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Family Limited Partnerships Are Still A Great Estate Planning Tool

Family Limited Partnerships Family limited partnerships are a great organizational tool for many wealthy families.  They have always been one of the simplest and hardest to screw up frameworks to implement a successful succession planning and tax planning strategy.  After the basic estate plan and a whole life (or guaranteed universal life) insurance policy owned …

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Avoid the Next Real Property Bubble by Investing in Affordable Housing

Caldwell Law Recommends California Real Estate Investors Target Low-Income Housing to Avoid Property Bubble By Lawrence Shersher A well-known commercial real estate attorney says declining cap rates and rising interest rates are contributing to a growing bubble in the multi-family housing market in Los Angeles. But he says one asset class that continues to provide …

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Sun, Surf and Land: Forget Hollywood, Los Angeles Is A Real Estate Town

Forget Hollywood, Los Angeles is a real estate town.  If we were in New York , most wealthy families’ investments would primarily consist of equity holdings.  Here in Southern California real estate is king and the majority of well-off families’ investments are primarily comprised of commercial or multi-family real estate holdings.  In all of California, middle class families’ …

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Welfare Exemptions

In California it is possible to receive 100% real property tax abatement for certain non-profit and nonprofit/ for profit hybrid uses.  The California Legislature has the authority to exempt property that is used exclusively for religious, hospital or charitable purposes and is owned or held in trust by nonprofit organizations operating for those purposes.  This …

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