Jennifer R. Okubo Polido

Jennifer R. Okubo Polido is a highly accomplished attorney with expertise in trust and estates law. A graduate of the University of Hawaii Shidler College of Business and Willamette University College of Law, Jennifer’s legal career began with a clerkship for the Honorable Colette Y. Garibaldi and a role as a Deputy Prosecuting Attorney. Prior to forming her own law practice, Jennifer has worked at First Hawaiian Bank’s Personal Trust Division, where she gained valuable experience in trust administration, and the Law Office of Stephen H. Reese, where she focused on estate planning, and probate and trust administration. Jennifer is a past Chair and current member of the Hawaii State Bar Association’s Probate and Estate Planning Section and Elder Law Section, and past President and current member of the Hawaii Estate Planning Council. Jennifer is also an active member of the Honolulu Japanese Chamber of Commerce. In addition to her professional accomplishments, Jennifer is passionate about community service and volunteers with Project Dana and the Nisei Veterans Legacy. She is also a lecturer in law at William S. Richardson School of Law.

• Drafting Documents, the Fees, and Follow-Ups

  
  

  The question is whether the client needs a trust or a will. This session will deal solely with Wills, Codicils, Probate, and drafting it so that the client will be satisfied that you prepared the documents for a reasonable fee. A short discussion on contesting clauses, mistakes, and codicils due to changed circumstances as well as yearly contact with your client to briefly review their estate planning needs through the years. Terms and clauses that you will use often should be reviewed annually so no unintended consequences occur years from now.