Monday, April 13, 2015

ICYMI: Privacy and personal trusts

ICYMI: The Oklahoma Supreme Court's ruling in Guardianship of Berry has become a major issue in trust and probate litigation in Oklahoma.  Courts and litigants are addressing the issue of whether parties to guardianship proceedings are entitled to information about the Ward's trust, even when the information would otherwise remain confidential.  The results are mixed.  Will the Supreme Court be called upon to re-address the issue?

Oklahoma Trust Law: Privacy and personal trusts: For years, trust attorneys have wrestled with the issue of whether a trustee must provide information to a beneficiary whose interest in th...