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Planning For Your Children

If you are a parent of a young child or children, having an estate plan in place is more important than ever. No one knows your child better than you do, and a proper estate plan should provide for his or her care and maintenance, ensuring that he or she will be properly cared for… Read More »

What happens when you die without a will?

Without a will or trust you have no say in the disposition of your own assets in the event of your death. Your assets will pass pursuant to Oklahoma intestacy laws and could even escheat (or revert) to the State. It is important to recognize that if you die intestate, i.e., without a will, your… Read More »

Small Estate Affidavits in Oklahoma

Effective November 1, 2017, the limit for Small Estate Affidavits increased from $20,000.00 to $50,000.00. This is a considerable plus for the distribution of small estates as it can avoid the necessity of a costly probate. In Oklahoma, there are two (2) types of Small Estate Affidavits. The first, authorized by 58 O.S. § 393,… Read More »

2018 Interest on Judgments Has Increased

The Oklahoma Administrative Office of the Courts has issued its annual notice of the interests rates applicable to judgments obtained in Oklahoma from January 1, 2018, through December 31, 2018. The postjudgment interest rate to be charged on judgments for calendar year 2018 shall be 6.50 percent, up from 5.75 percent in 2017. Should you… Read More »

Estate Planning and the Special Needs Trust

A Special Needs Trust is a specific trust which ensures that a beneficiary remains eligible for Supplemental Security Income, Medicaid, and other government benefits. It also provides for distributions for medical care not covered by Medicaid as well as other enhancements to the beneficiary’s quality of life. Your will should provide your Personal Representative the… Read More »

Who Should Serve as Trustee of My Trust?

If those you have chosen as Trustee lack the ability or knowledge to implement your directions, then regardless of how well prepared your estate planning documents are, especially your trusts, your estate planning goals may fail. The following are some things to think about when you choose a Trustee: (1) Does your prospective Trustee have… Read More »

What to Do When You Lose Your Spouse

Losing your spouse is never easy. Here are some things to remember once you are ready to move forward: Obtain. You should obtain multiple certified copies of the Death Certificate when it becomes available. You are going to need one for every life insurance policy, and many of the institutions holding assets will require one as well…. Read More »

Guidelines for Acting Under a General Durable Power of Attorney

If you have been appointed to serve as an agent, also known as an attorney-in-fact, under a General Durable Power of Attorney, the principal has placed a great deal of trust in you. As the agent, your authority extends to the management of the financial and personal matters affecting the principal, as described in the… Read More »

Estate Planning In A Digital World

It is no secret that we live in a world where many aspects of our lives have become ever-increasingly digital. Whether it is social media accounts, online banking or investing, email, cloud storage, or even travel rewards and points, so much of what we do takes place online. Online profiles and account information, stored photos,… Read More »

M. Joe Crosthwait, Jr. Reelected Chief Master of Professional Responsibility Tribunal

On June 28, 2017, M. Joe Crosthwait, Jr., was reelected as Chief Master of the Professional Responsibility Tribunal. This is his second term as Chief Master, with his term beginning July 1, 2017, and ending June 30, 2018. The Professional Responsibility Tribunal’s  function is to conduct hearings on formal complaints filed against lawyers and on applications for… Read More »