Mediation When Siblings Distrust Each other to Manage a Trust

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Dear Ms. Allison: My sister is the Trustee to my parents’ living trust. My brothers and I do not believe she will fairly divide the assets between all of us. She didn’t handle his life insurance right when my father died, and let it lapse. So why would she do things right when mother goes?…

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Mediating Succession Planning Ices the Cake

Cake with icing

Flawed, unwritten, or unclear Succession Plans are often behind a business’ failure to thrive when it moves to the next generation of leadership. A mediator adds value in a Business Succession Planning process. Why? Both to clearly outline the leadership of its future and to assure processes are in place to handle unexpected change once…

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Family Battles: To Nursing Home or Not to Nursing Home?

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Dear Ms. Allison: My family is in a daily battle over my dad’s care. He has Alzheimer’s with anxiety, high blood pressure, and diabetes. He wanders and can’t tell if it’s daytime or nighttime. He also won’t eat properly, falls often and is twice Mom’s size. My mother gives constant attention on him but cannot…

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What estate disputes can be mediated?

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Dear Ms. Allison: What sorts of things can be mediated in a Will Contest or other estate dispute? Lily Rose, Western Oklahoma Dear Lily Rose:An estate dispute (anything involving an inheritance whether with a Will or from no planning) generally happens after the death of a family member or loved one. Occasionally, a dispute arises…

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What does mediating a customer dispute with a business do?

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Dear Ms. Allison: I have a dispute with a company. I keep trying to resolve it but think I am getting “the run around”. Things keep dragging out, on and on, but there is a time limit for me to take action and I have become suspicious that they are taking advantage of me by…

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Bringing outside talent into a family business succession debate?

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Dear Ms. Allison: My family is fighting over where to go next with our mid-sized company. We want to grow and some of us think we should bring in executives from outside the family to get a better perspective and add to our current skills. Others are afraid that letting in “outsiders” will lose control…

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Mediation and Grounds for Divorce in Oklahoma

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Dear Ms. Allison: I feel so stupid. My husband has told me for years that we cannot get a divorce because Oklahoma doesn’t have “no-fault” divorce. His reasoning has been that one of us (at least) would have to have the fault and it can’t be him because of his business, so he is “protecting”…

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