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Estate Planning
Maui Estate Planning & Administration Lawyer

Local and Long Term Assistance

When you are looking for an estate planning lawyer, it is especially important to choose someone who will be around when you need help, for the next five, ten, or twenty years. As your life changes, you may want to make amendments to your estate planning documents to reflect your current circumstances.  The drafting and signing of your will or trust is just the beginning of an attorney-client relationship that will hopefully last many years for the rest of your life.

Estate planning involves the logistics of planning and administration before and after a person dies. Many decisions you make require personal attention and advice from your attorney along the way.  Every person and every family has different circumstances that require individual planning, and it is the personal attention to detail that makes the difference between a “cookie cutter”  plan, and an estate plan that is tailored to meet your specific needs and wishes.  I do not conduct mass marketing seminars, or run an estate planning “mill” operation, so I have the time to offer you as much personal consultation as you need, to be sure that your plan is drafted and updated over the years to meet your needs.  As a local attorney, I can draft the appropriate will or trust for you today, and later, when it is necessary, I will be here to answer questions, help you with changes to address your life changes over the coming years, and ultimately, to work with your family members to administer your estate in the way you want.

The Importance of Estate Planning

At the time of your death, if you do not have a will or trust, any of your immediate family members can step forward to take control of your estate. This can cause conflicts between siblings or relatives, and that person may not distribute your wealth in the way you want. As a parent myself, I know the last thing I want is for my children to be fighting among themselves if I am disabled or after I have passed away.  Parents of young children have definite preferences on who would be the best guardian (and the worst) for their children in case both parents pass away.  If you don’t make the designation in your Will, the decision is left up to the probate court to make, and can be swayed by the arguments of the people who want to control your estate.  The process of discussing, drafting and signing an estate plan with wills and trusts is to take care of the emergency “what if” situation where you become disabled or pass away.  It is a safety measure that may not be need to be called upon for a number of years, yet it provides you with

assurance and confidence that if anything did happen, your loved ones are taken care of both physically and financially.

When clients contact me for help with their estate planning, I sit down with them and explain what happens in case someone becomes disabled or dies without a will. We discuss the various values, desires, and concerns of each family situation, and work out a plan that achieves their legal needs.  Most estate planning is not as complicated or expensive as it is made out to be, and can be done in a practical, straightforward manner.  Where necessary, I work with specialists to deal with complicated estate tax, disability or other esoteric planning matters.  I work with parents to help them designate the person they want to become the beneficiary of their estate. Most importantly, I want each of my clients to understand the flexible nature of estate planning to meet their life changes. I can help you plan the logistics you want to reduce the overall cost and time required.

David R. Spee
62 Baldwin Avenue, Suite 2b

P.O. Box 790478
Paia, Maui, Hawaii 96779

Office Hours are:
Monday through Friday from 8-5.

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Copyright © 2010 David R. Spee Attorney at Law