Hawi Estate Planning Lawyer, Hawaii
Includes: Gift Taxation
SPONSORED LAWYERS
1-1 of 1 matches. Page 1 of 1
75-165 Hualalai Road, Kailua Kona, HI 96740
Profile LAWPOINTS™17/100
LAWPOINTS™ measure the overall completeness of a Lawyer's profile. More complete profiles are ranked higher and help visitors select the right lawyer faster.
We help paid Members build more complete and informative profiles.
LAWPOINTS™ do not measure a Lawyer's reputation.
More Info for Lawyers
We help paid Members build more complete and informative profiles.
LAWPOINTS™ do not measure a Lawyer's reputation.
More Info for Lawyers
TIPS
Easily find Hawi Estate Planning Lawyers and Hawi Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.
LEGAL TERMS
BENEFICIARY
A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.
ENDOWMENT INSURANCE
Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)
Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.
RULE AGAINST PERPETUITIES
An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)
An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.
DISTRIBUTEE
(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)
(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.
GRANTOR RETAINED INCOME TRUST
Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)
Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).
SELF-PROVING WILL
A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)
A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.
POWER OF APPOINTMENT
The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)
The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.
TESTAMENTARY TRUST
A trust created by a will, effective only upon the death of the willmaker.
TRUST DEED
The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)
The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.
SAMPLE LEGAL CASES
Arquette v. State
... 10. [In or around November 2001], the various investigations [by OCP, Insurance Division, and
SEB] indicated that Dan Fox (Fox) and other persons were selling large deferred annuities to
elderly Hawaii consumers using the purported estate planning services of attorney ...
Young v. Van Buren
... In evaluating whether to impose a duty on an attorney to a non-client for malpractice in the
estate planning context, the Hawai`i Supreme Court adopted a test which applies the six
factors set forth in Lucas v. Hamm, 364 P.2d 685, 687-88 (Cal. 1961). ...
Schiller v. Schiller
... He stated that each year his mother forgave $10,000 of the amount he owed on the loan as
a gift to him as part of her estate plan. Martin had signed paperwork for his mother's estate
planning, but he actually did not know whether he signed had the Note. ...
FILTER BY:
- Free Consultation
- Male
- Female
- Suspended
PRACTICE AREAS
- Accident & Injury
- Bankruptcy & Debt
- Business
- Civil & Human Rights
- Consumer Rights
- Criminal
- Divorce & Family Law
- Employment
- Environmental Law
- Estate
- Estate Planning
- -Gift Taxation
- -Trusts
- -Wills & Probate
- -Estate Administration
- -Living Wills
- -Wills
- -Power of Attorney
- Government
- Health Care
- Immigration
- Industry Specialties
- Intellectual Property
- International
- Lawsuit & Dispute
- Mass Torts
- Motor Vehicle
- Real Estate
- Tax
- Other