October Meeting
Please join us for our next meeting, Thursday October 29, 2026. Lunch will be served beginning at 11:30am.
Oklahoma’s New Trust Code: What You Need to Know
Oklahoma’s Trust Code has undergone significant changes, with recent amendments aimed in part at clarifying and cleaning up the Oklahoma Uniform Trust Code (OUTC). What do these changes mean for trustees and trust practitioners?
Join us for a panel discussion exploring the practical implications of Oklahoma’s updated Trust Code. Jim will kick off the conversation with an overview of the amendments and the changes they make to the OUTC. Amanda and Michael will then build on that discussion, including insights from Amanda’s recent Oklahoma Bar Journal article, “What Trustees Ought to Know,” as well as a look at which Oklahoma case law remains unaffected by the OUTC and its recent amendments.
The panel will also discuss practical considerations for trustees and trust practitioners navigating the aftermath of these changes, followed by an opportunity for attendees to ask questions and engage with the panelists.
Jim Milton practices in the areas of commercial litigation, water law, and trusts and estates litigation. He also serves on the firm's Board of Directors. Throughout his career he has focused on assisting clients with trusts and estates litigation, including probate, will contests, guardianship and elder abuse. He also serves as a discovery master and a mediator and arbitrator in trust and estate disputes.
Michael W. Thom is a lawyer practicing in the areas of estate planning and probate, guardianship, trust and fiduciary litigation. He received his J.D. from the University of Oklahoma School of Law in 1977. He has taught as an adjunct professor at both the University of Oklahoma School of Law and Oklahoma City University School of Law, has made frequent presentations for the Oklahoma Bar Association, and has assisted in drafting legislation relating to his fields of practice. His office is in Oklahoma City, Oklahoma.
Amanda M. Swain brings excellence, expertise and depth of knowledge and understanding to the table in Swain Trusts & Estates of Oklahoma City. For over thirteen years, she has been committed to serving her clients’ interests and protecting their wealth. As founder and principal, Amanda continues to devote her exceptional abilities to helping her clients in matters of Estates, Trusts, Taxes, and Business. Her extensive background, knowledge and experience in all four areas has made her uniquely suited to her successes with Family Offices.
