[WSBAPT] Trustee Services Firm Recommendations?

[Kailei Feeney]

Hello,

On the Big Island of Hawaii, About Us (hawaiiep.com)<https://hawaiiep.com/about-us/> Ms. Luan serves as Trustee. Certainly, excellent and a small firm in a small town (my hometown). Mr. Hasting was my family's attorney. I can recommend either of them and their firm.

Also, on the Big Island (but the other side of the island in Hilo) and with a larger office on a different island, Oahu, Okura & Associates is another excellent planning and elder law firm. It is large enough I would anticipate trustee services to be included but I can recommend the firm particularly in the Medicaid planning context. Hawaii Estate Planning & Medicaid Attorneys - Okura & Associates (okuralaw.com)<https://okuralaw.com/>

For either of the above, if they were not a good fit/ right island, I would anticipate the firm could provide you further referrals.

Regards,
Kailei
Kailei B. Feeney
Attorney-at-Law
[cid:image001.jpg at 01D95193.AD9425B0]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
kailei at westseattlelaw.com<mailto:kailei at westseattlelaw.com>
www.westseattlelaw.com<http://www.westseattlelaw.com/>
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Thomas White
Sent: Tuesday, March 7, 2023 6:01 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Trustee Services Firm Recommendations?

Who would you engage for trustee services for a Hawaii Trust? Looking for a (probably small, but definitely good) trustee services firm or equivalent to take care of things like preparing the trust accountings and otherwise helping save the trustee time.

Kind Regards,


--

Thomas H. White

Attorney

(206) 552-8650
King County Business Law
Thomas.H.White at KingCountyBusinessLaw.com<mailto:Thomas.H.White at KingCountyBusinessLaw.com>



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