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Full-Text Articles in Estates and Trusts

Holding All The Cards: The Role Of The Oklahoma Family Wealth Preservation Trust Act In The Game Of Domestic Asset Protection, T. Grace Hall Jan 2024

Holding All The Cards: The Role Of The Oklahoma Family Wealth Preservation Trust Act In The Game Of Domestic Asset Protection, T. Grace Hall

Oklahoma Law Review

No abstract provided.


When The Dog Bites (Reviewing Richard C. Ausness, These Are A Few Of My Least Favorite Things, 34 Quinnipiac Prob. L. J. 231 (2021)), Katheleen Guzman Apr 2023

When The Dog Bites (Reviewing Richard C. Ausness, These Are A Few Of My Least Favorite Things, 34 Quinnipiac Prob. L. J. 231 (2021)), Katheleen Guzman

Other Faculty Publications

No abstract provided.


Remediating Injustices For Black Land Loss: Taking The Next Step To Protect Heirs' Property, Phyllis C. Taite Jan 2023

Remediating Injustices For Black Land Loss: Taking The Next Step To Protect Heirs' Property, Phyllis C. Taite

Faculty Articles

No abstract provided.


Most People, Most Of The Time (Reviewing Mary Louise Fellows & E. Gary Spitko, How Should Non-Probate Transfers Matter In Intestacy?, 53 U.C. Davis L. Rev. 2207 (2020)), Katheleen Guzman Jan 2022

Most People, Most Of The Time (Reviewing Mary Louise Fellows & E. Gary Spitko, How Should Non-Probate Transfers Matter In Intestacy?, 53 U.C. Davis L. Rev. 2207 (2020)), Katheleen Guzman

Other Faculty Publications

No abstract provided.


Performers And Portrayers (Reviewing Shelly Kreiczer-Levy & Ronit Donyets-Kedar, Better Left Forgotten : An Argument Against Treating Some Social Media And Digital Assets As Inheritance In An Era Of Platform Power, 84 Brook. L. Rev. 703 (2019)), Katheleen Guzman Feb 2021

Performers And Portrayers (Reviewing Shelly Kreiczer-Levy & Ronit Donyets-Kedar, Better Left Forgotten : An Argument Against Treating Some Social Media And Digital Assets As Inheritance In An Era Of Platform Power, 84 Brook. L. Rev. 703 (2019)), Katheleen Guzman

Other Faculty Publications

No abstract provided.


Can The Wealth Tax Effectively Serve As A Backdrop To Estate And Gift Taxes?, Phyllis C. Taite May 2020

Can The Wealth Tax Effectively Serve As A Backdrop To Estate And Gift Taxes?, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


Wills Speak, Katheleen Guzman Jan 2020

Wills Speak, Katheleen Guzman

Faculty Articles

No abstract provided.


Fits, Starts, And Finishes (Reviewing David Horton, Wills Without Signatures, 99 B.U. L. Rev. 1623 (2019)), Katheleen Guzman Dec 2019

Fits, Starts, And Finishes (Reviewing David Horton, Wills Without Signatures, 99 B.U. L. Rev. 1623 (2019)), Katheleen Guzman

Other Faculty Publications

No abstract provided.


Freedom Of Disposition V. Duty Of Support: What's A Child Worth?, Phyllis C. Taite Jan 2019

Freedom Of Disposition V. Duty Of Support: What's A Child Worth?, Phyllis C. Taite

Faculty Articles

No abstract provided.


Decision And Persuasion: Re-Conceiving The Role Of The Planner Where Undue Influence Is Suspected, James Milton, Katheleen Guzman Jan 2019

Decision And Persuasion: Re-Conceiving The Role Of The Planner Where Undue Influence Is Suspected, James Milton, Katheleen Guzman

Faculty Articles

No abstract provided.


