So your client wants you to handle a probate case – do you know where to start? Do you know the proper procedures to use, as well as the law? Our comprehensive manual will give you detailed, step-by-step information to confidently and ably navigate the system. Gain the confidence you need to reach a favorable outcome for your client when litigating in probate court. Order today!

1. Taking the First Step: Filing an Estate in Probate Court
2. Understanding the Role of the Personal Representative in Probate
3. Managing the Inventory
4. Administering the Estate Effectively
5. Maintaining an Ethical Balance in Probate Practice
6. Determining if Spouse's Elective Share is a Reasonable Option
7. Uncovering the Laws of Intestacy and How They May Apply
8. Litigating the Case in Probate Court
9. Putting the Case to Rest: Closing the Estate

1. TAKING THE FIRST STEP: FILING AN ESTATE IN PROBATE COURT
   8:30 - 9:15, Margaret Jane Nakamatsu
   1. Small Estate - What it is and How to File
   2. Regular Estate
   3. The Estate Timetable - What You Need to Do
   4. Proving the Will
   5. Challenging the Will
2. UNDERSTANDING THE ROLE OF THE PERSONAL REPRESENTATIVEIN PROBATE
   9:15 - 10:00, Scott C. Suzuki
   1. Duties of the Personal Representative
   2. Misconduct and/or Removal
   3. Compensation Guidelines
   4. Special Administration Issues
3. MANAGING THE INVENTORY
   10:15 - 11:00, Margaret Jane Nakamatsu
   1. Statutory Requirements and How They Affect Your Case
   2. Notice to Creditors, Beneficiaries and State Agencies - What is Required
   3. Collecting, Maintaining and Managing Assets
   4. Inventory Problems
4. ADMINISTERING THE ESTATEEFFECTIVELY
   11:00 - 11:45, Margaret Jane Nakamatsu
   1. How to Respond to Creditors' Claims
   2. Insolvency
   3. Managing the Estate Cash Responsibly
   4. Disclaimers
   5. Partial Distributions
5. MAINTAINING AN ETHICAL BALANCE IN PROBATE PRACTICE
   12:45 - 1:45, Kenn N. Kojima
   1. Hawaii Rules of Professional Conduct
   2. Client Identification
   3. Conflicts of Interest
   4. Confidentiality
   5. Competency
6. DETERMINING IF SPOUSE'S ELECTIVE SHARE IS A REASONABLE OPTION
   1:45 - 2:15, Kenn N. Kojima
   1. Statutory Purpose and Provisions
   2. Augmented Estate
   3. Election of Elective Share
7. UNCOVERING THE LAWS OF INTESTACY AND HOW THEY MAY APPLY
   2:15 - 3:00, Scott C. Suzuki
8. LITIGATING THE CASE IN PROBATE COURT
   3:15 - 4:00, Kenn N. Kojima
   1. Tips to Avoid Litigation
   2. Hawaii Probate Rules
   3. Petition
   4. Discovery
   5. Mandatory Mediation
   6. Appeals
9. PUTTING THE CASE TO REST: CLOSING THE ESTATE
   4:00 - 4:40, Scott C. Suzuki
   1. Final Accounting
   2. Distribution of Estate to Beneficiaries
   3. Discharge of Fiduciary
   4. Tax Returns - What Needs to be Filed and When

KENN N. KOJIMA is a sole practitioner concentrating on trust and estates litigation, contested conservatorships and guardianships, and trust administration. He was previously a litigation partner at Dwyer Imanaka Schraff Kudo Meyer and Fujimoto, where he was a commercial litigator in real estate, bankruptcy and foreclosures. Mr. Kojima earned his Bachelors of Business Administration, with high honors, from the University of Hawaii at Manoa and his J.D. degree from the Georgetown University Law Center. He is a member of the American and Hawaii State (member, Probate and Elder Law sections) bar associations, the American Association for Justice, and the National Asian Pacific Bar Association.

MARGARET JANE NAKAMATSU currently practices with Est8Planning Counsel LLLC, in Honolulu, Hawaii. She manages the firm's fiduciary administration cases including probates, guardianships, conservatorships and trust administrations. Ms. Nakamatsu earned her B.A. degree from the University of Texas at Austin and her J.D. degree from the University of Texas School of Law. She is a former member of the Board of Education for the State of Hawaii, is a member of the Board of Directors for the Hawaii Chapter of the Christian Legal Society, and is a member of the Hawaii State Bar Association and its Probate, Real Property and Elder Law Sections.

SCOTT C. SUZUKI is a sole practitioner in Honolulu, where his main area of practice is estate planning, with a focus on elder law issues and special needs planning. Those areas also include representing clients with guardianships, conservatorships, probates, wills, trusts, powers of attorneys, healthcare directives, Medicaid and long-term care planning and public benefit planning. Mr. Suzuki earned his B.A. degree from Miami University in Oxford, Ohio and his J.D. degree from William S. Richardson School of Law in Honolulu, Hawaii. He is a member of the Hawaii State Bar Association, the University of Hawaii Elder Law Program, Family Voices, Kapahulu Community Center, Aloha Independent Living of Hawaii, Hawaii FIDO Service Dogs and the Special Needs Alliance.

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