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2019 Oklahoma Estate Planning Symposium

$175.00
  • Author/Instructor:  Oklahoma Bar Association

Cosponsored by the Estate Planning & Probate Law Section Program Planner:   Emily Crain, Trust Company of Oklahoma Learning Objectives:  1) Learn about Veteran benefits and how to qualify your clients for those benefits.2) Review of powers of appointment in trusts and how to use them to the best advantage of your clients.3) Considerations to take when planning estates for tribal members.4) How to recognize financial elder abuse, and what to do when you see it.             Qualifying Veterans for BenefitsSteven Juett, Project Veteran Assistance, Inc.   Distribution Guidelines and Powers of Appointment Sara Murphy Bondurant, Graft Walraven Lam Q. Nguyen, Graft Walraven   Estate Planning for Tribal MembersErica Mackey, Selton Walkley Mackey   Financial Elder Abuse Elaine Dodd, Oklahoma Banker's Association   Charitable PlanningGinny Bass Carl, CEO, Giving Well   Panel Discussion of Health, Education, Maintenance and Support ConsiderationsTrust Company Panel  Emily Crane, Trust Company of OklahomaRon Burke, Trust Company of Oklahoma   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.
  • 12/31/22
    Avail. to
  • DETAILS
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2019 Solo and Small Firm Conference - Estate Planning Tips

$50.00
  • Author/Instructor:  Susan Shields

Filmed during the 2019 Solo and Small Firm Conference   Estate Planning Tips Susan Shields        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.
  • 12/31/22
    Avail. to
  • DETAILS
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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
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2022 OBA Legislative Kickoff

$99.00
  • Author/Instructor:  Oklahoma Bar Association

2022 Legislative Kickoff   Welcome from President    Short Introduction from Legislative Monitoring Committee Chair     90 Bills in 90 Minutes    Cannabis Bills  Adria Berry, Oklahoma City  Executive Director of the OK Medical Marijuana Authority  Criminal Law  David McKenzie, Oklahoma City  Mulinix, Eddy, Ewert & McKenzie  Elder Law and Estate Planning  Stephanie Alleman, Oklahoma City  Alleman Law  Government Law  Jennifer Walford, Oklahoma City  Deputy General Counsel, OMES  Civil Procedure/Courts  Jake Krattiger, Norman  Gable Gotwals  Environmental/Natural Resources   Kaylee P. Davis-Maddy, Oklahoma City,  Doerner, Saunders, Daniel & Anderson   Education Law  Haley Drusen, Edmond  Native American Law  Austin R. Vance, Oklahoma City Whitten Burrage Family Law  Monica Dionisio, Oklahoma City  Hester, Schem, Dionisio & Didier    Legislative Panel Moderator: Miles Pringle Panel: Sen. Kay Floyd, Sen. Brent Howard, Rep. Chris Kannady, Rep. Emily Virgin    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
  • 150
    Min.
  • 1/28/24
    Avail. to
  • DETAILS
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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
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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
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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
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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
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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
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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 for Digital Assets

$85.00
  • Author/Instructor:  Michael Sneeringer

Some of the most valuable assets a client has are the most difficult to define, value, and transfer on death.  “Digital assets” – everything from digital music and pictures stored online, to bank and credit card reward programs, Facebook pages and online TurboTax files, bank and retirement account credentials – are a class of asset that every client has, yet planning for them is new.  These assets are not governed by a conventional set of federal or state laws, rather by a complex set of rules set by a variety of organizations, none of which are standardized but which planners need to understand nonetheless to satisfy client expectations.  This program will provide you guide to the nature of digital assets, how they are controlled, and how to plan for them.   Digital assets in estate planning – defining and transferring them on death How failure to plan for these assets can scuttle estate plans and disappoint client expectations Fiduciary access to digital assets under current law Practical planning for digital assets – what works, what doesn’t, and what’s not at all clear How user polices impact the planning process – what you need to know about how these assets are titled and controlled How federal law impacts the planning process and unconventional planning issues   Speaker: 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.
  • 2/17/23
    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
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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

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

Retirement Asset Protection Planning

$50.00
  • Author/Instructor:  Oklahoma Bar Association

Asset Protection Planning UpdatesRetirement Account Protection Planning The federal SECURE Act requires full distribution of retirement accounts inherited by non-spouse beneficiaries within 10 years of the account owner’s death. This session will describe and discuss workaround tools and strategies to avoid this distribution mandate and its potentially disastrous asset protection results.     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.
  • 12/31/22
    Avail. to
  • DETAILS
Course1

Still the Best: Oklahoma’s Preservation Trust in Action

$50.00
  • Author/Instructor:  Oklahoma Bar Association

Asset Protection Planning UpdatesStill the Best: Oklahoma’s Preservation Trust in Action The recent U.S. Supreme Court Kaestner decision is another very good reason to use an Oklahoma Family Wealth Preservation Trust as a flagship asset protection planning tool. This session will discuss Preservation Trust drafting best practices, and the rules of the road for effective Preservation Trust administration.    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.
  • 12/31/22
    Avail. to
  • DETAILS
Course1

The Oklahoma Tort Protection Levee Is Gone

$50.00
  • Author/Instructor:  Oklahoma Bar Association

Asset Protection Planning UpdatesThe Oklahoma Tort Protection Levee Is Gone In Beason, the Oklahoma Supreme court ruled our statutory limitation on noneconomic tort damages to be unconstitutional. Asset protection planning? Yes – now more than ever. This session will focus on sturdy planning under Oklahoma law in the context of current protection law developments.      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.
  • 12/31/22
    Avail. to
  • 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