Property Tax Planning

 Protect your property. Limit your tax exposure. Preserve family assets.

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Why Property Tax Planning Matters

Real estate often represents a family’s most valuable asset—and transferring it without the right strategy can trigger significant property tax increases. In California, Proposition 19 imposes strict limits on parent-child and grandparent-grandchild property tax exclusions. In Washington, reassessment and valuation rules can also impact estate planning.



At Wade Law Offices, we help clients in California and Washington plan around local property tax laws, ensuring that ownership transitions don’t result in unnecessary financial burdens. Whether you’re passing down a family home, transferring investment property, or incorporating real estate into a trust, we design strategies to limit reassessments and preserve long-term value.

How We Can Help

Strategic planning to limit real estate tax exposure:

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Analyze local property tax laws and change-of-ownership rules


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Structure real estate transfers to preserve base-year value where possible


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Incorporate trusts, entities, or exclusions that reduce reassessment risk


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Collaborate with CPAs and assessors to verify outcomes and compliance


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Align property planning with broader estate and gift tax strategies


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Coordinate with CPAs and valuation experts for compliance and audit readiness

Why Clients Choose Wade Law Offices

Business-focused estate planning that works.


  • In-depth knowledge of California Proposition 19 and local tax transfer rules
  • Dual-state experience for clients with property in both WA and CA
  • Integrated estate and real estate planning for long-term protection
  • Trusted guidance to help families avoid costly tax surprises


A solid structure today means fewer taxes and fewer problems tomorrow.

Frequently Asked Questions

  • Will transferring my property to a child trigger reassessment?

    In California, yes—unless an exclusion (like the parent-child exclusion under Prop 19) applies. Washington’s rules differ and depend on how the property is transferred.

  • Can I keep my property taxes low if I transfer my home through a trust?

    Potentially. It depends on the type of trust and how it's structured. Some transfers qualify for reassessment exclusions; others may not.

  • Does property held in an LLC avoid reassessment?

    Not necessarily. LLCs are scrutinized for ownership changes that could trigger reassessment under California and Washington law.

  • Can I still use the property if I transfer it to a trust or child?

    In some cases, yes. Retained life estates or other planning tools may allow continued use while limiting tax consequences.

  • When should I start planning to avoid reassessment?

    Early planning is best—ideally before any transfer or gifting occurs.

We’re Ready to Help

Protect your property. Preserve your legacy. Avoid unnecessary tax hikes.