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Handling Legal Errors In A Trust
Ball Morse Lowe PLLC | Website: https://bml.law
Phone: 405.701.5355 | Email [email protected]
Welcome to Handling Legal Errors In a Trust, our latest episode of "Fortifying Futures" podcast. Today, host Brian Hill is joined by Patrick Lane, a partner and attorney at Ball Morse Lowe. Patrick specializes in addressing and rectifying the mistakes made by other estate planning attorneys and helps clients prevent potential legal pitfalls, particularly in relation to their business interests. In this episode, Patrick shares his insights on the common issues and complications that arise within trust management, focusing on the frequent lack of communication from trustees—a primary concern for many beneficiaries. Beneficiaries often find themselves feeling helpless when trustees fail to disclose necessary information or even deny access to the trust documents, prompting a need for legal intervention. Patrick discusses the strategies he employs, including sending demand letters to uncooperative trustees to enforce communication and fulfill their fiduciary duties. The conversation also covers the broader implications of these disputes and the steps taken to resolve them, ensuring beneficiaries receive what they are rightfully entitled to under the trust. Join us as we dive deep into the complexities of trust administration and learn how legal experts like Patrick navigate the challenges to protect client interests and maintain the integrity of the trust structure.
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Ball Morse Lowe PLLC | Website: https://bml.law
Phone: 405.701.5355 | Email [email protected]
Facebook
LinkedIn
X
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Ball Morse Lowe is a recognized law firm that serves clients across Oklahoma, Texas, and Colorado.
Our lawyers have extensive experience handling a wide range of practice areas, including family law, estate planning, litigation, real estate, oil, gas and energy, business & commercial, and much more.
Our firm is devoted to providing each client with all the resources of a large firm but with the individualized attention of a small practice. Unlike many other firms, we have the ability to conduct investigations, hire expert witnesses, and utilize cutting-edge technology to help you build the strongest case possible.
The lawyers at Ball Morse Lowe can help you seek what's needed in your case. Our team is standing by to assist you, so call us at (877) 508-4265 to get started with a free consultation with our client intake team.
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By Ball Morse Lowe PLLCBall Morse Lowe PLLC | Website: https://bml.law
Phone: 405.701.5355 | Email [email protected]
Welcome to Handling Legal Errors In a Trust, our latest episode of "Fortifying Futures" podcast. Today, host Brian Hill is joined by Patrick Lane, a partner and attorney at Ball Morse Lowe. Patrick specializes in addressing and rectifying the mistakes made by other estate planning attorneys and helps clients prevent potential legal pitfalls, particularly in relation to their business interests. In this episode, Patrick shares his insights on the common issues and complications that arise within trust management, focusing on the frequent lack of communication from trustees—a primary concern for many beneficiaries. Beneficiaries often find themselves feeling helpless when trustees fail to disclose necessary information or even deny access to the trust documents, prompting a need for legal intervention. Patrick discusses the strategies he employs, including sending demand letters to uncooperative trustees to enforce communication and fulfill their fiduciary duties. The conversation also covers the broader implications of these disputes and the steps taken to resolve them, ensuring beneficiaries receive what they are rightfully entitled to under the trust. Join us as we dive deep into the complexities of trust administration and learn how legal experts like Patrick navigate the challenges to protect client interests and maintain the integrity of the trust structure.
#EstatePlanningOK, #OklahomaLitigation, #BusinessLawOK, #OKLegalAdvice, #OklahomaLawyers, #OKBusiness, #TrustsAndEstatesOK, #OKProbateLaw, #OKCounsel, #LegalServicesOK, #businesstransactionlawservices, #businesstransactionslaw, #BusinessTransactionLaw, #businesssuccessionplanningLawFirm, #lawsofbusinesssuccess, #businesstransactionallaw, #businesslitigationattorney, #businesslitigationattorneysnearme, #businesslitigationlawyersnear me
Ball Morse Lowe PLLC | Website: https://bml.law
Phone: 405.701.5355 | Email [email protected]
Facebook
LinkedIn
X
Instagram
Ball Morse Lowe is a recognized law firm that serves clients across Oklahoma, Texas, and Colorado.
Our lawyers have extensive experience handling a wide range of practice areas, including family law, estate planning, litigation, real estate, oil, gas and energy, business & commercial, and much more.
Our firm is devoted to providing each client with all the resources of a large firm but with the individualized attention of a small practice. Unlike many other firms, we have the ability to conduct investigations, hire expert witnesses, and utilize cutting-edge technology to help you build the strongest case possible.
The lawyers at Ball Morse Lowe can help you seek what's needed in your case. Our team is standing by to assist you, so call us at (877) 508-4265 to get started with a free consultation with our client intake team.