Course1

2021 Year End Review - Day Two

$175.00
  • Author/Instructor:  Oklahoma Bar Association

Day Two - 2021 Year End Review           Business and Corporate Law UpdateGary Derrick, Derrick and Briggs, LLP, Oklahoma City            Law Office Management and Technology UpdateJim Calloway, Director of Management Assistance Program, OBA, Oklahoma CityJulie Bays, Practice Management Advisor, OBA, Oklahoma City                   Real Property UpdateKraettli Epperson, Mee Mee Hoge & Epperson, PLLP, Oklahoma City               Estate Planning & Probate Law UpdateDavid P. Hartwell, David P. Hartwell, PC, Oklahoma City                     Family Law UpdateProfessor Robert Spector, University of Oklahoma College of Law, Norman                 Ethics Update Gina Hendryx, General Counsel, OBA, Oklahoma City      Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 360
    Min.
  • 12/17/23
    Avail. to
  • DETAILS
Course1

2022 Year End Review - Day Two

$175.00
  • Author/Instructor:  Oklahoma Bar Association CLE Department

2022 Year End Review – Day Two   Program Moderator  Janet Johnson, Oklahoma Bar Association CLE Director              Business and Corporate Law Update  Gary Derrick, Derrick and Briggs, LLP, Oklahoma City        Law Office Management and Technology Update  Jim Calloway, Director of Management Assistance Program, Oklahoma Bar Association, Oklahoma City        Real Property Law Update  Kraettli Epperson, Mee Mee Hoge and Epperson, PLLP, Oklahoma City        Estate Planning and Probate Law Update  Terrell Monks, Oklahoma Estate Attorneys, PLLC, Oklahoma City        Family Law Update   Professor Robert Spector, University of Oklahoma College of Law, Norman        Ethics Update  Gina Hendryx, General Counsel, Oklahoma Bar Association, Oklahoma City          Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.   

  • On-Demand
    Format
  • 300
    Min.
  • 12/31/24
    Avail. to
  • DETAILS
Course1

A Revocable Protection Trust: Chameleon, or Chimera?

$50.00
  • Author/Instructor:  Oklahoma Bar Association

The Far-Away Safe Place Right Next Door:The Oklahoma Preservation Trust in Integrated Estate Planning(With Forms and Checklists)Session #4: A Revocable Protection Trust: Chameleon, or Chimera? The accepted wisdom was that heavier than air machines just cannot fly. Until the Wright brothers discovered the secret of how to harness the power of the wind. In the same way, it is widely accepted that revocable trusts cannot protect assets – but the revocable Preservation Trust does. This session explores the legal aerodynamics which allow the revocable Preservation Trust to fly higher than the others.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

All in the Family: The Family Wealth Preservation Trust Family

$50.00
  • Author/Instructor:  Oklahoma Bar Association

The Far-Away Safe Place Right Next Door:The Oklahoma Preservation Trust in Integrated Estate Planning(With Forms and Checklists)Session #7: All in the Family: The Family Wealth Preservation Trust Family The small world of qualified beneficiaries – required by statute – emphasizes the “family” purpose of the Family Wealth Preservation Trust. This session explores and explains how this small world can actually be a portal into a much larger universe.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

Apples, Oranges and Cranberries: Domestic Asset Protection Trust Options Compared

$50.00
  • Author/Instructor:  TBD

The Far-Away Safe Place Right Next Door: The Oklahoma Preservation Trust in Integrated Estate Planning (With Forms and Checklists)  Session #1: Apples, Oranges and Cranberries: Domestic Asset Protection Trust Options Compared     Nineteen States have enacted domestic asset protection trust statutes. These are like keys, each fitting a particular lock . . . except one: the Oklahoma Family Wealth Preservation Trust just might be a master key that fits all locks. This session compares and contrasts, in detail, all current DAPT statutes.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

Beyond the Paw of the Lion: Jurisdiction and the Preservation Trust

$50.00
  • Author/Instructor:  Oklahoma Bar Association

The Far-Away Safe Place Right Next Door:The Oklahoma Preservation Trust in Integrated Estate Planning(With Forms and Checklists)Session #8: Beyond the Paw of the Lion: Jurisdiction and the Preservation Trust Different plants thrive in different soils and climates. This principle also applies to the viability of a Preservation Trust – Oklahoma courts are its native soil, and these will enforce its statutory asset protection shield.  This session discusses how to keep the Preservation Trust jurisdictionally on Oklahoma soil, and how to protect it from harsh climates in foreign courts.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

Captain Sully and the Oklahoma Preservation Trust: Who’s At The Controls?

