Parent-Child and Grandparent-Grandchild Exclusions San Diego

Transferring property by selling or gifting it to someone can have major tax implications, especially when it's done between a parent and child or grandparent and grandchild. Our estate planning attorneys can advise you on the best course of action for transferring property so you can avoid tax pitfalls.

How We Help You With Property Transfers

Our legal advice is comprehensive and includes even the more personal aspects of property transfers, such as planning for the transferor’s financial needs and the responsibilities of the transferee. We’ll counsel you on the change in ownership rules and applicable exclusions from reassessment.

Understanding the Terminology

If you’re considering getting legal help from an attorney, here are some of the common terms to familiarize yourself with:

Meet the Attorneys on Your Side

What Sets Us Apart

Marked by Integrity

Over 30 years of practice in San Diego County and a reputation for professional excellence.

Driven By Excellence

Award-winning attorneys who resolve even the most complicated issues and cases.

Unmatched Expertise

One of the few San Diego firms that focuses exclusively on trust and estate matters.

Creative Problem Solving

A team that thinks outside the box to find the best solution to your problem.


Our clients and their families return to us generation after generation.

Community Oriented

Our attorneys are actively involved in the local community and have been for over 30 years.

Our Clients Say It Best

I had the pleasure of working with Hilary Vrem during a family probate case. It was a difficult time for me as I was dealing with a loss in the family and needed assistance tackling the legal process. She provided me with a clear understanding of what to expect and guided me through my best options and next steps. She went above and beyond throughout our correspondence. I would happily recommend BJJ, their attorneys, and Hilary to friends and family who are dealing with a similar situation.

Let Us Represent You

Meet with one of our San Diego property tax attorneys if you have questions or want more information.

(619) 696-7066