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Getting Property to the Kids with Lower Property Taxes, Tricks and Traps of Prop 13 – McDowall Cotter San Mateo 3/6/19 12PM

March 6, 2019 @ 12:00 pm - 1:15 pm

Taxes Workshop

Join us on Wednesday 03/06/19 from 12pm to 1:15pm for our Getting Property to the Kids with Lower Property Taxes, Tricks and Traps of Prop 13. The event will happen at McDowall Cotter APC San Mateo office located at 2070 Pioneer Court, San Mateo.

The California Proposition, officially named the People’s Initiative to Limit Property Taxation, amended the Constitution of California by means of the initiative process. It was approved by California voters on June 6, 1978.

California Proposition 13 had three significant provisions. The first limited the tax rate for real estate such that the maximum amount of any ad valorem tax on real property would not exceed 1% of the full cash value of such property. In fact, the proposition actually decreased property taxes by assessing property values at their 1975 value.

Learn more about Proposition 13, and furthermore catch up on the tips and tricks that surround Prop 13.

This event provides 1.5 CE credits for CFPs, CPAs, and Attorneys. Lunch will also be provided by McDowall Cotter.

Share our link for this event and RSVP today: https://tricks-and-traps-prop-13.eventbrite.com

Our estate planning process includes planning for incapacity without probate, and consultations for making well-reasoned decisions whether you are married, have children, are single, or are part of a blended family. Our goal is to provide you with an estate plan that provides for dignity and privacy in the event of incapacity and provides for the efficient and cost effective transfer estate assets in the event of death.

Wealth Preservation Planning begins with an overall analysis of your personal business plans and goals to determine the most advantageous strategy for wealth preservation and business succession. We then organize your assets in ways that anticipate risk and guard against its exposure. This typically involves the transfer of assets from an unprotected form of ownership to protected options such as Limited Liability Companies (LLC’s), Corporations or Irrevocable Trusts. We then provide guidance that ensures compliance with the laws that govern your plans and assets. Learn more https://www.mcdlawyers.net/expertise/wealth-preservation/

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McDowall Cotter Attorneys San Mateo

McDowall Cotter’s chief objective is to deliver exemplary legal services that are personalized, effective, and efficient. Legal matters can be confusing and intimidating; we make it our business to provide clients with the assistance they need to understand the law and with the services they desire to make it work for them.

McDowall Cotter provides comprehensive legal services in three areas of practice: civil litigation; business; and wealth preservation.

We pride ourselves on our knowledge, experience, commitment and compassion. We strive, for every client and under every circumstance, to conduct ourselves in ways that combine the care and creativity that make us excellent wealth preservation planners with the determination, teamwork and attention to detail that explain our enduring success as business counselors and litigators.

Check our website at: https://www.mcdlawyers.net/

For more information about our services, contact us at:
2070 Pioneer Court
San Mateo, CA 94403
Tel 650-572-7933
Fax 650-572-0834

Mountain View – Satellite Office
800 W El Camino Real, Suite 180,
Mountain View, CA 9040


March 6, 2019
12:00 pm - 1:15 pm
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McDowall Cotter, APC


McDowall Cotter, APC
2070 Pioneer Court
San Mateo, CA 94403 United States
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