The annual Hawaii Tax Institute Conference covers the latest developments in tax and wealth transfer education. This year’s program provides unparalleled education and professional development opportunities delivered by a diverse and distinguished faculty of recognized tax and wealth transfer authorities with a positive approach to current and practical subjects.

Pillsbury will be presenting on the following topics:

Taxation of Cryptocurrency and Non-Fungible Tokens (NFTs) with Planning Suggestions at 1:30 p.m. HST on November 8, 2022 (Megan Jones, along with Dax Hansen, Perkins Coie LLP)

Red Flags: Understanding the Threats to Your Client’s Wealth and Personal Safety and Helpful Hints on How to Protect Against Them at 4:00 p.m. HST on November 8, 2022 (Jenny McCall, along with Pat Conley, Franklin Global, Inc. and David Trader, David W. Trader, M.D., Inc.) covering the following:

  • Tax Issues Facing High Net Worth Individuals and Their Estates
  • Value of Trusts as Protective Mechanisms
  • Planning Opportunities with Community Property
  • Conservatorship of the Person and Estate
  • Red Flags and Safety Issues in Relationships
  • Joint Representation Issues
  • The Very Dark Side: The “Perfect” Murder and Being Aware of Potential Risks to your Client’s Person and Property

For more information and to register, please visit the event page.

Additional Panelists

Pat Conley

David Trader

Dax Hansen