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Hawaii Estate Planning Questions & Answers
0 Answers | Asked in Estate Planning for Hawaii on
Q: In Hawaii, with my PoA, can I transfer mutual fund holdings from my husband's trust to mine? He is under Hospice.

My husband's care will never need $ from his trust.

1 Answer | Asked in Estate Planning for Hawaii on
Q: Is it normal to be asked by an attorney about my medication situation, my government situation & names of my kids ?

My dad recently passed away and name me and my 2 older sisters in his will.

Tim Akpinar
Tim Akpinar
answered on Apr 18, 2024

A Hawaii estate planning attorney could advise best, but your question remains open for four weeks. I'm sorry for the loss of your father. It could depend on the role of the attorney - tax, private dispute, etc. As a general short answer, without practicing in this area and not knowing the... View More

1 Answer | Asked in Estate Planning for Hawaii on
Q: My sibling is living in a house that is part of my parents trust. There are several beneficiaries. Can I remove him?

As a trustee, I need to distribute the property equally. He is one of the beneficiaries but he unable to buy out the others' share of the property. As a trustee, can I evict him to be able to sell the property and equally distribute the proceeds to each of the beneficiaries? He used to pay... View More

James L. Arrasmith
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answered on Jan 8, 2024

As a trustee, your primary obligation is to manage the trust's assets in the best interest of all beneficiaries, following the terms of the trust. If the trust's goal is to distribute the property equally and your sibling, a beneficiary, is living in the house without contributing to its... View More

1 Answer | Asked in Estate Planning and Probate for Hawaii on
Q: Put our home in a Hawaiian not calif trust so that it won’t go thru probate?

Our banker told us to put the home in a Hawaiian trust (not calif ) so the home would not go thru probate? What is the simplest way to achieve this goal?

Kelly LaPrade
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Kelly LaPrade
answered on Nov 27, 2023

Aloha,

To change ownership in a property located in Hawaii generally the current owners would convey the property in a new deed to the trustee of the trust. This answer assumes a few pieces of information which would need attorney verification. Thank you

1 Answer | Asked in Estate Planning and Family Law for Hawaii on
Q: I was written in my grandpas will.

I was written as being entitled to a certain % in my grandpas will but the will states that my mother serves as my trustee and she will have to distribute my part of the will to me. What happens if my mother doesn’t give me my part of the will.

Kelly LaPrade
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Kelly LaPrade
answered on Jul 15, 2022

You need to know what you’re entitled to and when. You can hire an attorney to assist with that, and also to petition the court if there is an issue with the distribution.

1 Answer | Asked in Estate Planning and Real Estate Law for Hawaii on
Q: I want to file a death certificate with the Bureau of Conveyances for a joint tenant on a property in Hawaii on which I

am the other tenant with rights of survivorship.They informed me that I must have a lawyer do this for me. If this is true,what would be the costs? I live in Alaska.

Kelly LaPrade
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Kelly LaPrade
answered on Jun 26, 2022

If it is just Bureau of Conveyances then I can prepare and file this for about an hour’s worth of time plus filing fee. If it is Land Court then it is much more complicated. You can email me at: kelly@westmauilegal.com for more info on my hourly rate.

1 Answer | Asked in Estate Planning for Hawaii on
Q: My sister who resides in Hawaii just passed. Can one sibling take all her belongs for themselves without us knowing?

Our family consists of 5 siblings spread across the United States. Our sister passed away in Hawaii without a will, and without knowing it, one brother asked a cousin to go pack up her things, without first consulting with us.

We do not know where her belongs (including cars, bank accounts,... View More

Kelly LaPrade
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Kelly LaPrade
answered on May 26, 2022

If your sister died without a will then her probate assets would be inherited according to the laws of intestacy. It may be appropriate to safeguard property by taking possession, versus ownership, of the property. Having said that, the lack of transparency is a problem. For instance, it may be... View More

1 Answer | Asked in Estate Planning for Hawaii on
Q: My sister said that she was in charge of dividing my mother's estate. I havent even seen the will. How do I make her

Show me the will?

Nina Whitehurst
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answered on Apr 27, 2020

The will should be lodged in with the probate court by now, and you can get a copy from the court as it is now a public document. If your sister has not yet opened probate, then you can hire an attorney and open a probate yourself and the judge can require your sister to turn over the will.

1 Answer | Asked in Estate Planning, Landlord - Tenant and Probate for Hawaii on
Q: After I pass away, Will my residential property give to my wife when the property is my parents and I in title.

My father, mother and I in our residential property title. How will the property split its ownership when one of us passed away. Can someone argue to fight to own the property when one of us passed away.

Timothy Denison
Timothy Denison
answered on Apr 21, 2020

One would have to see the deed to properly answer this question but probably it will be owned by right of survivorship, which means after first of you die, owned by other two. After the second dies, it goes solely to the last person living.

1 Answer | Asked in Estate Planning, Real Estate Law and Tax Law for Hawaii on
Q: I inherited 50% of a property as tenant in common 6 years ago. I never lived there. Do I owe money to current occupant?

Sibling was executor of our mothers' estate and moved his family in immediately after she died. I never received a deed. I lived out of state with my husband at the time. There is no tenants agreement. Sibling unable to buy me out at that time. I did not ask for compensation for him and his... View More

Nina Whitehurst
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answered on Nov 5, 2019

If you did not sign the note for the current debt, then you are not personally liable on it. If you did not sign the mortgage that secures the current debt, then your share of the property is not liable for the current debt either.

If your sibling insists that you pay for half of the...
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1 Answer | Asked in Estate Planning for Hawaii on
Q: Can I file an amendment to my revocable living trust with out my lawyer as long as it is notarized
Kenneth V Zichi
Kenneth V Zichi
answered on Feb 22, 2017

Of course you can. You can also cut off your index finger, or do your own appendix removal.

What you SHOULD do however, might be different than what you can do.

Trusts are complicated documents and one section often relies on the language of another, and the WHOLE thing needs to...
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1 Answer | Asked in Estate Planning for Hawaii on
Q: How long does it take for a title to changeover from my deceased parents who left the properties over to s children and
Rodney John Alberto
Rodney John Alberto
answered on May 5, 2011

When a person dies, generally, title doesn't pass automatically. The legal entity that takes over for the deceased person, that is, their "estate" must actually deed the property over to you. The person that does this is the executor. If this hasn't been done, you should hire... View More

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