- Prop 13 & Prop 19 Property Taxes
What is the Prop 19 Co-tenancy Exclusion?
Date & Time
- September 16th @ 12:00 PM (PST)
Description
- Few California property owners realize that there is a little known exception under Proposition 19 called co-tenancy Exclusion. For some families, it may create a MAJOR opportunity to avoid property tax reassessment. The challenge is that the rules are highly technical, and one wrong move can destroy the opportunity entirely. In this webinar, estate planning attorney Jim Cunningham breaks down how the Prop 19 Co-tenancy Exclusion works, who may qualify, and why careful planning matters for families with shared real estate interests. You learn how co-tenancy rules apply to inherited property, investment real estate, and multigenerational ownership arrangements, along with the common mistakes that can trigger dramatically higher property taxes. Whether you own family property now, or expect to inherit California real estate in the future, this webinar helps you better understand an important and often overlooked planning opportunity.