November 10, 2021 @ 11:30 am – 12:30 pm
Zoom meeting link will be provided
HGPC Members: free (requires login), Non-members: $10.
The Hawaii Gift Planning Council presents
Clues, Cues and “Capacity” Issues
Join our panel of experts as they share their stories and best practices to help you spot and avoid potential ethical and legal problems involved when working with elderly donors.
Mike Coppes is the Director of the Office of Estate and Gift Planning at the University of Hawai‘i Foundation, where he provides estate and gift planning counsel to the UH ‘ohana and friends on tax-smart strategies for philanthropic support of the University. He is a licensed attorney, retired from private practice in 2008 after 30 years of practice focused on wills, trusts, estate administration, general probate law, and advising non-profits on charitable gift planning.
Tom Rulon has worked with thousands of older clients in the past 40 years doing estate planning and elder law. He remains dedicated to helping them solve the estate planning and incapacity issues brought with age. Tom is a fellow of The American College of Trust and Estate Counsel. He is also a member of the Hawaii Estate Planning Council and the Life Care Planning Law Firm Association.
Lisa Y. Tellio is a Vice President and Trust Officer at Central Pacific Bank. Previously, she served as a law clerk in the 1st Circuit Court of the state of Hawai‘i and was a transactional associate at a Honolulu law firm where she focused on trusts and estates, real property and bankruptcy law.
Click “Tickets” to register online by November 5, 2021.
Members: no charge (login for member rate)
CFRE credit available upon request.