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Sample OK Estate Planning Cases
... Id. Joint revocable trusts are an alternative estate planning technique which have become
popular in common-law property states because they avoid probate and the need to sever
jointly owned assets into separate trusts for each spouse. Id. at 346-347. ...
... 22 The evidence in the record establishes the following facts. Urice was not related to Bowers
by blood and was not a natural object of her bounty. Prior to 1997, Bowers had never mentioned
Urice in her estate planning or wanted him to be involved in her financial affairs. ...
... The motion included affidavits to support Appellant's defense against a fraudulent conveyance,
ie, the transfer of the joint tenancy interest in Appellant's home to Craig in 2001 was an estate
planning device necessitated by her heart surgery and a concurrently-executed second ...
... intent when he conveyed his interest in property to his wife's trust because the couple was not
contemplating a divorce, the husband continued to have joint use of the trust property as a trust
beneficiary, and the property had been conveyed merely for estate planning purposes. ...
... Neighbors' property. Instead, Neighbors employed the common estate-planning
device of creating a revocable inter vivos trust and simultaneously executing a
pour-over will to provide for her heirs at the time of her death. [29 ...
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