Estate Planning Group
Our Promise is Your Peace of Mind. A simple statement and the basis of Estate Planning Group. Whether you are in the need for Estate Planning, Probate Administration, Trust Administration, Medicaid Planning, Asset Protection, or assistance with a Conservatorship or Guardianship Proceeding, we deliver on this promise by utilizing our years of experience, vast knowledge, steadfast integrity, compassion, and open communication to foster our clients’ “peace of mind.”
MICHELLE M. M. OGATA, Principal Attorney
Michelle believes that every estate plan should fit the client, and she works closely with her clients in learning about their goals, health, family dynamics, and other important factors. From there, Michelle counsels and provides recommendations for her clients using various types of trusts and other estate planning tools that will meet their goals. As a proud mother and wife, Michelle brings compassion to her work with an understanding of family values and the importance of caring for loved ones.
Michelle earned her Juris Doctor from the William S. Richardson School of Law. She served on the Board of Directors for the Arthritis Foundation Hawaii, received the Five Star Wealth Manager Award in the Honolulu Magazine and Hawaii Business Magazine, and co-authored “Top 10 Estate Planning Techniques” (National Business Institute, 2010).
SHIRLEY A. YOSHIMOTO, Planning Consultant & Paralegal
Shirley is passionate about her work in helping families preserve their relationships and values, as well as their assets, through estate planning. The sensitive issues that are addressed in estate planning are very personal, and Shirley believes that clients should be met with care and compassion.
Shirley attended Hawaii Pacific University, where she graduated with a Bachelor of Arts degree in Advertising, and earned her Associate of Science degree through the Paralegal Program at Kapiolani Community College. She was mentored by Michelle Ogata and has worked under her direction for over 10 years. In her spare time, Shirley enjoys spending time with her partner, Traci, and their Pomeranian, Kibo, swimming, traveling, and going on adventures together.
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Listing Title: Estate Planning Group