COURT DEFINES JOINT TRUST
The Oklahoma Supreme Court in Matter of Estate of Williams, 2023 OK 103 defined a Trust as follows: “A trust,
Category: Revocable Trust
ASLEEP AT THE SWITCH
When someone is asleep at the switch something terrible happens. Usually a catastrophe. That is exactly what happened to this
HEIRS ACTING WITH MALICE
It sometimes happens that disappointed heirs will use the legal system for their own gain and sometimes vengeful purposes. If
HEIRS MAY BE DISINHERITED THROUGH YOUR TRUST AND WILL UNDER OKLAHOMA LAW
If done properly your heirs, with the exception of your spouse, may be disinherited under Oklahoma law. This principal was
ACCIDENTS WILL HAPPEN BUT NOT WITH A WELL DESIGNED TRUST AND WILL
There are as many kinds of accidents that cause injury to people as there are people. While such activities as
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
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
TRUST AND WILL NO CONTEST CLAUSES
The Oklahoma Court of Civil Appeals further defined what legal actions violate a forfeiture clause in a Trust. In Calhoon
CONTINGENCY PROBATE REPRESENTATION OF AN HEIR
Sometimes a probate heir can be represented on a contingency fee basis. For example, suppose this set of facts. A
Competency to Make a Will or a Trust
Do you have a parent who has made a will or trust? Have they recently been diagnosed with alzheimers or