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What Every Trusts and Estates Attorney Should Know About Changes in Ownership (CD)


Self-study hours are logged by the listener and the one page list is kept in an MCLE compliance folder. The log requires a listing of each program title, the program's approved MCLE provider name, program length, and whether or not that program contains mandatory subfield credit (legal ethics, elimination of bias, or prevention of substance abuse.)

Participatory hours require a proctor (any adult who is not simultaneously using the same program for participatory credit) to complete and sign documents accompanying each participatory program. Those completed and signed documents are subsequently returned to Versatape and individual certificates of compliance are prepared and returned to the listener to be filed in a MCLE compliance folder. Versatape will also keep a copy of the certificates of compliance on file. If audited the State Bar will be looking for a copy of those completed certificates of compliance and a copy of the self -study hours log.

Note: Please note MCLE audio program hours listened to in excess of 25 hours in a 3-year compliance period cannot be carried over into the next 3-year cycle.

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How They Work

This 2014 program and program materials discuss the following:

2014 Important Cases:
926 North Ardmore Ave., LLC v. County of Los Angeles
Ocean Avenue LLC v. County of Los Angeles (2014) 227 Cal.App.4th 344
Proposition 13 Change in Ownership Basics
Trusts: Many of the Major Prop. 13 cases involve trust-owned property
Major Exclusions
The Transferor Concept
Other Issues(Disclaimers, Recissions, Billing Requirements under RTC §§ 480 et. Seq.
Transfers of Real Property to/from a legal Entity
Transfers of Legal Entity Interests
Reporting Requirements
Trust Issues and Legal Entities
Parent-Child Exclusion and the Uncodified Language of Legislative Intent

Program materials included.  Speaker: Matthew F. Burke.  MCLE Credit: 1 hour.  Recorded 12/09/14

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