DESCRIPTION
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.