Oklahoma City, OK
Elder law Lawyer at Oklahoma City, OK
Practice Areas: Elder Law, Trusts, Estate Planning
The right to an accounting by a beneficiary is an inherent right to ensure the trustee is acting appropriately and fulfilling his or her fiduciary...
An attorney would need to review the trust and the appropriate law before agreeing to such an undertaking. These types of cases can be challenging...
This is fact dependent. The burden is on the trustee to show why his resignation should be set aside and why he should be allowed to resume...
The only two ways for you to be removed as a successor trustee are (1) if you sign a resignation or declination to serve as trustee or (2) if the...
The only safe way to protect yourself is to enter into a prenuptial agreement before you marry. Both you and your fiancee would need to seek the...
You have painted yourself into a box by allowing for split control with no absolute oversight by the other partner. It may not be too late to fix...
I'm somewhat confused. If you are the trustee, how did your brothers as successor trustees have authority to take these actions, or were they...
The general rule is that a trust beneficiary is entitled to an annual accounting, so it should not be difficult to obtain one, even if you have to...
The probate court is the appropriate venue, but you need to confer with an attorney to see if such an action is necessary. What sometimes seems...
When the asset is funded into the irrevocable trust is irrelevant. Does the trust grant Crummey withdrawal rights or not? If it does, then the...
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