Your state’s pack. New issues arrive periodically on Mondays. Bookmark it. I built this for the Oklahoma T&E solo who knows Title 58 (probate procedure) and Title 84 (wills and succession) (Oklahoma has not adopted the UPC) cold but still loses an afternoon a week hunting the current homestead number, the SoonerCare / SoonerSelect (OHCA) slot posture, whether the latest Oklahoma bar’s ethics guidance opinion changes how you scope an engagement, or whether a recent Oklahoma Court of Civil Appeals decision just moved the law on capacity, undue influence, or a trustee’s duties. What’s below is what mattered in Oklahoma lately — the week’s developments and the recent rulings from the bench.
For licensed attorneys. This pack is general legal information and professional commentary for practicing attorneys — it is not legal advice, does not apply to any specific matter, and creates no attorney-client relationship. Verify every authority against the cited primary source before relying on it with a client. Published by Mike Moss, a Utah-admitted attorney, as an AI-enablement information product; it is not an offer of legal services and is not a representation that the author is admitted to practice in your jurisdiction.
Three developments from the last seven days that I think actually matter to an Oklahoma T&E solo. Each one has a read that lands on your practice specifically — and each one comes with the citation so you can verify the detail yourself before you use it with a client.
HB 1850 enacted the Oklahoma Uniform Trust Code (Title 60), signed by the Governor May 21, 2025 and effective November 1, 2025. It is the first comprehensive codification of trustee duties and powers Oklahoma has had, and it operates alongside — not in place of — the older Oklahoma Trust Act.
Existing trusts as well as new ones now read against the UTC’s default rules, so every trust instrument you draft or review should be checked against the new Title 60 baseline — trustee notice, reporting, and default powers may differ from what the older Trust Act supplied.
Okla. HB 1850 (2025), eff. Nov. 1, 2025 · oklegislature.gov
The Oklahoma Court of Criminal Appeals adopted Rule 1.17 (early 2026) requiring that any document portion produced or modified by generative AI be verified as accurate by a responsible person, on pain of sanctions including issue waiver, striking, or contempt.
For a civil T&E solo, Rule 1.17 governs the criminal-appeals court directly but reads as the persuasive in-state standard everywhere else — the OBA has issued no formal generative-AI opinion, so pair Rule 1.17 with the general RPC duties (competence 1.1, confidentiality 1.6, candor 3.3) and verify every AI-produced citation before filing.
Okla. Ct. Crim. App. Rule 1.17 · okcca.net
The estate-recovery and lien rule, OAC 317:35-9-15, carries a current revision date of 09-01-25, confirming the SoonerCare recovery framework (lien and probate-estate-claim mechanics, spousal/minor/disabled-child exemptions, undue-hardship waiver) is the live 2025–26 text. Recovery runs against members 55+ who received nursing/LTC care on or after July 1, 1994.
Oklahoma recovers against the probate estate (estate defined by Title 58), so probate-avoidance tools such as the 58 O.S. § 1251 transfer-on-death deed carry real consequence for an elder-law plan. Confirm you are applying the 09-01-25 rule text, and note the recovery cite is OAC 317:35-9-15 / 63 O.S. § 5051.3 — not the § 5051.1 third-party-lien statute.
OAC 317:35-9-15 (rev. 09-01-25) · 63 O.S. § 5051.3 · oklahoma.gov/ohca
Decisions from the courts that bind an Oklahoma practitioner — the Oklahoma Supreme Court, the Court of Criminal Appeals, and the Oklahoma Court of Civil Appeals, the U.S. District Courts for the Eastern, Northern, and Western Districts of Oklahoma, and the Tenth Circuit — read for what actually changes how you draft, advise, and plan. Trusts and estates broadly, not Medicaid alone: wills and capacity, undue influence, fiduciary duty, trust construction, and estate recovery. One read, the holding, and the official cite.
Across the Oklahoma Supreme Court, the Court of Civil Appeals, the Eastern, Northern, and Western Districts of Oklahoma, and the Tenth Circuit, no qualifying trusts-and-estates or estate-recovery decision has been logged with a full citation this period. Per the lane’s no-invent rule, this row says so plainly rather than inflating a holding.
Nothing to re-paper from the bench this period; controlling authority is unchanged. CourtListener is used for discovery only and is never cited here as authority.
Awaiting verified weekly signal — CourtListener used for discovery only, never cited as authority.
This slot holds the next significant trusts-and-estates or estate-recovery decision from Oklahoma’s appellate courts or the federal courts covering Oklahoma. The lane reads each opinion before it lands here, and reads-and-discards Medicaid program/provider litigation as not T&E. When the trailing window has no new ruling, this row says so plainly rather than inventing one.
Nothing to re-paper from the bench this period; controlling authority unchanged.
[Official reporter · court · date — never courtlistener.com]
This week in Oklahoma for the T&E solo with SoonerCare clients: the developments from the Oklahoma Bar Association and the Oklahoma Health Care Authority (SoonerCare) that actually moved your practice this period — each one primary-source verified.
Bar and Medicaid changes land on different schedules and aren’t indexed by practice focus. Every item here was checked against its primary source, with the link, so you can verify before relying on it.