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Will vs. Trust

  • Tutu's House 64-1032 Mamalahoa Hwy # 305 Waimea, Hawaii 96743 United States (map)

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. 

 “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.

Topics Covered

  • How does a Will work?

  • How does a trust work?

  • How the other estate planning documents, including an advance health-care directive and power of attorney, work

  • How do theses documents accomplish different goals?

  • 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 

 

 


Location

 

 

About the Venue: Tutu’s House

One of Friends of the Future’s earliest initiatives, the Health and Wellness Group, formed to change the course of the community’s health by developing a new model of health with the community leading the way. After conducting a community health needs assessment, Friends of the Future began to facilitate community members’ efforts to create a wellness resource center.

Located in Waimea, in North Hawai`i, Tutu’s House is a community creation. Our greatest resource ~ our people ~ volunteer to lead activities, build relationships as they learn together, and contribute financial support when they can. (The activities and other resources Tutu’s House shares are available free of charge.) Every person is valued. Every contribution is valued ~ from financial resources to caring hearts, and new to old knowledge. We invite you to share your own approach to health. Your interest is the only credential required...Learn more

 

Reserve your seat

Call Tutu’s House at (808) 885-6777 to reserve your seat. RSVP is not required.


 

 
Earlier Event: September 28
Proactive Planning for Incapacity