Is Marriage A Proxy For Wealth?, Phyllis C. Taite Jul 2018

Is Marriage A Proxy For Wealth?, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


Can You Really Have Your Cake And Eat It Too?, Phyllis C. Taite Jul 2017

Can You Really Have Your Cake And Eat It Too?, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


Estate Of Holliday: 'Flping' The Script, Phyllis C. Taite Jan 2017

Estate Of Holliday: 'Flping' The Script, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


Trust Accounting Products: A Necessity For Your Lawyer Toolkit, Darla Jackson Oct 2016

Trust Accounting Products: A Necessity For Your Lawyer Toolkit, Darla Jackson

Other Faculty Publications

No abstract provided.


Testamentary Freedom And The Implied Right To Inherit, Phyllis C. Taite Aug 2016

Testamentary Freedom And The Implied Right To Inherit, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


Defending Dependent Disclaimers, Katheleen Guzman Jan 2016

Defending Dependent Disclaimers, Katheleen Guzman

Faculty Articles

No abstract provided.


Dependent Disclaimers, Katheleen Guzman Jan 2016

Dependent Disclaimers, Katheleen Guzman

Faculty Articles

No abstract provided.


Crummey Delivers Another Knockout Punch To The Irs, Phyllis C. Taite Nov 2015

Crummey Delivers Another Knockout Punch To The Irs, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


Is Federal Preemption In Beneficiary Designation Cases Part Of The Problem Or Solution?, Phyllis C. Taite Aug 2015

Is Federal Preemption In Beneficiary Designation Cases Part Of The Problem Or Solution?, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


An Ounce Of Planning Is Worth A Pound Of Litigation Prevention, Phyllis C. Taite May 2015

An Ounce Of Planning Is Worth A Pound Of Litigation Prevention, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


Offshore Trustees Beware: No Pre-Levy Notice For You!, Phyllis C. Taite Jan 2015

Offshore Trustees Beware: No Pre-Levy Notice For You!, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


Madoff Madness In The Estate Of Kessel, Phyllis C. Taite Nov 2014

Madoff Madness In The Estate Of Kessel, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


Teaching Trusts And Estates, Phyllis C. Taite Aug 2014

Teaching Trusts And Estates, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


Trombetta: The Two Trust Tango, Phyllis C. Taite Apr 2014

Trombetta: The Two Trust Tango, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


Where Strict Meets Substantial: Oklahoma Standards For The Execution Of A Will, Katheleen R. Guzman Jan 2014

Where Strict Meets Substantial: Oklahoma Standards For The Execution Of A Will, Katheleen R. Guzman

Oklahoma Law Review

No abstract provided.


Save The Wealth! Trust Decanting And Oklahoma, Tara M. Niendorf Jan 2014

Save The Wealth! Trust Decanting And Oklahoma, Tara M. Niendorf

Oklahoma Law Review

No abstract provided.


Where Strict Meets Substantial: Oklahoma Standards For The Execution Of A Will, Katheleen Guzman Jan 2014

Where Strict Meets Substantial: Oklahoma Standards For The Execution Of A Will, Katheleen Guzman

Faculty Articles

No abstract provided.


Should A History Of Spousal Abuse Serve As A Presumptive Bar To Inheritance?, Phyllis C. Taite Jun 2013

Should A History Of Spousal Abuse Serve As A Presumptive Bar To Inheritance?, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


The Anatomy Of A Will Contest, Phyllis C. Taite Oct 2012

The Anatomy Of A Will Contest, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


Change We Can't Believe In ... Or Afford: Why The Timing Is Wrong To Reduce The Estate Tax On The Wealthiest Americans, Phyllis C. Taite Jan 2012

Change We Can't Believe In ... Or Afford: Why The Timing Is Wrong To Reduce The Estate Tax On The Wealthiest Americans, Phyllis C. Taite

Faculty Articles

At the end of the year 2008 the United States was in the midst of an economic storm. The country started going through its worst financial state since the Great Depression. Historically, transfer taxes were instated specifically to raise revenue during the country’s financial time of need. The temporary repeal during the 2010 tax year occurred during a time when the country was experiencing an economic storm, a time when the country could least afford to forego the additional revenue. Consequently, the timing of the temporary repeal was in direct contradiction to the original purpose of the estate tax. While …