Below you will find a variety of publications and books written/co-authored by attorney Joseph J. Strazzeri, Esq. and attorney Stephen J. Mancini, Esq. Topics vary from Estate Planning, Advanced Wealth Planning, to Business Planning.
Proposition 19
The current law allows for a personal residence to be distributed to a child without a reassessment regardless of the value of the residence. In addition, other real property in the aggregate of one million dollars can avoid reassessment.
Proposition 19 passed on November 3, 2020 significantly limits the ability of parents to leave real estate to their children without a reassessment of property taxes.
On December 11, 2020 the California Board of Equalization (BOE) issued guidance to the County Assessors. The BOE states Proposition 19 adds new provisions for a base year transfer of a primary residence.
Click on the image below to read the full white paper on Proposition 19.
Strazzeri Mancini was honored to again be featured as the Law Firm of the Month in the September 2020 issue of the San Diego Attorney Journal Magazine. Please enjoy the below article entitled Gratitude, Evolution, and Resilience that describes how the firm has evolved in to the Family of Resources it is today and our gratitude to those who have contributed over the years.
Wealth Design: A Case Study
What do you do when you land that dream client? Joe Strazzeri will walk you through a case-study to make sure you are crossing the ‘t’s and dotting the ‘i’s for your client. He will describe how to take a comprehensive look at the family’s dynamics, estate assets, and goals leading to a plan that can meet the clients’ objectives.
Why Nevada video series with Jeffrey Dunham and Joe Strazzeri
One of the biggest drivers for clients when it comes to financial/estate/legal planning is that they want to preserve their assets by saving on taxes – whether it be estate tax, income tax, or capital gains tax.
Join Joe Strazzeri, along with our good friend and partner, Jeffrey Dunham, as they have an informal and straightforward discussion about “Pulling Back the Curtain on Nevada Trusts.” Gain a high-level understanding of why and when a Nevada Trust might be an option as well as some of the most asked questions regarding features, types, benefits, opportunities, and advantages. It doesn’t have to be that complicated!
Watch the full 23-minute video or one of the 9 Snippets broken into digestible nuggets of information as follows:
- Jeffrey and Joe Opening
- Why Nevada
- Finding Out What is Important
- Control versus Beneficial Enjoyment
- What’s in their Soul
- Grantor versus Non-Grantor Trust
- Complete versus Incomplete Gifts
- Features and Benefits
- Takeaways
For California Doctors: A Guide to Asset Protection, Tax & Estate Planning
Generations: Planning Your Legacy
Strictly Business: Planning Strategies for Privately Owned Businesses
Giving: Philanthropy for Everyone
CEB
Business Succession Planning
Co-Authored by Joe Strazzeri
