VIDEO: Passing the Keys: Protecting & Transferring Rental Property to the Next Generation
Date postedOctober 8, 2025
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Meeting Summary: Passing the Keys — Protecting and Transferring Rental Property
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Presenter: Phil Shekerlian (BarthCalderon LLP)
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Focus: Estate planning and asset protection for rental housing owners.
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Key points: avoid probate with properly funded trusts; prefer LLCs for holding rentals over C- or S-corps due to tax and liability issues; review insurance for exclusions; coordinate planning for Prop 19 effects, potential capital gains, family-limited partnerships, and gifting.
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Takeaway: landlords need a coordinated plan, not just a simple will, to reduce probate delays, lawsuits, and tax exposure.
Next steps
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Attendees may book a complimentary one-on-one with Phil.
- Watch the playback recording!