Our clients benefit from our expertise in navigating the complexities of the legal system and tax laws. We ensure that all appropriate fiduciary responsibilities are fulfilled, and assets are distributed in accordance with a decedent’s estate plan. We have strong relationships with many estate planning attorneys, CPAs, and investment advisors in Hawaii. Services we provide include, but are not limited to:
Estate Administration
Conservatorships, Living Trusts, Special Needs Trusts
For a person that is living but is unable to manage his/her financial affairs:
Irrevocable Trusts
Support and advise the Trustee in their duties and responsibilities, which include but are not limited to:
ILITs