TRANSFER ON DEATH DEED AND WILL READ TOGETHER AS PROVING TESTATOR’S INTENT
The Appellant Court In The Matter of the Estate of Stites, 2020 OK CIV APP 51 held that when a
Category: Estate Planning
COURT DEFINES JOINT TRUST
The Oklahoma Supreme Court in Matter of Estate of Williams, 2023 OK 103 defined a Trust as follows: “A trust,
ANTENUPTIAL AGREEMENT, PROFIT SHARING PLAN AND IRA ACCOUNT
A decedent and his surviving spouse entered into an antenuptial agreement prior to their marriage in 2015. The antenuptial agreement
APPELLANT COURT UPHOLDS RIGHT TO DISINHERIT A CHILD
The appellant court ruled in Matter of Estate of Jones, 2023 OK CIV APP 48 that a general reference to
FRAUD AND UNDUE INFLUENCE MAKING A WILL
WILL CHALLENGED FOR FRAUD AND UNDUE INFLUENCE ¶11 The standard treatise on Oklahoma probate law (citing cases from other jurisdictions)
IRA BENEFICIARY MAILBOX RULE
MAILBOX RULE PREVAILS ¶1 Appellees Jean Norris a/k/a Jeannie Norris, Carol Mikles, and Kenneth Hopcus (collectively Cousins) brought this action
ASLEEP AT THE SWITCH
When someone is asleep at the switch something terrible happens. Usually a catastrophe. That is exactly what happened to this
WILL CONTESTANT HAS BURDEN OF PERSUASION
Testamentary capacity, or the ability to make a will, exists when a person has, in a general way, the faculty
IS YOUR WILL SELF-PROVEN
Under Oklahoma law a person making a will, called a testator or testatrix, is permitted to follow the Oklahoma statute
HOMESTEAD RIGHT OF SURVIVING SPOUSE TO POSSESS AND OCCUPY RESIDENCE
A surviving spouse has the absolute right to claim a homestead right to occupy and live rent free in the