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Hawaii Trusts

  • Waikoloa Village Association Community Room 68 Melia Street Waikoloa Village, HI, 96738 United States (map)

It’s possible to use a will or a trust to say who you want to receive your property after your death.  But wills accomplish little more than that limited goal.  

Local estate planning attorney John Roth 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.  

John will illustrate some of his points with “real” stories about trusts set up by Princess Pauahi and Queen Liliu‘okalani, as well as a “reel” story from the movie, The Descendants.

The best time to plan is when there is no need to do so.  This program will include basic estate planning strategies to minimize disharmony within your family during, and after, your lifetime.

Presenter

John Roth, Attorney & MBA

Topics Covered

  • What is a trust?
  • How do trusts work?
  • In what situations are trusts useful?
  • Hawaii Trust stories - Princess Pauahi Bishop and Queen Liliu‘okalani
  • Q & A

Reservations

This presentation is open to members of the Waikoloa Village Association. If you are not part of the association and would like to attend, please call 334-3343.  

Earlier Event: September 21
Will vs. Trust
Later Event: November 1
What is Probate?