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

By Berliner Cohen, LLP

Learn about the impacts of home transfers from the county assessor, a realtor, a lender, and an estate planning attorney.

Date and time

Location

County of Santa Clara County Office of the Assessor

130 West Tasman Drive San Jose, CA 95134

Lineup

Good to know

Highlights

2 hours
In person

About this event

Other

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

Organized by

Berliner Cohen, LLP

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