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Will vs. Trust

  • Life & Death Wellness Center 54-3858 Akoni Pule Highway Kapaau, HI, 96755 United States (map)

“The majority of my job as an estate planning attorney, and the part I enjoy the most, is educating people about their options," says John Roth.  This is the inspiration for this 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. 

Wills and trusts are possible vehicles; however, each has accomplishes different goals. In "Will vs. Trust", John will explain how it is possible to use a will or a trust to say who should get your property after your life.  Trusts can sometimes be used to accomplish additional goals, such as avoiding the probate process, protecting property in the event of a lawsuit or divorce, minimizing taxes, and reducing the chances of disputes following a person’s death.

This free event is open to the public and aimed to share information about estate planning to provide peace of mind surrounding the difficult topics of death and incapacity.  Seating is limited, please RSVP below. 

 

Topics Covered

  • What is a Will?
  • What is a Trust?
  • How the other estate planning documents, including an advance health-care directive and power of attorney, work
  • How do theses documents work in different scenarios? 
  • Q & A

 

Presenters

JOHN ROTH
is an estate planning attorney, specializing in wills, trusts, and probate. He 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...Learn more 

 

 

BOBBI BRYANT
serves as the Volunteer Coordinator for North Hawaii Hospice. One of the unique attributes of receiving hospice care is being able to receive the services of a volunteer at home. Bobbi is also an End of Life Doula and created the curriculum for the End of Life Doula program for North Hawaii Hospice as well as  trained 15 volunteers to serve the community as End of  Life DoulasBobbi coordinates the many services that volunteers provide...Learn more

     

    About the Venue

    The Life & Death Wellness center was created by Dr. Charlotte Charfen with the mission of creating a safe, open and welcoming place for people of our community to discuss and embrace issues on the topics of Death so that they could more fully embrace their Life.  The center is located in Kapa`au, on the right as you head north right next to Minnie's Restaurant, across from the King Kamehameha park sign turn off just as you are entering Kapaau. 

    Dr. Charfen is an American Board of Emergency Medicine certified ER physician with nearly twenty years of clinical practice in the field of Life and Death. In fact, she has spent much of her career on the front lines, fighting to save lives. She was trained at one of the most intense residency programs in Detroit, Michigan and learned well how to do battle with the most dangerous of enemies …Death. Western medicine and culture taught her to fear and defeat this nemesis at all costs, even to sacrifice her well-being for the cause. But her own personal practice and her greatest teachers, her patients, showed her another way...Learn more

     

    Reserve your seat

    Call 334-3343 to RSVP or fill out the form below to RSVP. Seating is limited. 

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    We will only call you if there are any sudden changes to this event.


     
    Earlier Event: May 12
    Basic Estate Planning 101
    Later Event: June 16
    Proactive Planning for Incapacity