Oklahoma Estate Planning

Careful planning of your Oklahoma estate will take passion, dedication and experience.

Finding the Best Estate Planning Attorney for Your Family

Few things are more important to the success of your estate plan than the attorney you choose to design and draft it.

The Basics Of Estate Planning

Estate Planning may be a word that is encountered by many citizens especially the elderly. What is Estate Planning? What benefits does it provide to people? Estate Planning is a method of arranging and considering alternatives that will satisfy specific wishes and goals to prepare for things that may happen to a person and the people he finds special to him.

Private Trust Companies

Private Trust Companies have gained in popularity in recent years. They provide a means by which a settlor can retain a greater degree of control over his trust affairs, without compromising the validity of the trust structure. A Private Trust Company offers both convenience and flexibility and enhanced protection for fiduciaries.

Estate Planning - Capacity Challenges

Over views the elements of capacity used to contest the legality of a will. Looks at mental deficiency, insane delusion and mental derangement characteristics that have been used to invalidate a will.

Estate Planning - Rules and Trustees

Reviews problems associated with forming a trust such as deciding the powers which the trustee(s) have and do not have relative to the assets placed into a trust.

Estate Planning - Undue Influence

Over views common means of contesting a will such as undue influence, lack of capacity, psychological domination and/or degenerated mental state.

Estate Planning - The Mortgage: To Pay or Not To Pay

Over views the advantages and/or disadvantages of paying off a property loan in the modern day.

Private Annuity Trust, Charitable Remainder Trust or 1031-TIC: Which Is Right for You?

You may have heard about Private Annuity Trusts, Charitable Remainder Trusts and 1031 Tenant in Common Exchanges, but how do you decide if one is right for you? There are several things you should think about when trying to choose between these three options:

How Can An Estate Plan Help Me?

Do you know how your life will be divided after your death? Who will your estate go to? Who will look after your children? With an estate plan you decide. You are in control of your family’s security in the event that something tragic should happen.

Estate Planning ... Not Just For The Wealthy

You've worked hard, accumulated assets, and been diligent in saving for a comfortable retirement. Now it is important to implement a plan to protect those assets in the event something were to happen to you.

Protecting Your Child: Setting Up a Special Needs Trust

Setting up a Special Needs Trust for children with disabilities.

Powers Of Attorney Vs. Successor Trustees - Does One Have More Power Than The Other

Question: I am listed as the Successor trustee, my bother is listed as the Durable Power of Attorney for property management of my father's estate. Does one have more power than the other. Does the POA have the power to sell my dad's property or do I the successor? Thanks ahead of time - really confused. N.H.

Revocable Living Trusts to Protect Your Family

Regardless of the resource(s) you choose to set up your plan, a revocable living trust can protect your assets and achieve your objectives by making sure that every step is carried out in full. Making these arrangements could be the most important decision you make regarding management of your estate to ensure you and your family's well-being when you're no longer able to direct that financial course.