Property Tax Planning

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