Prop 19:
Reassessment Risks and
Planning Opportunities
Program Summary
This presentation explores the practical consequences of Proposition 19 and what professionals need to know to properly advise clients on property transfers and tax outcomes.
About our Speaker
Ryan W. Lockhart, Esq. is the founder of Lockhart Legacy Law, a boutique practice in Danville, California, specializing in estate planning, tax planning, and business succession strategies tailored to individuals, families, and closely held business owners. A Certified Legal Specialist in Taxation, Ryan helps clients minimize tax exposure, protect multigenerational wealth, and navigate complex legal issues with strategic insight and individualized attention. He combines deep tax knowledge with practical planning experience to deliver sophisticated yet accessible legal solutions.
Learning Objectives
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Identify the key property tax reassessment rules and exclusions under Proposition 19, including requirements for the family home exclusion.
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Analyze how Proposition 19 affects common real property transfers involving trusts, estates, and inherited property.
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Apply Proposition 19 rules to practical scenarios to avoid reassessment pitfalls and improve coordination among legal, tax, and real estate advisors.
A SPECIAL THANKS TO OUR EVENT SPONSOR
Daniel Quane, Attorney
dquane@doylequane.com
A SPECIAL THANKS TO OUR WINE SPONSOR
Lisa San Vicente, Reverse Mortgage Specialist
lsanvicente@mutualmortgage.com
Meeting Agenda/Schedule
February 5, 2026
6:00pm - Check In, Networking & Reception
6:30pm - Sit Down Plated Dinner
6:45pm- Welcome & Announcements
7:00pm- Speaker Presentation
8:00pm- Event Concludes
REGISTRATION COST
Members - $95 | Guests - $115
AFTER 2/3/2025
Members - $105 | Guests - $125
The Tri-Valley Estate Planning Council is a multi-disciplinary group of estate planning and related professionals focused on delivering exceptional services to clients by providing and strengthening:
Cutting-edge continuing education to develop best practices in estate planning, wealth preservation and legacy; Communication and collaboration with peers across disciplines; A reliable network of referral sources with experienced, like-minded professionals
