"How to Understand the Complexities of California Real Property Tax Issues"

In Both Estate Planning & Post-Mortem Trust Administration

CLE Webinar

"How to Understand the Complexities of
California Real Property Tax Issues In Both
Estate Planning & Post-Mortem Trust Administration"

Presenter: Francis Burton Doyle, Esq.
CLE: 1.5 (includes 1.5 legal ethics)
Course Description: This 90-minute CLE webinar entitled, "How to Understand the Complexities of California Real Property Tax in Estate Planning & Post-Mortem Trust Administration" provides each participant with a detailed analysis of the rules relating to important exemptions and exclusions from reassessment as well as helpful tips on how to successfully navigate these laws to your client's best advantage. You will also learn the important skills necessary to help your client manage the obstacles presented by the County Assessor's office.

This presentation covers several critical topics which include:

  • Learning how to preserve a family's low real estate tax base in spite of the huge spike in real estate values
  • Learning how to avoid the California County Assessor's office aggressive attempts to reassess real property for real estate tax purposes
  • Learning how to competently manage parcels of real property in estate planning and post-mortem administration

We also cover how to use the inter spousal exclusion and the parent child exemption to avoid reassessment; and there will be information on the hidden reassessment traps presented by trusts & the above principles. Our presentation will include a case study to demonstrate how to navigate these areas too.

This CLE Legal Training Package includes the following:

1) A Video Recording (MP4-immediate download) of the Live Course Session

2) A PDF/immediate download of the PowerPoint slides which were reviewed and discussed in the
Live Course Session

3) A PDF/immediate download of the Comprehensive eStudy Guide of course materials and/or forms which also includes the CLE Course Evaluation and CLE Certificate of Attendance.


Attention Attorneys, Trust Administrators, Financial Planners, Fiduciaries.
CPAs and Other Wealth Planning Professionals
Avoid Costly Litigation... Protect Your Clients...
Provide Legal Counsel... Preserve Their Legacy...

ADVANCED LEGAL TRAINING INSTITUTE OFFERS:

Customized Onsite Legal Seminars & Training (MCLE)
Legal Consulting, Coaching Speaking & Client Support Services

web: AdvancedLegalTrainingInstitute.com
email: [email protected]

Questions? Please email us…

©Copyright 2006-2019. Advanced Legal Training Institute. All Rights Reserved.


Your CLE Instructor


Francis Burton Doyle, Esq.
Francis Burton Doyle, Esq.

Francis Burton Doyle, Esq., Founder of WealthPLAN

Attorney and founder of WealthPLAN, Frank Doyle brings over 30 years of experience in tax, estate planning, probate and trust administration. He is a Member of the State Bar of California and is certified by the California State Bar as a Certified Legal Specialist in Taxation Law and Probate, Estate Planning and Trust Law.


Frank is the co-founder of the Advanced Legal Training Institute and he is a frequent lecturer for the California Continuing Education of the Bar (CEB), National Business Institute (NBI) and Lorman Educational Seminars. He is a Professor of Law at Lincoln University School of Law where he teaches Real Property, Wills and Trusts and is a member of the Academic Standards Committee. In addition, Frank has recently received a Martindale-Hubbell® rating of AV®, which is the highest rating a lawyer can receive.

Mr. Doyle is a Member of the Board of Directors of the Santa Clara County Estate Planning Council and the Executive Board of the Silicon Valley Bar Association. He is the past president, Santa Clara County Estate Planning Council and the past chair of the Planning Committee for the annual Jerry A. Kasner Estate Planning Symposium at Santa Clara University, School of Law. Frank Doyle received his B. A. degree from Santa Clara University, his J. D. degree from the University of San Francisco Law School, and his M. S. in Taxation from Golden Gate University. Prior to founding WealthPLAN, Mr. Doyle was a shareholder at a large San Jose law firm where he specialized in tax and estate planning, trust administration and trust litigation.


CLE Webinar Curriculum


  CLE Webinar Recording
Available in days
days after you enroll
  CLE Webinar Handouts
Available in days
days after you enroll

Frequently Asked Questions


What is a CLE On Demand Webinar?
A CLE On Demand Webinar is a self-paced online program that allows you to earn continuing legal education credit at your convenience (24/7/365). Each CLE Webinar Package includes: • A Video Recording of the Live CLE Webinar Presentation (MP4) • A Copy of the PowerPoint Slides Used in the Presentation • A Copy of the CLE Course eStudy Guide which includes the Certificate Attendance and the Course Evaluation Form
When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the CLE On Demand Webinar?
After registering and purchasing the CLE webinar of your choice through Advanced Legal Training Institute, you will have immediate access to this CLE Webinar Package for as long as you like, across any and all devices that you own. All of our CLE On Demand Webinars allow for lifetime access upon purchase.
What if I am unhappy with the final CLE Webinar Package?
Each of our CLE products are digital online downloads which are delivered instantly once payment is received. We stand behind our products and your satisfaction with them is important to us. However, because the CLE Certificate of Attendance is part of our downloadable package and our legal educational products are digital goods delivered via Internet download, we generally offer no refunds. We also realize that an exceptional circumstance can occur and will be reviewed on a case-by-case basis. If you are unsatisfied with your online CLE purchase, contact us by email within 15 days of your original purchase and we will make every effort to locate another CLE On Demand Webinar/course in our CLE Online Legal Training Center that will meet your needs.
Can I share this course with my colleagues? Can multiple people be logged in to view the CLE On Demand Webinar at the same time?
No, unfortunately every member of your team needs to purchase their own training as otherwise the training will not be accredited. Access to each CLE On Demand course that is purchased is available only to the registered participant. Only you (as the account holder) can access the course materials, therefore only registered and paid attendees will receive continuing education credit per the California State Bar Association guidelines. Onsite presentations are available and if you have a larger number of employees to train, please contact us for a quote.


Dear CLE Participant

A note from the presenter of the course

My name is Frank Doyle; I have been working in the estates and trusts area of law for over thirty years…. I am a member of the State Bar of California and certified by the Cal Bar as a specialist in Taxation Law and Probate, Estate Planning and Trust Administration. I am also an educator and I enjoy teaching and sharing the stories of the challenging legal conundrums that I have solved in my estate planning practice over the years. My goal as an educator and professor of law is to provide not only the critical legal analysis required in today's ever-changing legal environment but also the case studies, examples, drafting forms and more to help the participant (you) to understand each topic we cover.

Thank you for choosing Advanced Legal Training Institute as your preferred CLE Provider, we appreciate your business.

Advanced Legal Training Institute offers...
Customized Onsite Legal Seminars & Training (MCLE) 
Legal Consulting & Coaching | Speaking | Client Support Services

© Copyright 2006-2019. all rights reserved.

Get started now!