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Will vs. Trust

  • Wainaku Executive Center 26-238 Hawaii Belt Road Hilo, HI, 96720 United States (map)

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.  Kumu 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.

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.


Presenter

Kumu Belcher,  attorney with Hawaii Trust & Estate Counsel was born and raised in Hilo, where he graduated from Hilo High School and the University of Hawai`i–Hilo, with a degree in cell and molecular biology.  Prior to entering law school, he served as an East Hawaii Ocean Safety Officer and worked in special education at Hilo High School.  He received his law degree from the William S. Richardson School of Law at the University of Hawai`i–Manoa in 2013, where he was a member of the Environmental Law Society.  While a law student, he spent a year interning at the First Circuit Court, Probate Division, for the honorable Judge Derek H.M. Chan....more


Topics Covered

  • The Basic Estate Planning Documents and how they work: 
    • Will
    • Trust (in some cases)
    • Power of Attorney
    • Advance Healthcare Directive
  •  Explore common hypothetical scenarios: The best estate plan is customized to address each individual's concerns and goals.  
  •  Q & A 
 

RSVP

This presentation is open to the public.  Seating is limited and an RSVP is required to attend. Please fill out the form below to RSVP and contact office@hawaiitrustlaw.com or call (808) 334-3343 with questions. Directions will be sent out prior to the presentation. 

 

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We will only call you if there are last-minute changes to the event and will not share your phone number with anyone.

 

 

 

Earlier Event: September 6
Medicare & Estate Planning
Later Event: November 1
What is Probate?