Annual Sponsors: Steve Fingerhut & Paige Fingerhut,CSULB OFfice of Planned Giving, and Manufacturers Bank

Qualifying Elements & Filing Requirements for Exclusions

Date: Wednesday, October 15, 2014
Time: 12:00pm - 1:30pm
Location: The Grand, 4101 E. Willow Street, Long Beach
Speaker: Robert Lardge, Property Assessment Specialist, LA County Assessors Office

Robert Lardge is a Property Assessment Specialist assigned to the Legal Services Section of the Office of the Assessor. Mr. Lardge has been with the Office for 24 years. His duties include but not limited to:  

  • Analyzing complicated or unusual conveyances such as purchase or transfer of ownership interests in corporations, partnerships or other legal entities in order to determine reappraisal status of real property.
  • Preparing and presenting expert testimony before the Assessment Appeals Board in support of the department's determination of change of ownership.
  • Interpreting change in ownership provisions of the Revenue and Taxation Code and providing consultation on difficult technical questions arising from the processing of conveyance documents.
  • Analyzing proposed and new legislation and making recommendations as to the impact on Assessor's operations.
  • Conducting in-service training for the Assessor Ownership and Appraisal staff on new legislation and application of the State Board of Equalization regulations. 
  • Meeting with attorneys, property owners and representatives of public agencies to answer questions and resolve issues or disputes about properties deemed to be reappraisable.

Mr. Lardge has conducted speaking engagements on behalf of the Assessor with numerous groups including the South Bay Bar Association Probate Section, the Consolidated Board of Realtists, the Escrow Associates of San Gabriel Valley and the Beverly Hills Bar Association Trusts and Estates Section.

Mr. Lardge will discuss the qualifying elements and filing requirements for the parent/child and grandparent to grandchild exclusions (Prop 58/193), the senior citizens replacement dwelling exclusion (Prop 60/90), and the severely and permanently disabled resident exclusion (Prop 110). He will also talk about the documents required to qualify for exclusions and update property records with the Assessor after the death of a real property owner.

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