DESCRIPTION
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.