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Home→Tags Fiduciary duty

Tag Archives: Fiduciary duty

Fiduciary Duties of Agent

Posted on December 20, 2023 by Daniel EvansDecember 20, 2023

Although the decedent’s daughter denied acting as agent for her father under the power of attorney for which she had signed an agent’s acknowledgement, she was found to have acted as agent, and to have fiduciary duties to her father, … Continue reading →

Posted in Opinions | Tagged Agent's duties, Breach of Fiduciary Duty, Confidential relationship, Fiduciary duty, Power of Attorney, Undue influence

Surviving Spouse Can Compel Portability Election

The Oklahoma Supreme Court has held that a decedent’s unused federal estate tax exclusion amount (referred to in IRC section 2010 as the “deceased spousal unused exclusion amount,” or “DSUE”) is an asset of the decedent’s estate that the administrator … Continue reading →

Posted in News, Opinions | Tagged Deceased spousal unused exclusion amount, Federal estate tax, Fiduciary duty, Prenuptial Agreement

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