Send us Text Message Shout Out!
In the B2B Synergy Podcast, show host Alan Armijo engages with Valerie Condon of Keller Williams Coastal Properties and Phil Shekerlian, owner of Bauer & Shekerlian Law, APC, to discuss the collaborative world and the intersection between a real estate agent and an estate attorney in serving the best interests of their clients. They discuss the implications of estate planning on real estate transactions, and the potential legal and tax pitfalls. The trio discusses the importance of working with professionals in these transactions and the impact of Proposition 19 in California that affects property taxation after death. The episode also highlights essential estate planning considerations from multi-generational planning to handling situations that may cause disputes among heirs upon inheritance. Lastly, the speakers emphatically advise listeners to consult with tax attorneys to be aware of the tax consequences involved in property transactions and the importance of having a properly-drafted trust.
REALTOR
Valerie Condon, CA DRE# 00680245 | Keller Williams Coastal Properties
Power Partners: Probate Attorneys, Trust and Estate Attorneys, Family Law Attorneys, CPAs and Accountants, Property Managers, Bankers, Real Estate Investors, any other real estate related professional
· Click Here for PPUSA account page
· Valerie's "Explained Here" Page
BUSINESS, TAX, ASSET PROTECTION & ESTATE ATTORNEY
Phil Shekerlian | Bauer & Shekerlian Law, APC
Power Partners: Financial Advisors, CPAs, Real Estate Professionals
Have a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - info@powerpartners.us 562-843-7801
Send us Text Message Shout Out!
In the B2B Synergy Podcast, show host Alan Armijo engages with Valerie Condon of Keller Williams Coastal Properties and Phil Shekerlian, owner of Bauer & Shekerlian Law, APC, to discuss the collaborative world and the intersection between a real estate agent and an estate attorney in serving the best interests of their clients. They discuss the implications of estate planning on real estate transactions, and the potential legal and tax pitfalls. The trio discusses the importance of working with professionals in these transactions and the impact of Proposition 19 in California that affects property taxation after death. The episode also highlights essential estate planning considerations from multi-generational planning to handling situations that may cause disputes among heirs upon inheritance. Lastly, the speakers emphatically advise listeners to consult with tax attorneys to be aware of the tax consequences involved in property transactions and the importance of having a properly-drafted trust.
REALTOR
Valerie Condon, CA DRE# 00680245 | Keller Williams Coastal Properties
Power Partners: Probate Attorneys, Trust and Estate Attorneys, Family Law Attorneys, CPAs and Accountants, Property Managers, Bankers, Real Estate Investors, any other real estate related professional
· Click Here for PPUSA account page
· Valerie's "Explained Here" Page
BUSINESS, TAX, ASSET PROTECTION & ESTATE ATTORNEY
Phil Shekerlian | Bauer & Shekerlian Law, APC
Power Partners: Financial Advisors, CPAs, Real Estate Professionals
Have a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - info@powerpartners.us 562-843-7801