Prop 19 – How CPAs and Financial Advisors Can Help their Clients
The recent passage of Proposition 19 promises to dramatically change property tax rules for Californians. Effective February 16, 2021, new rules for family transfer of real estate will significantly impact what can be exempted from reassessment as well as limit other property tax benefits. Fortunately, certain Estate Planning tools can help you protect your clients and their families.
The experts at Shoup Legal are hosting a no-cost, live webinar to help CPAs and Financial Advisors explore the steps property owners can take now to protect themselves and their heirs.
Discussion Topics Will Include:
- How are property taxes affected by Prop 19?
- What Estate Planning tools exist to help your clients protect themselves and their heirs?
- What can your clients do NOW to avoid higher property taxes for them and their children?
Join us for a FREE Live Webinar with Estate Planning Attorney, Andrea Shoup.
Meet the Presenter:
Andrea Shoup, Esq.
Andrea Shoup is an experienced attorney specializing in Trusts, Wills, Trust Administration, Probate and Business Succession Planning serving California. She is dedicated to providing the highest level of personalized service to her clients and understands this may be an unsure and difficult time. Andrea has been certified by the California State Bar as a specialist in Estate Planning, Trust and Probate Law.
Andrea grew up on the California Central Coast, in San Luis Obispo County. In 2002, she earned her Bachelors of Science Degree in Business Administration from Cal Poly San Luis Obispo. Andrea decided to pursue a law degree and graduated Magna Cum Laude from California Western School of Law in 2006. While in law school, Andrea served as Editor-in-Chief of the Law Review and was an officer of the Pro-Bono Honors Society.
Following law school, Andrea worked as a Deputy District Attorney for the San Diego District Attorney’s Office. As a felony trial attorney, Andrea was dedicated to ensuring justice was served in every case.
After leaving the District Attorney’s Office in 2012, she opened her own law practice and pursued new career. She now focuses exclusively on Estate Planning, Trust Administration, and Probate Administration. Andrea works diligently and attentively to ensure every case and situation is handled effectively and appropriately.
Andrea enjoys getting to know each client, their concerns, and their wishes in order to tailor a plan to best serve their needs. She takes pride in providing excellent and individualized attention to each client, helping them understand every step of the process. Andrea lives in Murrieta, California with her husband and their four children.
Contact Andrea today to discuss your unique situation.
- Start Date January 14, 2021
- End Date January 14, 2021
- Time 4:30pm - 5:30pm
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