FREE Virtual Estate & Charitable Planning Webinar

Get the nuts and bolts of preparing documents, understanding tax laws and avoiding common pitfalls including:

• Estate and gift planning in plain English
• The effect of incapacity on you and your family
• Turning under-productive real estate into an income stream
• Structure and benefits of a living trust
• Little-known charitable gift opportunities that benefit both family and community
• Using charitable gift planning to maximize your income and minimize your income taxes

Our Presenters

Lisa Tellio, ESQ Trust Officer, Central Pacific Bank

Jason Mukaida, Personal Trust Manager, Central Pacific Bank

Kyle Karioka, Gift Planning Director, The Salvation Army