OUR SERVICES
Property Tax Planning
Don’t let rising property taxes jeopardize your financial goals. Let us help you navigate Proposition 19 and
develop strategies to secure your wealth for the future.
Our Property Tax Planning Services
California’s Proposition 19 has significantly changed the property tax landscape, impacting countless families and property owners across the state. At Rosen Trust Law, we help high-net-worth individuals navigate these changes, offering tailored strategies to minimize tax burdens and preserve wealth. Serving clients in LA, the Bay Area, and beyond, we ensure your property tax planning aligns with your financial goals and estate plans.
Here’s some of the strategic property tax planning services we cover for high-net-worth families:
Proposition 19 Impact Analysis
Understand how Proposition 19 affects your ability to transfer property tax rates to your children or other beneficiaries and explore strategies to minimize tax increases.
Parent-to-Child Exclusions
Learn about the limits on parent-to-child property transfers and how to utilize exclusions effectively under the new rules.
Property Reassessment Avoidance Strategies
Develop approaches to avoid unnecessary property reassessments and maintain lower property tax rates for your family.
Multi-Property and Investment Real Estate Planning
Create tax-efficient plans for portfolios with multiple properties, including rental and investment properties, to protect long-term profitability.
Trust-Based Property Planning
Incorporate trust structures into your estate plan to maximize tax benefits and ensure compliance with Proposition 19 regulations.
Property Tax Appeal Support
Guidance and representation to challenge incorrect property tax assessments and secure fair valuations for your properties.
The Property Tax Planning Process
01
Comprehensive Assessment
We begin by analyzing your current property holdings, tax liabilities, and the potential impact of Proposition 19.
02
Strategy Development
Our team designs a customized plan to minimize tax exposure, preserve Prop 13 tax benefits where possible, and protect your wealth.
03
Integration with Estate Planning
We ensure your property tax strategies align seamlessly with your broader estate and wealth management plans.
04
Execution and Compliance
We assist with implementing strategies, including trust creation and filing necessary documents, to safeguard your property against reassessments.