Estate planning can be a complex task, a well-informed plan can make a big difference for your loved ones and community. Not sure where to begin or what questions to ask? Join us as the Hawai`i Community Foundation hosts a live lunchtime webinar on Zoom, on Thursday, June 24th, from 12 to 1pm (HST).
“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.
Attorneys John Roth, of Hawaii Trust & Estate Counsel, and Judy Y. Lee, of Goodsill Anderson Quinn & Stiifel, LLC, will answer questions posed by participants and moderator Jen-L Lyman, ESQ, of Hawai`i Community Foundation. The topics will range from wills, to trusts, to healthcare directives and power of attorneys, as well as what happens when these estate planning documents are not in place.
Topics Covered
How can I leave a legacy with my estate plan?
What documents are in an estate plan?
What happens if someone dies without a will?
What’s the difference between a will and a trust?
What are the bare minimum assets that should be in your estate plan?
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.
Speakers
JOHN ROTH
Attorney John Roth 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. He earned his law degree in 2007 from the William S. Richardson School of Law and has been practicing estate planning for over ten years…MORE ABOUT JOHN
JUDY LEE
Judy Y. Lee is a partner at Goodsill Anderson Quinn & Stifel, LLC. She concentrates her practice in estate planning, probate, guardianship, trust administration and estate controversy. Judy represents clients in establishing wills and trusts, implementing sophisticated estate planning techniques, administering and terminating trust estates and resolving controversies concerning estate administration issues... MORE ABOUT JUDY
Live on Zoom
Mahalo to Hawai`i Community Foundation for hosting this presentation live on Zoom. Registration is required by June 18th. For more information about this presentation contact Jen-L W. Lyman at jlyman@hcf-hawaii.org or 808-566-5596.
Hawai`i Community Foundation
The Hawaii Community Foundation helps people make a difference by inspiring the spirit of giving and by investing in people and solutions to benefit every Island community. HCF is a steward of more than 950 funds, including more than 280 scholarship funds, created by donors who desire to transform lives and improve communities. In 2019, HCF distributed more than $63 million in grants and contracts statewide. LEARN MORE HERE.
