Description

While revocable living trusts are a common estate planning tool, they aren’t always the most straightforward or affordable option. In this session, you’ll learn:

• Why a trust is not necessary to avoid probate.
• Trusts that have not been updated in over 10 years may plant a landmine for an unnecessary capital gain with administrative strain.
• How California’s Transfer on Death Deed allows for a transfer without capital gains or reassessment on property tax.
• What lawmakers have done to make estate planning more accessible.
• The pros and cons of using tools outside of a trust.

Speaker: William Ha, William Ha Law

Meet our speaker!

William Ha is an estate planning attorney based in California and also licensed to practice law in New Mexico. He has been licensed since 2008 and began his legal career practicing in a range of areas before narrowing his focus to estate planning. Between legal roles, William took a long hiatus from law to pursue a career in software development before ultimately returning to legal practice. His diverse professional background informs his thoughtful and client-centered approach to estate planning. He is passionate about building relationships with individuals and families, helping them preserve their legacies and make informed decisions about their future. William lives in Whittier, California, with his wife and their two sons.