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In April of 2014, I formed Hawaii Trust & Estate Counsel, with Randall Roth, of Counsel, and associate W. Kumu Belcher. Prior to Hawaii Trust & Estate Counsel, I spent six years with Hastings Laun & Roth. I was also associated with Case Lombardi & Pettit, on Oahu.
Our firm concentrates on estate planning, which ranges from simple wills to complex tax planning. We take the time to get to know our clients as people and to understand their goals and concerns. This makes it possible for us to provide a personalized estate plan that provides peace of mind for each client. Documentation is important, but equally important is the client's understanding and level of comfort with the entire estate planning process. We have offices in Hilo, Kamuela, and Kona and regularly meet with clients in Oahu.
I grew up on Oahu where I graduated with honors from Punahou Academy. In 2003 I earned a B.S. degree in Business Communications from the University of Kansas (Phi Beta Kappa), and, then in 2007, joint J.D. and M.B.A. degrees from the William S. Richardson School of Law and Shidler College of Business at the University of Hawai`i–Manoa.
In addition to practicing estate planning, education has always been important to me. I have taught Estate Planning as an adjunct law professor at the William S. Richardson School of Law at the University of Hawai`i–Manoa, and occasionally lecture in several other law courses there. At the University of Hawai`i–Hilo, I periodically teach the Business Law course. I also enjoy speaking at seminars for lawyers and other professionals in the areas of estate planning, probate administration, law firm management, and legal ethics. My publications include co-authorship of the Hawaii State Bar Association’s Estate Planning Forms Manual (2012) and Hawaii law section of the American College of Trust and Estate Counsel (ACTEC) Report, Comparison of Domestic Asset Protection Trust Statutes (2014).
I have served as president of the Young Lawyers Division of the Hawaii State Bar Association and am currently an officer of the HSBA’s Estate Planning Section. I am a past president of the Rotary Club of North Hawaii and currently serve on the boards of the Parker School and North Hawaii Hospice; and on the advisory board for the West Hawaii Fund of the Hawaii Community Foundation.
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Chat withState: Hawaii
Acquired: 2007
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Carter Professional Center, 65-1230 Mamalahoa Hwy., Suite F-102, Kamuela, HI, 96743
Showing 1 - 2 of 2 client reviews from Avvo
Posted by anonymous | July 23, 2015
When my husband and I purchased our business, John expertly helped us with every step. I have total confidence that our estate plans and business registration documents are complete, accurate, and suited perfectly for our needs. John truly has given me peace of mind. I look forward to working wit...
Posted by Amber | July 22, 2015
I'm extremely grateful to have found John to help me with my estate planning. He's exceptional, a true professional and someone I trust very much. He always spends the time to explain how things work in terms I understand and what my options are so I can make the best decisions for me and my estate. ...
"I am a lawyer in Hawaii, but more important, I am part of a military family and if we military families know anything, it is how important it is to keep our estate planning documents in order. It's hard to know when JAG is no longer an option where to go. John is that guy. He is not only incredibly knowledgeable in this area of law, but I trust him. With him, I would never worry if the worst were to happen if my paperwork was in order. I know it would be. So for all the folks who ask me where to go, this is the guy."
"John is smart, patient, friendly, responsive, and easy to communicate with. His depth of knowledge and level of professionalism are top-notch. I highly recommend him for all estate planning matters."
"John is a caring, professional attorney with excellent communication skills. I endorse this lawyer."
Estate planning lawyer
2014 - Present
Attorney, Hawaii Trust & Estate Counsel
2008 - 2014
Attorney, Hastings Laun & Roth
2007 - 2008
Attorney, Case Lombardi & Pettit
2011 - 2012
Hawaii State Bar Association, Young Lawyer DivisionPresident
2007
JD/MBA - Juris Doctorate and MBA
2003
BS - Bachelor of Science
2015
Portability
2012
English