Frederick M. Okamura
Attorney At Law

Estate Planning

          We all need to protect our families.  Many of us need a simple will.  Others enjoy the control and privacy of a trust.  Prosperity requires asset protection.  You want your charitable donations to reap the greatest good.  You may even be faced with a complex probate in the most difficult of times.  

           One of the cherished benefits of our practice is the personal relationships that we are able to develop with our clients.  Please call us if you would like to sit down for a cup of coffee with one of our attorneys.  We will be happy to meet with you for an informal chat so that we can get to know one another.

            Please note that we have provided the forms below for your information and use in the estate planning process undertaken with our office. Each individual and family situation is different and the documents recommended by your attorney are specific to your needs.

Confidential Family Information Sheet

Advance Directive  (AKA "Living Will", "Health Care Power of Attorney")

Declaration for Mental Health Treatment
 

Charitable Giving: 

  • GuideStar.org maintains a vast database of information on nonprofit organizations. Their free search provides information on organizations' missions, programs, finances, and recent filings.

 

  • Donor advised funds offer a number of advantages.  These funds provide the opportunity to involve succeeding generations in the values of charitable giving and the flexibility to support different charitable organizations over time as your family's interests, or the relative success or efficiency of charitable organizations change. 




FOR AN ARTICLE AUTHORED BY MR. OKAMURA DISCUSSING ELDER LAW, ESTATE PLANNING AND TAX ISSUES:

http://www.osbar.org/!newsletters/eld!w098h8j.pdf

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