A Suspicious Trust Amendment may require you to look closer at the trust. When a trust amendment surfaces late in life—particularly one that departs sharply from a long-standing estate plan—it often raises a fundamental legal question: Was this truly the grantor’s independent decision? In Oklahoma, that question is answered through two distinct doctrines: testamentary capacity and undue influence. Although frequently […]
Capacity vs. Influence: How to Overturn a Suspicious Trust Amendment