Rosemarie S. J. Sam
Rosemarie S. J. Sam concentrates her practice in the areas of estate planning, probate, and trust administration.
Examples of her work include:
- Basic Estate Planning: Prepared estate planning documents, such as wills, revocable living trusts, irrevocable life insurance trusts, durable powers of attorney for asset management, advance health-care directives, deeds and other conveyance documents.
- Advanced Estate Planning: Prepared documents to implement sophisticated estate planning techniques such as generation skipping trusts, leveraged gifting through the use of family limited partnerships and limited liability companies, charitable remainder trusts, grantor retained annuity trusts, qualified personal residence trusts, qualified domestic trusts, asset protection trusts, and installment sales to “intentionally defective grantor trusts.”
- Probate and Trust Administration: Counseled fiduciaries (personal representatives of probate estates and trustees of trusts) on proper administration and termination of estates.
- Trusts and Estates Disputes: Defended fiduciaries and advocated for beneficiaries in contested proceedings, including breach of fiduciary duties, will contests, and challenges to validity of trust instruments.
- Conservatorship/Guardianship: Represented clients to establish and administer conservatorships and guardianships of incapacitated adults.
Ms. Sam is the Editor-in-Chief of the Hawai‘i Probate Forms Manual (4th ed.), co-author of the Hawai‘i Conservatorship and Guardianship Forms Manual (2nd ed.), and co-author of “Trusts and Estate Primer”, Hawai‘i Bar Journal (Nov. 2010). Ms. Sam is also a court appointed member of the Committee on Uniform Probate Code and Probate Court Practices, and a Lecturer of Finance Estate Planning at the Shidler College of Business at the University of Hawai‘i. She has lectured on a range of topics, including trust and estate administration, estate planning, conservatorships, preventing estate litigation through estate planning, planning for and administering digital assets, and asset protection planning. Ms. Sam was selected as a member of Pacific Business News’ “Forty Under 40” Class of 2011.
While attending the William S. Richardson School of Law, Ms. Sam served as a member of the Moot Court Board, a representative on the Admissions Committee, and Executive Editor of Production of the University of Hawai‘i Law Review. She also volunteered at the First Circuit Court of Hawai‘i and externed at the United States District Court for the District of Hawai‘i. Prior to joining the firm, Ms. Sam clerked for the Honorable Colleen K. Hirai at the First Circuit of Hawai‘i.
- William S. Richardson School of Law, University of Hawaii, J.D. (cum laude), 2005
- University of Washington, B.B.A., 2000
- University of Washington, B.A., 2000
Admitted to Practice
- State Courts of Hawaii
- U.S. District Court of Hawaii