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Tag Archives: Trust
If You Have a Giant Trust You Do Not Understand or Like – Come Talk to Me About It
You have a giant trust. Likely in a giant folder. But you do not know what it says. Or you may not like what it says. It may have come with a giant cost. Or maybe you put it together … more
Estate Planning 101 – Trusts – Trust Construction Actions (What are they?)
If you are a Trustee or Beneficiary of a Trust and you have major questions about how the Trust is supposed to work, Oklahoma law may have a helpful avenue for you. (See this prior blog post for a breakdown … more
Posted in Estate Planning
Tagged Trust, Trust Construction Action, Trust Disputes, Trust Questions
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Estate Planning 101 – Trusts – Basic Parties
Context This Estate Planning 101 blog series began with this foundation: there are three essential topics for a basic estate planning discussion in Oklahoma. The first of those topics was: 3 basic documents. Discussions of the Last Will and Testament, … more
Posted in Estate Planning
Tagged Beneficiary, Settlor, Trust, Trust Beneficiaries, Trust Beneficiary, Trust Settlor, Trustee
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3 Essential Topics for a Basic Estate Planning Discussion in Oklahoma
Estate planning can be a difficult topic to talk and think about. Like everyone else, I would generally rather talk about college football or plan the next trip with my kids. Death, disability, taxes, family issues, and the like are hard. It can be … more
