©2019 Burke & Marquit LLP. 

Having spoken at over 80 events, Matthew Burke is the most sought speaker on Proposition 13 change in ownership and California property tax issues. He regularly presents to attorneys, accountants, financial advisors and wealth planners at state and local bar associations (both real estate and trusts and estates/probate sections), estate planning and state and local tax conferences and forums, local chapters of the Estate Planning Council and in-house at private companies and organizations.

 

Recent events include the following:

  • 2019 Property Tax Updates:  Change in Ownership Issues, Hot Topics and Assessment Procedures and Rules, San Joaquin Estate Planning Council, Stockton, May 15, 2019
     

  • California Property Tax Considerations in Choice of Entity, EPI 2019 The 41stAnnual UCLA/CEB Estate Planning Institute, Marina Del Rey, May 4, 2019
     

  • SMBA Probate & Trust Section Lunch: Issues Related to Property Tax Changes in Ownership and Reassessment, Santa Monica Bar Association Probate & Trust Section, Santa Monica, April 18, 2019
     

  • 2019 Property Tax Updates: Change in Ownership Issues, Hot Topics and Assessment Procedures and Rules, Beverly Hills Bar Association Trusts & Estates Section, Beverly Hills, February 19, 2019
     

  • Proposition 13: Preserving and Protecting a Client’s Prop. 13 Basis, California Desert Trial Academy College of Law Estate Planning/Probate Update MCLE, Palm Desert, January 12, 2019
     

  • California Property Tax Change in Ownership Recent Updates and Hot Topics, San Fernando Valley Estate Planning Council, Woodland Hills, December 6, 2018
     

  • California Property Tax Reassessment: Change in Ownership, Major Exclusions and Trust Rules, The Tax & Estate Planning Forum 2018, San Diego, October 19, 2018
     

  • California Property Tax Reassessment: Legal Entity Change in Ownership Rules, Reporting Rules, Supplemental and Escape Assessments, The Tax & Estate Planning Forum 2018, San Diego, October 19, 2018
     

  • California Property Tax Proposition 13 Updates and Issues for Estate Planning Professionals, Sacramento Estate Planning Council, Sacramento, September 26, 2018
     

  • Proposition 13 and California Property Taxes: Updates and an Overview of Succession Planning Rules and Potential Legislative Changes, Jewish Community Federation and Endowment Fund Professional Advisor Network, Palo Alto, April 24, 2018, and San Francisco, April 25, 2018
     

  • Proposition 13 Change in Ownership for Estate Planners:  Updates, Current Issues, and Potential Changes to the Rules, Silicon Valley Bar Association, Santa Clara, April 23, 2018
     

  • California Property Tax Change in Ownership Updates and Complex Trust Rules, San Fernando Valley Estate Planning Council, Woodland Hills, December 7, 2017
     

  • California Property Tax Complex Change in Ownership Rules for Trusts and Estates, In-House at Top Private Bank, Los Angeles, November 28, 2017
     

  • Changes in Ownership, Planning for Estate Planners, In-House at National Wealth Manager and Asset Manager, Los Angeles, November 8, 2017
     

  • Prop 13, Property Taxes and Documentary Transfer Taxes:  Updates, Case Studies, and the Supreme Court’s  Ardmore Decision, Beverly Hills Bar Association, Real Estate Law Section, Beverly Hills, September 25, 2017
     

  • Prop 13, Property Taxes and Documentary Transfer Taxes:  Some Basics, Some Case Studies, and the Supreme Court’s Ardmore Opinion, Beverly Hills Bar Association, Trusts & Estates Section, Beverly Hills, August 15, 2017
     

  • Mergers and Acquisitions: Identify Options, Seize Opportunities and Avoid Pitfalls, Institute for Professionals in Taxation Annual Conference, Traverse City, June 13, 2016
     

  • Proposition 13 Change in Ownership Planning Opportunities for Commercial Property Owners, Apartment Association of Orange County, May General Membership Meeting, Anaheim, May 17, 2016
     

  • California Proposition 13 Issues, Homebuilder Tax Executive Group Fall Meeting, Washington DC, September 21, 2015
     

  • 2015 Current Updates Proposition 13 Change in Ownership and Transfer Taxes for Estate Planning Professionals, San Francisco Estate Planning Council, San Francisco, September 16, 2015
     

  • What Every Trust and Estates Attorney Should Know About Changes in Ownership, Beverly Hills Bar Association Trusts & Estates Section, Beverly Hills, July 21, 2015
     

  • Shiver My Timbers!  Is it a Legal Entity Change in Ownership in California? Institute for Professionals in Taxation Annual Conference, San Diego, June 29, 2015
     

  • Developments in Property Tax Issues, Sacramento Estate Planning Council, Sacramento, April 22, 2015

  • Proposition 13: Common Property Tax Problems for Estate Planners and Fiduciaries, Woodland Hills Tax and Estate Planning Council, Woodland Hills, February 4, 2015

  • Pillsbury’s 2015 CLE Marathon, Emerging Issues Concerning Sales, Property and Income Tax, Los Angeles, San Diego, San Francisco and Silicon Valley, January 13, 15, 21 and 22, 2015
     

SPEAKING ENGAGEMENTS