Tag Archive: probate attorney

Tax Planning in 2026: Step-up in Basis vs. California’s New Regulations

As we navigate the tax landscape of 2026, the “Step-up in Basis” remains the most powerful financial benefit for heirs of San Diego real estate. When a property is inherited, its “tax basis” is adjusted to the fair market value on the date of the decedent’s death. This means if ...

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Why Court-Appointed Sales Need a Specialist Broker (San Diego Superior Court)

Not all real estate agents are created equal, and this is especially true in the specialized world of court-confirmed sales. In 2026, the San Diego Superior Court maintains strict protocols for how real estate assets must be marketed, bidded upon, and reported. A mistake by an inexperienced agent—such as failing ...

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Navigating “Affordable Housing” Mandates in Probate Land Sales

In 2026, California’s housing mandates have reached a new level of intensity, specifically affecting how land and multi-unit properties are sold in probate. In San Diego County, new zoning laws now incentivize—or in some cases, require—affordable housing components in new developments. For a probate attorney managing an estate with a ...

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The Critical Role of Mobile Notary in 2026 Probate Efficiency

Time is the enemy of efficiency in probate. In 2026, the San Diego Superior Court moves quickly, and missing a filing deadline due to a late signature can set a case back by months.   This is why integrated Mobile Notary Services have become a non-negotiable tool for successful probate ...

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