HI Specific

Trusts, Estates & Probate

The Hawaii Probate Playbook: Strategies for Legal and Financial Professionals

Credits Available
Credit Status Total
Hawaii CLE Approved 3 Total
OnDemand
2 hours 58 minutes
Khaled Mujtabaa
Diana Allen
Pōhai Campbell
With Khaled S. Mujtabaa from Khaled S. Mujtabaa, Attorney at Law + 2 others
Recorded December 03, 2025
Product ID 100964

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Overview

Creditor Claims, Distributions, and More!

Working through issues that arise in probate can be daunting. Are you well-equipped with the tools you need to succeed? This insightful course will take you through steps in probate administration, including information on creditor and debt issues, the handling of accounting, distributions, and more. Don't miss this opportunity to hone your probate skills - register today!

  • Take a closer look at the initial steps for filing the estate.
  • Discuss what needs to be done to handle creditor claims and debts.
  • Make sure everything is in order for the final distribution of the estate.
  • Gain a better understanding of how legal ethics rules apply to specific probate tasks.

Abbreviated Agenda

  1. Probate Process and Overview
  2. Assets, Creditor Claims and Debt Considerations
  3. Distributions, Final Accounting and Closing the Estate
  4. Ethics and Estate Administration

Related Topics

Product ID 100964

Credit Details

Credits Available
Credit Status Total
Hawaii CLE Approved 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Probate Process and Overview

    1. Review of the Probate Timeline
    2. Forms of Administration
    3. Deadlines to be Aware of
    4. Documents Used in the Probate Process
    5. Information Gathering
    6. Laws of Intestacy
    7. Initial Petition and Notices
    8. Sample Forms, Letters and Documents

  2. Assets, Creditor Claims and Debt Considerations

    1. Marshalling Probate and Non-Probate Assets: Key Procedures
    2. Properly Ensure ALL Debt is Located and Handled
    3. Required Public Notices to Creditors
    4. Priority and Payment Determinations for Claims
    5. Contested Claims and Prescribed Claims
    6. Appropriately Dealing with Creditors
    7. Insolvent Estates
    8. Sale of Assets to Satisfy Creditors

  3. Distributions, Final Accounting and Closing the Estate

    1. Documents Needed to Close the Estate
    2. Proper Transfer and Timing of Distributions - Probate and Non-Probate Assets
    3. Distributions in Kind
    4. Distribution to Minors, Surviving Spouse and Trusts
    5. Disposition of Unclaimed Assets
    6. Fees for Personal Representatives and Attorneys
    7. Annual Accounting Requirements and Format
    8. Final Accounting Checklist
    9. Estate Closing Procedures

  4. Ethics and Estate Administration

    1. Breach of Fiduciary Responsibility
    2. Avoiding Conflicts of Interest
    3. Confidentiality
    4. Fee Agreements

Who Should Attend

This intermediate level online seminar is designed for professionals who want to be more effective in the probate and trust administration process, such as:

  • Attorneys
  • CPAs and Accountants
  • Tax Professionals
  • Financial Planners and Wealth Managers
  • Trust Officers
  • Paralegals

Speakers

Khaled S Mujtabaa
Khaled S.
Mujtabaa
Khaled S. Mujtabaa, Attorney at Law
Diana Allen Esq.
Diana
Allen, Esq.
Estate Administrative Services
Pōhai N Campbell
Pōhai N.
Campbell
Cades Schutte LLP
Speaker bio
Khaled S Mujtabaa

Khaled S. Mujtabaa

Khaled S. Mujtabaa, Attorney at Law
Khaled Mujtabaa

is a sole practitioner in Honolulu, where he practices in the areas of Chapter 7 bankruptcy, Chapter 13 bankruptcy, divorce law, legal separations, mortgage payment problems, foreclosures, real estate law, unlawful termination, probate, and civil litigations. He is admitted to practice in Illinois and Hawaii. Mr. Mujtabaa is a member of the Hawaii State Bar Association. He earned his B.S. degree and his J.D. degree from Howard University.”

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Speaker bio
Diana Allen Esq.

Diana Allen, Esq.

Estate Administrative Services
Diana Allen

is principal at Estate Administrative Services, where she brings decades of experience in litigation, business leadership, real estate, and fiduciary management to her work with clients. A fourth-generation kama'aina, she began her legal career in a downtown Honolulu litigation firm before spending 15 years in executive leadership at her family's business. She later returned to the legal field as counsel for a title and escrow company, further developing her expertise in real estate law. In addition to her professional roles, Ms. Allen has served as trustee for numerous family entities and has contributed her leadership to organizations such as the Outrigger Canoe Club and the Young Presidents' Organization. She is admitted to practice law in Hawaii. Ms. Allen earned her undergraduate degree from Princeton University and her law degree from the William S. Richardson School of Law.

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Speaker bio
Pōhai N Campbell

Pōhai N. Campbell

Cades Schutte LLP
Pōhai Campbell

is an attorney at Cades Schutte LLP. She practices in Trusts and Estates Department. She earned her undergraduate degree from Winthrop University, summa cum laude, graduating as class valedictorian. She earned her law degree from the William S. Richardson School of Law, University of Hawaii, cum laude, while also concurrently receiving a Native Hawaiian Language Certificate.

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