Ask an Estate Attorney: Values & Planning with Andrew Howell

Ask an Estate Attorney: Values & Planning with Andrew Howell

Author: Lane Kawaoka, PE December 16, 2025 Duration: 28:31

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master


🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club


Lane interviews Andrew Howell, an experienced lawyer specializing in tax and estate planning. Andrew shares his expertise on the importance of proactive estate planning and the generational transfer of wealth. He emphasizes the need for crafting plans based on clients' core values and family dynamics, rather than a one-size-fits-all approach. Topics covered include the pitfalls of traditional estate planning methods, the impact of generational shifts in thinking about wealth, and the benefits of keeping assets concentrated within the family. Andrew also introduces the concept of purpose trusts and offers insights into how families can successfully navigate the transfer of assets across generations while maintaining cohesion and avoiding common pitfalls.


00:56 Common Pitfalls in Deal Flow

03:39 Estate Planning Insights with Andrew Howell

12:59 Core Values in Estate Planning

16:27 Practical Implementation of Estate Plans

26:43 Final Thoughts and Contact Information


Connect with me:

LinkedIn: https://www.linkedin.com/in/lanekawaoka/

Facebook: https://www.facebook.com/TheWealthElevator

Instagram: https://www.instagram.com/TheWealthElevator


Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.


Check out our Top-50 Investing Podcast, The Wealth Elevator.


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Hosted by Lane Kawaoka, PE, The Wealth Elevator Podcast: Real Estate, Taxes, Investing is a practical conversation about building wealth beyond a traditional salary. Lane started in 2009, purchasing small rental properties while working as a W2 engineer, and has since helped manage over $2.1 billion in assets as a general partner. This journey forms the backbone of the discussions, where he breaks down a clear, three-step system for financial growth. You'll hear detailed explorations of alternative investments designed to diversify a portfolio, alongside deep dives into strategic tax planning. The focus is on actionable knowledge, moving from theory to the real-world mechanics of investing. Each episode aims to demystify complex topics, offering a path that has been personally traveled. This isn't about get-rich-quick schemes; it's a methodical look at creating lasting financial freedom through real estate and other asset classes. Tune into this podcast for straightforward advice from someone who has navigated the path from employee to investor, sharing lessons learned to help others elevate their own financial trajectory. The tone is direct and informed, rooted in Lane's professional engineering background, making complex subjects accessible for anyone ready to take control of their financial future.
Author: Language: English Episodes: 100

The Wealth Elevator Podcast: Real Estate, Taxes, Investing
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