$50.00
  • Author/Instructor:  Oklahoma Bar Association

The Far-Away Safe Place Right Next Door:The Oklahoma Preservation Trust in Integrated Estate Planning(With Forms and Checklists)Session #6: Captain Sully and the Oklahoma Preservation Trust: Who’s At The Controls? A Preservation Trust has something in common with a magnolia: put your hand on it, and it loses its beauty. The Preservation Trust grantor must put control of her trust into other hands, or its protective shield is compromised and becomes subject to a reverse alter ego attack. So, who are these who can successfully fly the Preservation Trust through a creditor assault storm? This session introduces us to the Preservation Trust flight crew, and what they do.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

Charitable Giving Options, Strategies and How to Discuss Planning with Clients

$150.00
  • Author/Instructor:  Joe Carter, Oklahoma City Community Foundation

Charitable Giving Options, Strategies and How to Discuss Planning with Clients Program Planner: Joe Carter, Oklahoma City Community Foundation     The OBA presents this CLE program as a service to its members. The OBA is not an investment adviser or a financial planner. The OBA does not recommend or endorse any financial or investment strategy or plan, any type of product, or securities professional. No part of this CLE program shall be taken as investment, financial and/or legal advice by the OBA.     Speaker(s): Joe Carter, Oklahoma City Community Foundation Christin Mugg, Ball Morse Law       Various topics, which include: 1.    Private Foundations, Donor Advised Funds and Supporting Organizations 2.    Charitable Remainder and Charitable Lead Trusts and Charitable Gift Annuities 3.    Charitable Giving Strategies 4.    How to Discuss Charitable Giving with Clients 5.    Ethical Issues of Charitable Planning 6.    Oklahoma Bar Foundation Impact - Presented by the Oklahoma Bar Foundation     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.    The OBA presents this CLE program as a service to its members. The OBA is not an investment adviser or a financial planner. The OBA does not recommend or endorse any financial or investment strategy or plan, any type of product, or securities professional. No part of this CLE program shall be taken as investment, financial and/or legal advice by the OBA.

  • On-Demand
    Format
  • 243
    Min.
  • 12/31/24
    Avail. to
  • DETAILS
Course1

Estate Planning, Probate & Trust Section Meeting and CLE - 2021 Annual Meeting

$125.00
  • Author/Instructor:  Oklahoma Bar Association

Estate Planning, Probate & Trust Section Meeting and CLEFilmed during the 2021 Annual Meeting Phil Fraim and Alison Cave - EthicsBrittany Littleton, Business Formation Part IIShanika Chapman & Terrell Monks - EthicsShannon Taylor - Guardianship Accounting     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 300
    Min.
  • 11/9/23
    Avail. to
  • DETAILS
Course1

Estate Planning, Probate and Trust Section - 2022 Annual Meeting

$175.00
  • Author/Instructor:  Stephanie Alleman

  Estate Planning, Probate and Trust Section - 2022 Annual Meeting   * Personal Injury and Wrongful Death Cases in Probate Proceedings by Terrell Monks and Shanika Chapman * Intro to Adoption by Shannon Taylor * Walker/Fulks:  Where Are We Now? by Roberto Seda * Guardian ad Litem 101 by Shannon Taylor * An Introduction to Probate by Lam Nguyen * 72 Counties in 50 Minutes by Jorjana Marx, Chantelle Hickman, Stephanie Alleman, and more. .   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 260
    Min.
  • 12/31/24
    Avail. to
  • DETAILS
Course1

