DESCRIPTION
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.