Tag Archives: Estate Oklahoma

3 Required Documents for an Ancillary Estate

3 Documents An attorney in Oklahoma will always need the following three documents to analyze whether an ancillary estate is possible and the best course of action. They will eventually have to be certified copies from the home / domiciliary … more

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Estates are Temporary (and Maybe Shorter Than You Think)

I help people when someone close to them dies. Sometimes this requires a legal estate. Many people think this means a proceeding that goes on for years. Everyone has heard a horror story from the coffee shop. Or read about … more

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Is it an Ancillary Estate? (Or does it just quack like one?)

We all know the old saying along the lines of: if it looks like a duck and walks like a duck and quacks like a duck, it’s probably a duck. However, there are a couple of situations I routinely encounter … more

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Ancillary Estate – What Does That Funny Word Even Mean?

The next few posts will discuss certain topics and themes on ancillary estate and probate. I am involved in representing clients in ancillary estates and discussing topics surrounding them routinely. I have written quite a bit about ancillary estates on … more

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The Probate Process from Start to Finish – NBI – Online – June 30, 2021

In a little over a month, I will be presenting at a National Business Institute (NBI) one-day online seminar covering the entire estate process in Oklahoma. The course is titled: “The Probate Process from Start to Finish.” You can click … more

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5 Important Things That Do NOT Happen Without a Will

If you do not plan ahead with a Last Will and Testament (or other estate planning documents and actions), the following will NOT happen: 1. Surviving Spouse If you have children, your entire estate will NOT pass to your surviving … more

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Presentation on Creditor Claims at Bar Convention

The bar convention for Oklahoma (Annual Meeting of the Oklahoma Bar Association) took place last week in Oklahoma City. There are numerous activities over several days, including opportunities for attorneys to meet together for learning and discussion. I presented on … more

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