There are several ways to avoid an unreasonable reassessment on property. Our firm has helped many clients when they were about to purchase or did purchase real estate in California. Several of the approaches our firm takes include properly titling the property; thinking beyond the parent-child exclusion; artful crafting of the trust documents; and post-mortem planning.
Our firm warns that one should not transfer property without knowing the property tax consequences. Our firm has achieved excellent results from working with the assigned assessor and saved client money by this informal approach. If an appeal is warranted, our firm can ensure the proper documents are completed and filed as well as represent the client before the assessment appeals board, and, if necessary, the courts.