Advanced Issues in Property Tax

Date: Tuesday, September 25, 2018
Time: 5:30pm - 8:00pm
Location: Santa Ana Country Club | 20382 Newport Boulevard | Santa Ana 92707
Speaker: Bradley Marsh, Greenberg Traurig, LLP

This presentation will cover many of the most pressing and important issues for estate planners and other professionals who touch property tax issues, including:  (a) common errors made by estate planners and other attorneys, (b) common troublesome issues that estate planners and attorneys come across, (c) ways to fix common errors, and (d) legislative/voter update.

Note:  This program also qualifies for 1-hour of continuing education credit for Attorney, CPA, Professional Fiduciary and Trust Officers, and  pending1-hour of continuing education credit with the California Department of Insurance (Life Insurance licensed)..  It is also pending 1-hour CE with the Certified Financial Planners Board of Standards.


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