Every Garden Should Grow One: The Preservation Trust Based Estate Plan

$50.00
  • Author/Instructor:  Oklahoma Bar Association

The Far-Away Safe Place Right Next Door:The Oklahoma Preservation Trust in Integrated Estate Planning(With Forms and Checklists)Session #10: Every Garden Should Grow One: The Preservation Trust Based Estate Plan For the right planning situation, the adaptability of a Preservation Trust qualifies it to be central asset management element of a client’s estate plan. This session maps this out, and also provides numerous example forms for your consideration.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

Guardianships: The New Normal

$175.00
  • Author/Instructor:  Oklahoma Bar Association

Guardianships: The New Normal Co-Sponsored by Estate Planning, Probate, and Trust Section   Workshop Leaders:   Donna Jackson, JD, CPA, Donna J. Jackson & Associates, PLLC A. Daniel Woska, Woska Law Firm, PLLC   Program Description: Overview of what Oklahoma Attorneys need to know about Guardianships and Resources available. - Overview of Guardian Ad Litem process and handbook- Overview of Guardianships handbook and forms- Ethics of Guardianship – who is the client, duty- Resources to help attorneys and the courts with wards with mental disorders- Planning tools to avoid Guardianship Guardian Ad Litem HandbookPhil Tucker, Tucker Law FirmJon Ford, Jon R. Ford Law Adult Guardianship Handbook and FormsA. Dan Woska, The Woska Law Firm, PLLC     Minor Guardianship Handbook and FormsShannon Taylor, Law Office of Shannon D. Taylor         Ethics – Supported Decision Making & ABA ResolutionDavid Godfrey, American Bar Association, Commission on Law and Aging, Washington, DC Report from Mental Health Committee A. Dan Woska, The Woska Law Firm, PLLC Donna Jackson, JD, CPA, Donna J. Jackson & Associates, PLLCHoward Hendrick, Director, Oklahoma Dept. of Human Services (Retired)        Planning to Avoid GuardianshipsDawn Hallman, Hallman and Associates, PCDonna Jackson, JD, CPA, Donna J. Jackson & Associates, PLLC     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.   

  • On-Demand
    Format
  • 360
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

Guess Who’s Coming To Dinner: The Preservation Trust Meets the Taxman

$50.00
  • Author/Instructor:  Oklahoma Bar Association

The Far-Away Safe Place Right Next Door:The Oklahoma Preservation Trust in Integrated Estate Planning(With Forms and Checklists)Session #9: Guess Who’s Coming To Dinner: The Preservation Trust Meets the Taxman Income, gift and estate tax issues are woven through the fabric of a Preservation Trust. What are these, and how to plan for them? This Session 9 explains these tax issues, and explores ways to minimize the tax hit on the Preservation Trust grantor and her estate.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

How to Handle Capacity Issues - Probate, Guardianships, Wills, Trusts and Powers

$225.00
  • Author/Instructor:  Oklahoma Bar Association

HOW TO HANDLE CAPACITY ISSUES (Probate, Guardianship, Wills, Trusts, Powers) Vignettes Terrell MonksShannon TaylorKennedy BrianDan WoskaPsychological EvaluationsDr. Ruwe Guardian Ad Litem ConsiderationsShannon Taylor Ethics ConsiderationsJeaneen Pointer Capacity LitigationSteve BalmanThe Holly CaseJudge Linda MorrisseyPanel DiscussionCory HicksShannon TaylorJudge MorrisseyTerrell MonksSteve Balman Dan Woska   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 420
    Min.
  • 12/9/23
    Avail. to
  • DETAILS
Course1

It’s A Wonder: How the Oklahoma Family Wealth Preservation Trust Works – And It Does Work

