Will vs. Trust

  • Tutu's House 64-1032 Mamalahoa Hwy # 305 Kamuela, Hawaii 96743

“The majority of my job as an estate planning attorney, and the part I enjoy the most, is educating people about their options," says attorney John Roth.  This is the inspiration for John's presentation aimed at clarifying the sometimes daunting process of estate planning.

Simply put, estate planning is the process of putting together a plan, which will allow someone to step into your shoes to manage your assets in the event of incapacity or death. Estate planning is not a one-size-fits-all proposition; each person and family has a different situation and goals.

It’s possible to use a will or a trust to say who should get your property after your death, but each accomplishes different goals.  John will explain how trusts can sometimes be used to accomplish additional goals, such as avoiding the probate process, protecting property in the event of a lawsuit or the divorce of a loved one, minimizing taxes, and reducing the chances of disputes following a person’s death.

There will be two opportunities to attend this presentation: 
- Wednesday, June 28 | 4:00 p.m. - 6:00 p.m.
- Saturday, July 1 | 10:00 a.m. - 12:00 p.m.

Presenter

 

Attorney John Roth is the founder of Hawaii Trust & Estate Counsel, a statewide estate planning law firm with Big Island offices in Waimea, Hilo, and Kona.  He has taught Estate Planning at the Richardson School of Law, and business law at the University of Hawaii—Hilo.

 

 

Topics Covered

  • How does a Will work?
  • How does a Trust work?
  • What benefits do Trusts provide versus a Will?
  • Q & A

No Reservations Needed

Mahalo to Tutu's House for hosting this presentation.  For more information about this presentation call 334-3343.