OC Lawyer’s December issue features an article by Attorney, Steven Hilton, Hitting the Tax Trifecta—Estate, Income, and Property Tax Minimization for Clients with California Real Estate. High-net-worth clients with California real estate are highly exposed to three types of taxation on their wealth: (1) federal gift and estate tax, (2) federal and state capital gain income tax, and (3) California real property tax. With proper planning and vigilance, attorneys can help their clients hit a tax trifecta—minimization of all three taxes.
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This article is featured in the December 2024 issue of OC Lawyer.
