Property Tax Reassessment Expert and The New 2025 Changes on Probate (Video)
Somerset Escrow hosted a packed Lunch & Learn at the Pasadena Foothill Association of Realtors (PFAR), where real estate professionals gathered for an informative, catered session on two important and timely topics: changes in probate and estate planning, and property tax reassessment rules.
You can reach Kent Meyers at (805) 294-7145 or Dublas Paniagua (562) 556-9209
Probate & Estate Planning: What Agents Must Know in 2024
Dublas Paniagua, the renowned founder of SoCal Attorneys, APC, took the stage to break down recent updates in California’s probate and estate planning laws—critical knowledge for agents working with aging clients or inherited properties.
Key highlights included:
Simplified trust structures and how they affect property transfers
Common legal pitfalls that delay closings—and how to avoid them
How to guide clients who are planning their estates to reduce tax exposure and delays
Dublas brought clarity to a complex area of law, delivering real-world examples that helped agents understand how these changes will affect transactions.
Property Tax Reassessment: Protecting Your Clients' Equity
Following Dublas, Kent Meyers, a seasoned property tax expert, dove into the implications of California's Propositions 19 and 13—and what they mean for property owners and their heirs.
Takeaways from Kent’s talk:
When property tax reassessments are triggered
How to prevent unnecessary increases in property taxes after a transfer
Tools and services agents can recommend to clients for filing reassessment appeals
Kent’s insight offered agents a powerful advantage when advising buyers, sellers, and families navigating generational wealth transfers.
Watch the Replay & Stay Informed
This event is part of our ongoing mission at Somerset Escrow to keep agents ahead of legal and financial changes that impact real estate transactions.
