Catoosa Trusts Lawyer, Oklahoma

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Monty Pritchett
About | Practice Areas
Pritchett Law Group
126 West Needles Avenue Bixby, OK 74008» view map
Estate Law
A Focus On Results

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918-509-3891
1. Monty Pritchett Bixby, OK
  Attorney at Law, OK
  University of Oklahoma College of Law, J.D.
2. AboutPritchett Law Group
  A Focus On Results
3. Practice AreasExpertise
  Estate Law
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Brittany Littleton

Estate Planning, Trusts, Wills & Probate, Business

Status: In Good Standing

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2604 W. Kenosha, Broken Arrow, OK 74012

Anne M McKinney

Estate Planning, Wills & Probate, Tax, Trusts

Status: In Good Standing

FREE CONSULTATION

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5215 East 71st Street, Tulsa, OK 74136

Kara Marisa Greuel

Wills, Wills & Probate, Trusts, Elder Law

Status: In Good Standing

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5100 East Skelly Drive, Tulsa, OK 74136

Harry V. Rouse

Wills & Probate, Trusts, Estate Planning, Employment

Status: In Good Standing

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320 South Boston Avenue, Tulsa, OK 74103

J. Scott McWilliams

Bankruptcy, DUI-DWI, Estate Planning, Trusts

Status: In Good Standing

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1612 S. Cincinnati, Tulsa, OK 74119

William C. Anderson

Real Estate, Litigation, Election & Political, Trusts

Status: In Good Standing

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320 South Boston Avenue, Tulsa, OK 74103

Jeffry Conner Steen

Real Estate, Wills & Probate, Trusts, Estate

Status: In Good Standing

CONTACT

404 West Broadway Avenue, Broken Arrow, OK 74012

C. Eric Pfanstiel

Construction, Occupational Safety & Health, Litigation, Trusts

Status: In Good Standing

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400 West Fourth Street, Claremore, OK 74018

Mark William Espenshade

Wills, Trusts, Family Law, Criminal

Status: In Good Standing Licensed: 21 Years

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10408 E 93Rd Pl N, Owasso, OK 74055

Katherine Saunders

Corporate, Trusts, Guardianships & Conservatorships, Contract

Status: In Good Standing

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2727 E. 21St Street, Tulsa, OK 74114

800-923-0641

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LEGAL TERMS

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

TITLE COMPANY

A company that issues title insurance.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

SAMPLE LEGAL CASES

In re Estate of Jackson

... in which, relying on Thomas v. Bank of Okla., NA, 1984 OK 41, 684 P.2d 553, he argued that in the September 3, 2003 order, the trial court found him to be Jackson's son and Jackson's sole surviving heir at law; that the terms of title 84, section 132 applied to trusts, as well as ...

In re Lorice T. Wallace Revocable Trust

... of the No-Contest Provisions of the Lorice T. Wallace Revocable Trust and the Lorice T. Wallace Irrevocable Trust." After a hearing the trial court found that the respondent-appellant, Mary Roma Wallace Jage, had violated the no-contest provisions included in the two trusts. ...

Welch v. Crow

... [13]. A. Title 84 OS 2001 Â§132 Does Not Apply To Revocable Inter Vivos Trusts. ... [14] The trustees respond that Â§132 applies only to wills, and not to trusts. Our recent opinion in In re Estate of Jackson, 2008 OK 83, 194 P.3d 1269, is dispositive of the question. ...

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Catoosa Trusts Lawyer, Oklahoma

Sponsored Law Firm

Pritchett Law Group

SPONSORED LAWYERS

Brittany Littleton

Anne M McKinney

Kara Marisa Greuel

Harry V. Rouse

J. Scott McWilliams

William C. Anderson

Jeffry Conner Steen

C. Eric Pfanstiel

Mark William Espenshade

Katherine Saunders

TIPS

LEGAL TERMS

ESTATE TAXES

TRUSTEE POWERS

POUR-OVER WILL

ESTATE PLANNING

TITLE COMPANY

ALTERNATE BENEFICIARY

PROPERTY CONTROL TRUST

ACCUMULATION TRUST

GENERATION-SKIPPING TRANSFER TAX

SAMPLE LEGAL CASES

In re Estate of Jackson

In re Lorice T. Wallace Revocable Trust

Welch v. Crow

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