Property Tax & Reassessment Exclusion Claims / Appeals
Owning property in California comes with many responsibilities—and navigating the complex world of property taxes and reassessment exclusions is one of the most important. If your property has been reassessed due to a transfer, inheritance, or change in ownership, you may be eligible for a reassessment exclusion. At the Law Offices of Leo Rotenberg, Esq., we help homeowners, families, and investors minimize property tax burdens through strategic claims and appeals.
Protecting Your Property Rights and Your Financial Future in California
What Is Property Reassessment?
Under California’s Proposition 13, the assessed value of a property is generally limited to a 2% annual increase unless there’s a change in ownership or new construction. When such events occur, the property may be reassessed at its current market value, potentially leading to a sharp increase in property taxes.
Common Scenarios That Trigger Reassessment
- Inheritance or Transfer Between Family Members
- Addition or Removal of a Co-Owner
- Formation or Dissolution of Trusts
- Corporate or Partnership Ownership Transfers
- Changes Triggered by Divorce or Separation
Reassessment Exclusions We Handle
We assist clients in claiming applicable exclusions to avoid or reverse reassessment, including:
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Parent-Child & Grandparent-Grandchild Transfers (Prop 58 / Prop 19)
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Spousal Transfers & Domestic Partner Exemptions
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Legal Entity Change-in-Ownership Exemptions
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Base-Year Value Transfers for Seniors & Disabled Individuals
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Transfers into or out of a Trust
We also file appeals when the County Assessor wrongfully denies an exclusion or incorrectly reassesses a property.
The Appeals Process: What to Expect
If your exclusion claim is denied or your property is wrongly reassessed, you have the right to appeal. This process is highly time-sensitive and must follow strict administrative steps:
- Review of County Assessor’s Reassessment Notice
- Filing an Assessment Appeal Application (within deadline)
- Presentation of Evidence & Legal Argument Before Assessment Appeals Board
- Negotiation or Hearing Representation by an Attorney
Our firm handles each step of this process—from document preparation to hearing advocacy—ensuring your case is properly supported.