PRIMARY 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)

  7. City and County of Honolulu Real Property Tax Homeowner Exemption issues

C.     TRUST REVIEWS/SECOND OPINIONS

  1. Trust analysis and fixes

  2. Transition Planning (we help clients and their children/successors transition into joint care)

  3. Funding review and pre-passing organization issues

D.   TRUST ADMINISTRATION (following the death of the Maker/Settlor/Grantor of the Trust)

E.      PROBATE (court) and ESTATE ADMINISTRATION

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

G.     GIFT AND TRANSFER TAX ISSUES

H.     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.

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

We regularly coordinate planning with clients’ out-of-state attorneys, financial advisors, and CPAs. We also act as local counsel for clients with multi-jurisdictional assets and family members who maintain their Hawaii ties.

Please call for more information and to determine if we can assist.