$50.00
  • Author/Instructor:  Philip R. Feist

The Far-Away Safe Place Right Next Door: The Oklahoma Preservation Trust in Integrated Estate Planning (With Forms and Checklists)  Session #2: ?It’s A Wonder: How the Oklahoma Family Wealth Preservation Trust Works – And It Does Work    Oklahoma’s Preservation Trust is the ugly duckling of the domestic asset protection trust family. But a swan will never look like a duck. Ridicule it as they may, the Preservation Trust has a beauty all its own. The Preservation Trust works, and this session shows how.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

Knowledge is power - financial strategies for women

$50.00
  • Author/Instructor:  Oklahoma Bar Association

The OBA presents this CLE program as a service to its members. The OBA is not an investment adviser or a financial planner. The OBA does not recommend or endorse any financial or investment strategy or plan, any type of product, or securities professional. No part of this CLE program shall be taken as investment, financial and/or legal advice by the OBA.     Knowledge is power - financial strategies for women From Simple to Sophisticated: The purpose of the presentation is to discuss ways to maximize retirement plan savings and tax benefits to the partners. Most owners are familiar with 401ks for tax savings. The problem is they are limited in their funding limits. While SEP IRAs allow for larger contributions, they also require contributions for their rank-and-file employees as well. From our experience partners are typically looking for ways to play catch up for retirement while minimizing the amount of taxes they pay.  There are other lesser known options that allow the partners to literally put hundreds of thousands of dollars per year into a plan, thus saving them tens of thousands of dollars in taxes. This seminar is designed to educate the attorneys on how to do both in a way that legally skews the benefits in the partner’s favor. We will also discuss other ways to maximize benefits for partners without violating ERISA guidelines. It will provide the attorneys with 1 CLE credit.     The OBA presents this CLE program as a service to its members. The OBA is not an investment adviser or a financial planner. The OBA does not recommend or endorse any financial or investment strategy or plan, any type of product, or securities professional. No part of this CLE program shall be taken as investment, financial and/or legal advice by the OBA.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.   

  • On-Demand
    Format
  • 60
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

Letting Go, Getting To Enjoy: Settlor Access to Preservation Trust Assets

$50.00
  • Author/Instructor:  Oklahoma Bar Association

The Far-Away Safe Place Right Next Door:The Oklahoma Preservation Trust in Integrated Estate Planning(With Forms and Checklists)Session #5: Letting Go, Getting To Enjoy: Settlor Access to Preservation Trust Assets Fact: A Preservation Trust grantor cannot be a beneficiary of her own trust. Challenge: How can a Preservation Trust grantor legitimately use and enjoy trust property? Session 5 looks at ways to make this can happen, so that the Preservation Trust grantor need not be a stranger in her own house.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

LIVE REPLAY: Trust & Estate Planning for Religious and Philosophical Beliefs

$85.00
  • Author/Instructor:  Daniel L. Daniels

Every trust and estate plan reflects the values of the client.  These values are often rooted, consciously or not, in religious, philosophical or ethical belief systems.  Some clients choose to make these values explicit in their plans and documents.  This can be sensitive terrain for lawyers, not always familiar with integrating explicit religious, philosophical, and ethical statements into legal documents. Understanding the purposes of clients, advising clients about the real limits of what the law can accomplish or will allow, and drafting documents for these clients can be a major challenge.  This program will discuss advising clients about integrating religious, philosophical and ethical beliefs into their trust and estate plans. ·         Understanding and documenting client beliefs and the purposes they seek to achieve in trust and estate plans ·         Counseling clients about what can be practically achieved and the limitations of law ·         Anticipating possible post-mortem challenges and steps to enhance enforceability and mitigate litigation ·         Practical guidance on drafting underlying legal or supplementary documents – and common traps Speaker:   Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 11/13/23
    Presented
  • DETAILS
Course1

Plenary Session | Hot Topics

$100.00
  • Author/Instructor:  Oklahoma Bar Association

Plenary Session | Hot Topics  Filmed during the 2021 Annual Meeting     Speakers Include : Douglas Stump Ed Blau Kieran D. Maye Jana L. Knott Shannon D. Taylor Sen. Kay Floyd Sen. Brent Howard     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 180
    Min.
  • 11/11/23
    Avail. to
  • DETAILS
Course1

