COURT DEFINES JOINT TRUST
The Oklahoma Supreme Court in Matter of Estate of Williams, 2023 OK 103 defined a Trust as follows: “A trust,
Tag: EXPERIENCED LIVING TRUST ATTORNEY
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
A WILL CANNOT PROHIBIT THE SALE OF PROPERTY IN PERPETUITY
The recent Oklahoma case of In the Matter of the Estate of Stolba, 2019 OK CIV APP 43, involved a
HEIRS ACTING WITH MALICE
It sometimes happens that disappointed heirs will use the legal system for their own gain and sometimes vengeful purposes. If
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
PROTECTING THE MARITAL ELECTIVE SHARE THROUGH PROBATE
The public policy in Oklahoma is to protect the share of the estate that must be left to the surviving
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
LIVING TRUST ADVANTAGES
The major problems of senior citizens are how to manage financial affairs upon disability and how to distribute property at
WILL TRUST COMPETENCY
When is someone too far gone to make a will or trust? This information may help you understand the law