60th Annual Hawaii Tax Institute

Aloha and welcome to one of the nation’s premiere tax and wealth transfer conferences. Practitioners interested in keeping abreast of the latest developments in tax and wealth transfer education are certain to welcome the opportunity to participate in the 60th Annual Hawaii Tax Institute sponsored by the Hawaii Tax Institute Foundation and Chaminade University of Honolulu. This year’s program provides unparalleled education and professional development opportunities delivered by a diverse and distinguished faculty of recognized tax and wealth transfer authorities with a positive approach to current and practical subjects.

Featured Panels:

R-E-S-P-E-C-T, Find Out What My Will Means to Me
Monday, November 6, 2023 |1:30 - 2:15 PM

Aretha Franklin left a handwritten Will in the cushions of her couch, leading to a lengthy publicized family battle. What lessons does Aretha’s case offer estate planners and litigators? This session will examine the case and the issues it raises, including litigating the construction of a Will, alternatives for validating a Will, the necessity of tax planning, and navigating complex family dynamics

• Hon. Reva G. Goetz (Ret.)

Common Pitfalls in Estate Planning and How to Avoid Them
Tuesday, November 7, 2023 | 1:30 - 2:20 PM

This session will discuss the provisions of estate planning documents that are most often litigated and considerations as to how to address these issues so as to minimize the potential for litigation in the future.

• Hon. Reva G. Goetz (Ret.)