DESCRIPTION
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.