Join estate planning attorney John Roth for a live webinar on Wednesday, September 24th, from 1:00pm to 2:30pm (HST) for an introduction to 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. In this presentation John will review the basic estate planning documents, which generally include: a will, revocable living trust (if needed), durable power of attorney and advance health care directive.
“The majority of my job as an estate planning attorney, and the part I enjoy the most, is educating people about their options," - attorney John Roth.
The best estate plan is what an informed person decides after understanding all of their options. Estate planning is not “one-size-fits-all”; everyone has a different story and hopes for the future.
Topics Covered:
What is an estate plan?
How do the different documents work?
Will
Trust
Power of Attorney
Advance Healthcare Directive (Living Will)
Disposition of Remains
HIPAA Release Form
What's the best estate plan for me?
Q & A
Estate Planning is necessary because, as the old expression goes, “You can’t take it with you.” People need a will or will-substitute, such as a revocable living trust, if they want to control who inherits their property and how and when that inheritance is received, to minimize administration costs, and to avoid unnecessary taxes. A well-planned estate is a gift to your loved ones; it’s part of your legacy. There are many misconceptions about estate planning. Circumstances vary, however, and the perfect estate plan in one person’s situation can be a terrible plan for someone else.
““I hope that every client leaves with peace of mind.,” ”
ESTATE PLANNING DOCUMENTS
Presenter
2025 marks John’s eighteenth year of practicing estate planning law. He is the founder of Hawaii Trust & Estate Counsel (HTEC), a law firm that focuses only on estate planning. Hawaii Trust & Estate Counsel prioritizes personalized estate planning to meet every client's unique needs.
After growing up on Oahu, John earned a B.S. degree in Business Communications from the University of Kansas (Phi Beta Kappa). He came back to the islands to pursue joint J.D. and M.B.A. degrees from the William S. Richardson School of Law and Shidler College of Business at the University of Hawai`i–Manoa. John has also taught Estate Planning as an adjunct law professor at the William S. Richardson School of Law at the University of Hawai`i–Manoa, and has also spoken at seminars for lawyers and other professionals in the areas of estate planning, probate administration, law firm management, and legal ethics.
John has enjoyed being a part of the Hawaii Island community for over a decade. He has served on the boards of Parker School, North Hawaii Hospice, and the West Hawaii Fund of the Hawaii Community Foundation. He is currently a board member of the Donkey Mill Art Center. When not helping plan estates or fundraise for nonprofits, John enjoys painting… MORE ABOUT JOHN
Live on Zoom
Mahalo to Tutu’s House in Waimea for hosting this presentation live on Zoom. Registration link coming soon. For more information about this presentation call our office at 334-3343.
About Our Host
Tutu’s House is a wellness resource center program of Friends of the Future a 501(c)3 nonprofit corporation. Located in Waimea, Tutu's House hosts classes and programs that allow our community to explore and practice many ways of healing and being healthy. Topics range from modern medical approaches to ancient traditions, movement and social activities and, of course estate planning.
