and financing for inherited properties
• Estate planning considerations

Speakers:

• Greg Monteverde, Assessor
• Neysa Fligor, Assistant Assessor
• Nora Galvez, Division Chief, Standards, Services and Exemptions
• Mai Shearer, Division Assistant Chief, Real Property
• Clint Moore, Real Estate Agent, Intero, Director, Santa Clara County Association of Realtors (BRE#01981682)
• Michele Reen, Loan Officer, CityWide Home Mortgage (NMLS# 304120/2611)
• Maria Palomares, Attorney, Berliner Cohen LLP

Sponsors:

• Berliner Cohen, LLP
• CityWide Home Mortgage
• Intero