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