A Return to the Hawaii Tax Institute
Albertson & Davidson LLP is proud to once again participate in the Hawaii Tax Institute (HTI)—one of the nation’s premier conferences for estate planners, tax professionals, and fiduciary litigators. Each year, HTI brings together thought leaders from across the country to explore the most pressing issues in estate and tax law.
The conference takes place in Honolulu, Hawaii, and features sessions designed to go beyond the numbers—diving into the human and ethical dimensions that shape family enterprises and professional relationships.
Keith A. Davidson: Understanding Family Dynamics Beneath the Surface
On Monday, Keith A. Davidson will present “Under the Surface: Navigating Family Dynamics in the Family Enterprise and Ethical Considerations.”
In trust and estate work, family relationships often drive decisions more than documents do. Keith’s session explores how attorneys and advisors can identify and manage the emotional undercurrents that impact business succession and inheritance disputes. His talk highlights how ethical practice requires more than legal expertise. It calls for empathy, awareness, and communication.
Keith Davidson & Stewart Albertson: Mission Creep and Professional Boundaries
On Tuesday, Keith Davidson and Stewart Albertson will take the stage together for their joint presentation, “Mission Creep and Ethical Considerations: When Wealth Planning Professionals Overstep.”
Their session focuses on a common challenge in estate and wealth planning: the temptation for advisors to move beyond their professional roles in the name of helping clients. Keith and Stewart will discuss real-world examples of “mission creep,” how it can expose professionals to liability, and how to maintain trust while staying within ethical boundaries.
Continuing the Conversation on Ethics and Family Legacy
Albertson & Davidson LLP has long emphasized the importance of ethics, transparency, and family communication in probate and trust litigation. Participating in the Hawaii Tax Institute allows the firm to share lessons from the courtroom while learning from the broader community of estate and tax professionals.
As Keith and Stewart continue their work helping families resolve disputes and protect legacies, their focus remains clear: ethical advocacy, grounded in integrity and respect.
See our sessions listed on the official Hawaii Tax Institute agenda here.