The Cinderella Conundrum - The Evil StepParent and Worthless Stepchildren in Estate Planning and Settlement

$125.00
  • Author/Instructor:  Mark S. Darrah

  The Cinderella Conundrum: The Evil Stepparent and Worthless Stepchildren in Estate Planning and Settlement Problems between stepchildren and stepparents are as old as the ages. That’s why so many fairy tales feature an evil stepmother or stepfather and why it is not uncommon for stepparents to consider their stepchildren worthless. These situations in estate planning and settlement are a conundrum because no two are alike and there are rarely perfect solutions to avoid the tensions and conflicts that can arise. The program will include these topics: 1.     Assisting Widows and Widowers in recognizing bad actors 2.      What are the signs of a gold digger 3.      Common concerns and sources of mistrust between stepparents and stepchildren and steps to avoid inflaming an already challenging relationship. 4.      Ante-nuptial agreements 5.      Estate planning for a remarried widow or widower 6.      Unique settlement issues that arise when one spouse from the second marriage dies 7.      Ethical, class, race and gender issues relative to the difficulties these marriages can pose This program will draw on the wisdom folk and fairy tales teach while addressing applicable legal principals, statutes, and cases in practice. 9:00 a.m. Registration   10:00 to 11:45         "Cinderella"             Issues of grief, loss, replacement, and class, ethnic, racial, religious, gender and political differences         "Hamlet"             What Woody Guthrie and William Shakespeare share.  Issues of usurpation, substitution, loss of both parents by remarriage, and moral repugnancy.         "Hansel & Grethell"             Economic security and abuse.  Children who will not leave home.  Gold diggers.  What to do if you discover you represent one.   11:45 to 12:15  Networking Lunch Included   12:15 to 1:00         "Snow White"             When a stepparent is truly evil.         "King Lear"             When children are monsters.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.   

  • In-Person
    Format
  • 150
    Min.
  • 3/31/23
    Presented
  • DETAILS
Course1

The Cinderella Conundrum - The Evil StepParent and Worthless Stepchildren in Estate Planning and Settlement

$125.00
  • Author/Instructor:  Mark S. Darrah

  The Cinderella Conundrum: The Evil Stepparent and Worthless Stepchildren in Estate Planning and Settlement Problems between stepchildren and stepparents are as old as the ages. That’s why so many fairy tales feature an evil stepmother or stepfather and why it is not uncommon for stepparents to consider their stepchildren worthless. These situations in estate planning and settlement are a conundrum because no two are alike and there are rarely perfect solutions to avoid the tensions and conflicts that can arise. The program will include these topics: 1.      Assisting Widows and Widowers in recognizing bad actors 2.      What are the signs of a gold digger 3.      Common concerns and sources of mistrust between stepparents and stepchildren and steps to avoid inflaming an already challenging relationship. 4.      Ante-nuptial agreements 5.      Estate planning for a remarried widow or widower 6.      Unique settlement issues that arise when one spouse from the second marriage dies 7.      Ethical, class, race and gender issues relative to the difficulties these marriages can pose This program will draw on the wisdom folk and fairy tales teach while addressing applicable legal principals, statutes, and cases in practice. 9:00 a.m. Registration   10:00 to 11:45         "Cinderella"             Issues of grief, loss, replacement, and class, ethnic, racial, religious, gender and political differences         "Hamlet"             What Woody Guthrie and William Shakespeare share.  Issues of usurpation, substitution, loss of both parents by remarriage, and moral repugnancy.         "Hansel & Grethell"             Economic security and abuse.  Children who will not leave home.  Gold diggers.  What to do if you discover you represent one.   11:45 to 12:15  Networking Lunch Included   12:15 to 1:00         "Snow White"             When a stepparent is truly evil.         "King Lear"             When children are monsters.         Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.   

