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CA - Tri-City (South Alameda County) Chapter

Event: Monthly Meeting: Living Trusts

May 4, 2016 @ 9:30 am - 11:00 am

We will be having Bill Wang and Melissa Wang (his daughter) give us a presentation on living trusts. Bill has 15 years of experience as a living trust specialist/estate planner, and financial planner. He is based in San Jose, Ca. He is a father of 4. He became extremely interested in becoming a living trust specialist when he learned that having a will is not enough to protect your wealth when it comes time pass it down to your heirs.

The following topics will be covered during the presentation:

* Estate Planning
* Revocable Living Trust
* Pour Over Will
* Durable Power Of Attorney for Asset Management
* Advance Health Care Directive
* Living Will — The Right to Die
* Nomination of Conservator/Guardian
* Pitfalls of Community Property & Joint Tenancy
* Real Property — Full Step-up vs. Partial Step-up Valuation
* How to assess the quality of a Living Trust Portfolio