PRACTICE AREAS

A.     ESTATE PLANNING

  1. Trusts and trust amendments
  2. Wills
  3. Short Form Trusts
  4. Powers of Attorney (general, special, durable)
  5. Advance/Medical Directives
  6. Funding of assets into Trust

B.     REAL PROPERTY AND ASSET TRANSFERS

  1. In or out of trust
  2. Out-of-State property transfers (some exceptions apply)
  3. Assignments of business interests
  4. Gifting of real property and other assets
  5. Transfer on Death Deeds
  6. Conveyances Subject to Tenants by the Entirety Protection (HRS 509-2)

C.     TRUST REVIEWS/SECOND OPINIONS

  1. Trust analysis and fixes

D.     TRUST ADMINISTRATION

E.      PROBATE (court) and ESTATE ADMINISTRATION

F.      REPRESENTATION (of Fiduciaries, Trustees, Personal Representatives, Beneficiaries, Children, and Heirs)  

G.     GUARDIANSHIP (incapacitated adults, minors)

H.     GIFTING

I.       SUCCESSION PLANNING

  1. Multi-generational asset planning
  2. Family property co-ownership planning, including Limited Liability Companies
  3. Family business succession issues including jointly held property transactions
  4. Transfers and "buy-outs" between Family members
  5. Gift/sale transactions.   

J.       MEDIATION and SETTLEMENT (regarding family assets and disputes)  

Please call for additional practice areas.