October 2020 Virtual EPCSD Meeting
The Estate Planning Council of San Diego Presents:
October 20th, 2020 EPCSD
Virtual Meeting Via Zoom:
Life, Death and Property Taxes
By: Jeffrey Olson & John Reynard
Date: Tuesday, October 20, 2020
Time: 4:30pm-6:00pm
Cost: $30.00 per person (Guest or EPCSD Member)
Zoom Webinar ID and Password:
Will be sent to you after you register and pay
Sponsor:
Tom Gotfredson, with 39 years of legal experience specializing in estate planning, and his firm, Blanchard, Krasner & French in La Jolla, are pleased to sponsor this month’s virtual meeting, and to congratulate the EPCSD on its continued success as a collegial meeting place for a wide variety of professionals in the estate planning field.
https://www.bkflaw.com/team/
Topic:
Life, Death and Property Taxes
With two new property tax measures on the upcoming election ballot for November 3, Jeffrey Olson, Chief Deputy Assessor with the San Diego County Tax Assessor’s Office will walk us through the two ballot measures and how these measures could drastically change property taxes as we know it, and he’ll give us an overview of current property tax assessment issues in his office as they relate to real estate transfers involved in estate planning and administration.
Estate Attorney John Reynard will cover real estate transfer traps and pitfalls for the unwary related to estate planning and transfers of real estate to and from joint tenancies, revocable and irrevocable trusts, sub-trust funding, corporations, limited partnerships and LLCs, and key points about post death trust administration to beneficiaries. You won’t want to miss this combination of speakers.
Speakers:
Jeffrey Olson
San Diego County Chief Deputy Assessor
Jeff Olson is San Diego County’s Chief Deputy Assessor, responsible for the overall operations of the Assessor’s office and the County’s $605 Billion assessment roll. Jeff is an expert in property tax law, having spent the last 31 years working in the Assessor’s office. He holds a Bachelor’s Degree in Finance and an Advanced Appraiser Certificate from the California State Board of Equalization. At this meeting Jeff will be discussing property tax law as it applies to estate planning, programs that can save your clients property tax dollars, and two November 3rd ballot measures that could drastically change these programs going forward.
John Reynard
Partner | Driscol; Amderson Reynard LLP
John is a partner with Driscoll Anderson Reynard LLP and brings an extensive background in tax, business, real estate and trust experience. He is a Certified Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization. His practices focuses on helping clients navigate complex tax, investment and real estate structures. John attended Stanford University majoring in Psychology and received his law degree and Masters of Laws in Taxation from the University of San Diego.
Continuing Education Credits Pending:
This continuing legal education course is intended for Experienced Attorneys and Newly Admitted Attorneys and is pending for up to 1.0 California MCLE credit hour, 1.0 New York CLE credit hour r, 1.0 CFP credit for CFP® professionals and certificates will be available for CE credit for CPAs and CSPG professionals.
Please RSVP
by October 15th 2020
In order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.
You do NOT need a PayPal account in order to pay via credit card through PayPal.
If you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.
Save the Date- Future EPCSD Meetings:
The EPCSD.org website will be updated a month prior to each meeting with the RSVP information
- Tuesday, November 17, 2020 at 4:30pm
- No Meeting in December 2020
- Tuesday, January 19, 2020 at 4:30pm
- Tuesday, February 16, 2021 at 4:30pm
- No Meeting in March 2021
- Tuesday, April 20, 2021 at 4:30pm
- Tuesday, May 18, 2021 at 4:30pm
- Tuesday, June 15, 2021 at 4:30pm
**PLEASE NOTE: OUR ADDRESS HAS RECENTLY CHANGED. PLEASE SEND ALL MAIL TO:
Jessica Vito Cruz
P. O. Box 880536
San Diego, CA 92168
