Deed Case Study: Incorrectly Prepared Deed Results in Tax Reassessment
This story is a cautionary tale, an example of the potentially costly consequences of well-intentioned efforts from a family member. Barbara Theobald, who has worked in our Walnut Creek office for more than eight years, was contacted by “Sherry”, a previous Living Trust client. Sherry needed assistance solving a dilemma with...
12 June, 2017
