The most expensive real estate mistakes rarely show up in the trust document. They show up in the county records (i.e., the “Official Records”).
On August 19, 2026, Heather Johnston will join the Financial Planning Association of Orange County (FPAOC) for their Quarterly Education Meeting, presenting "Real Estate Titling Traps Every California Planner Should Know."
This session is built for financial planners who want to catch estate planning problems before they become client emergencies. Heather will walk through the property titling mistakes that quietly unravel otherwise solid estate plans, from Prop 19 reassessment traps and jointly titled accounts that miss a step-up in basis, to DIY beneficiary deeds and well-meaning gifts to adult children that trigger unintended tax and probate consequences.
Attendees will leave knowing how to:
Identify common property titling errors, including joint tenancy, community property, and DIY beneficiary deeds, all of which can undermine an otherwise sound estate plan
Recognize the gift, estate, and property-tax consequences of common intra-family real estate and entity transfers
Apply California Prop 19 rules to spot reassessment triggers and legacy-planning opportunities for real property held in trust
Event Details
Date: August 19, 2026
Host: Financial Planning Association of Orange County (FPAOC)
Location: Santa Ana Elks Lodge, 1751 S Lyons Ln, Santa Ana, CA 92705
CE Credit: They anticipate offering 5.0 hours CE for CFP® Professionals and 5.0 hours CPA.