  • Webcast
    Format
  • 150
    Min.
  • 3/31/23
    Presented
  • DETAILS
Course1

The Safest Place of All: The Preservation Trust Protection Mechanism

$50.00
  • Author/Instructor:  Oklahoma Bar Association

The Far-Away Safe Place Right Next Door:The Oklahoma Preservation Trust in Integrated Estate Planning(With Forms and Checklists)Session #3: The Safest Place of All: The Preservation Trust Protection Mechanism Oklahoma’s Preservation Trust has two distinguishing features: it can be revocable, and it protects assets by a statutory creditor exemption mechanism instead of trustee discretion or a statutory mutation of the traditional spendthrift provision. This Session explores and explains the exemption mechanism. It unwraps the legal aspects of the Preservation Trust’s revocability feature, and shows how it works for – and not against – protecting family wealth.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

Trust & Estate Planning for Religious and Philosophical Beliefs

$85.00
  • Author/Instructor:  Daniel L. Daniels

Every trust and estate plan reflects the values of the client.  These values are often rooted, consciously or not, in religious, philosophical or ethical belief systems.  Some clients choose to make these values explicit in their plans and documents.  This can be sensitive terrain for lawyers, not always familiar with integrating explicit religious, philosophical, and ethical statements into legal documents. Understanding the purposes of clients, advising clients about the real limits of what the law can accomplish or will allow, and drafting documents for these clients can be a major challenge.  This program will discuss advising clients about integrating religious, philosophical and ethical beliefs into their trust and estate plans. ·         Understanding and documenting client beliefs and the purposes they seek to achieve in trust and estate plans ·         Counseling clients about what can be practically achieved and the limitations of law ·         Anticipating possible post-mortem challenges and steps to enhance enforceability and mitigate litigation ·         Practical guidance on drafting underlying legal or supplementary documents – and common traps Speaker: Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 3/2/25
    Avail. to
  • DETAILS
Course1

Trust and Estate Planning Issues in Divorce

$85.00
  • Author/Instructor:  Missia H. Vaselaney, Michael Sneeringer

Martial separation and divorce are times fraught with emotion, but also fraught with financial decisions that have a major estate, trust and tax implications.  Transfers pursuant to divorce are generally tax-deferred.  But there are many complications, including the transfer of property over time or where the value may not be known, the assumption of debts, the treatment of income held in trust, and also complex issues of beneficiary designations in retirement plans and insurance contracts. If not properly planned, these transfers can have substantially adverse and often unanticipated consequences.  Thus program will cover major issues in trust and estate planning for divorce.   Treatment of income from and property held in trust on divorce Traps surrounding beneficiary designations on retirement benefits and insurance contracts Opportunities for post-nuptial agreements to resolve lingering disputes Issues related to the sale or transfer of personal residences Income tax issues when property and debt are separated in divorce Health care issues for children, including insurance for the divorcing spouse Educational expenses for children over time   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.  Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 1/17/25
    Avail. to
  • DETAILS
Course1

Trust and Estate Planning with Rising and Volatile Interest Rates

$85.00
  • Author/Instructor:  Jeremiah W. Doyle, IV

Interest rates are at historically low levels and the Federal Reserve has repeatedly made clear that they will remain so for the foreseeable future.  Low rates create both opportunities and traps for estate planners.  Several advanced planning techniques, including self-cancelling installment notes on sales of property to family members, rely on low rates to achieve tax-favored results. Though these planning techniques lower estate and gift taxes, they also produce income tax traps.  For instance, if not properly structured, loans at low rates to a family member might result in imputed interest on the loan being attributed to the benefactor. This program will provide you with a practical guide to the estate and gift planning structures in a low interest rate environment and how to avoid income tax traps. ·         Techniques for capitalizing on low interest rates in estate and trust planning ·         Common income tax traps, including imputed interest on a loan to a child and election mistakes ·         Utilizing installment sales to family members and low rate loans ·         Techniques for using GRATs and Charitable Lead Trusts ·         Understanding sales to intentionally defective grantor trusts ·         Self-cancelling installment notes Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner.  He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education.  Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 3/28/23
    Presented
  • DETAILS