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April 23 Dinner Seminar: Proposition 13 Change in Ownership for Estate Planners
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Get an overview of basic and more advanced Prop 13 property tax succession planning, changes in property tax regulations and State Board of Equalization advisory opinions, and insights into tricks and traps. Recent changes to the structure of the Board of Equalization, proposed legislative changes to the Prop 13 entity rules, and the split roll ballot initiative will be discussed.

 Export to Your Calendar 4/23/2018
When: April 23, 2018
Registration and Buffet Dinner: 6:00pm; Presentation: 6:30 - 8:30pm
Where: Map this event »
Santa Clara Marriott Hotel - California Ballroom
2700 Mission College Blvd
Santa Clara, California  95054
United States
Presenter: Matthew F. Burke
Contact: Wendy Ikebe


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Proposition 13 Change in Ownership for Estate Planners: Updates, Current Issues, and Potential Changes to the Rules

Mr. Matthew F. Burke will give an overview of the basic and more advanced Prop 13 property tax succession planning rules, will discuss some tricks and traps, and will review recent relevant changes in property tax regulations and State Board of Equalization advisory opinions.  He will also discuss the recent changes to the structure of the Board of Equalization, the proposed legislative changes to the Prop 13 entity rules, and the split roll ballot initiative. 

General MCLE Credit: 2 Units; Estate Planning Specialization MCLE Credit: 2 Units

Be sure to renew your membership prior to attending any event to receive the member discount.
Cost
SVBA: $90 Non-Members: $140

Due to financial commitments to the venue, we cannot offer refunds after April 18, 2018


About the Speaker: Matthew F. Burke

Matthew Burke is an attorney in private practice in Los Angeles, where he advises individuals, wealthy families and family-owned real estate companies, trustees, private equity funds, institutional real estate owners, nonprofit organizations, and major corporations on California property tax issues.  His principal area of expertise is Proposition 13 change in ownership, with an emphasis on legal entity transactions, transfers via trust, parent-child and grandparent-grandchild transfers, and complex lease transactions.  A significant portion of Mr. Burke’s practice involves advising families on the complex Prop 13 rules related to succession planning so that the benefits of Prop 13 may be realized by future generations.  His practice consists of controversy work, transaction planning to avoid or minimize negative property tax consequences, and compliance work in reporting Proposition 13 changes in ownership to county assessors and the California State Board of Equalization.  


Prior to beginning his own firm, Mr. Burke was a Managing Director with PricewaterhouseCoopers LLC and Counsel with Pillsbury Winthrop Shaw Pittman LLP, where he advised exclusively on property tax and transfer tax issues.  Prior to those positions, he was Senior Tax Counsel with the California State Board of Equalization, where he advised taxpayers, their representatives, county assessor staff and the Board on the property tax consequences of various transactions, and prepared formal advisory opinion letters, many of which became published guidance. 

Mr. Burke received a B.A. in Economics from the University of Colorado at Boulder in 1989, where he was elected to Phi Beta Kappa.  He received his J.D., cum laude, from the University of California, Hastings College of the Law in 1993, and he received an LL.M. in Taxation from New York University School of Law in 2004.


 

 

more Calendar

4/23/2018
April 23 Dinner Seminar: Proposition 13 Change in Ownership for Estate Planners

5/2/2018
May 2 Dinner Seminar: Tax Law with Professor Samuel A. Donaldson

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