Estate Planning & Probate

Contact: Oren T. Chikamoto

Char Hamilton Campbell & Yoshida offer comprehensive, tax-sensitive estate planning, trust and estate administration, and probate administration services for clients located throughout Hawaii. We utilize advanced estate and tax planning strategies to maximize our clients' tax savings while accomplishing their desires and objectives. We carefully craft comprehensive estate plans that accomplish the goals of our clients while minimizing their tax implications.

Estate Planning

We recognize that every client's situation is unique and we prepare every client's estate planning documents accordingly. Our estate planning lawyers have significant experience in planning for non-citizen spouses, including obtaining Private Letter Rulings from the Internal Revenue Service regarding the use of Qualified Domestic Trusts for non-citizen spouses, tax planning for Qualified Retirement Plans and IRAs, and elder law issues related to estate planning, including Medicaid planning and planning for incapacity. Our areas of representation include:

Wills
Revocable and Irrevocable Trusts
Bypass or Family Trusts for Surviving Spouses
Qualified Terminable Interest Property (QTIP) or Marital Deduction Trusts
Generation Skipping Transfer (GST) Trusts
Irrevocable Life Insurance Trusts (ILITs)
Special Needs Trusts
Qualified Domestic Trusts for non-citizen spouses (QDOTs)
Qualified Personal Residence Trusts (QPRTs)
Financial Powers of Attorney
Health Care Powers of Attorney
Living Wills

Business Succession Planning

Our attorneys are frequently brought into the planning process when a family business is being sold or when a family member is retiring from the business and wants to explore business succession planning options. We formulate tax savings strategies for the sale of a business, including Buy/Sell or Stock Purchase Agreements and utilizing advanced planning techniques such as Family Limited Partnerships (FLPs).

Trust and Estate Administration

The firm has extensive experience in the area of estate and trust administration, including the settlement of complex estate matters, post-mortem income tax planning, and the use of disclaimers. We prepare gift and generation-skipping transfer tax returns, federal and state inheritance and estate tax returns, and IRS and state filings. We also represent clients in tax controversies, including IRS and state estate, gift, inheritance and income tax controversies.

Probate Administration

We represent clients in probate, guardianship and conservatorship matters. Our attorneys also provide experienced representation of trustees, executors, administrators, agents and other fiduciaries. Our attorneys handle estates of all sizes and complexities, ranging from simple estates to large estates comprised of business interests, real estate and assets located in more than one state.

To arrange a consultation with Oren T. Chikamoto or one of our experienced estate planning and probate attorneys, contact Char Hamilton Campbell & Yoshida by e-mail or call 877-234-9119.