DESCRIPTION
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.