Paoli Estate Planning 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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Includes: Gift Taxation

Deborah A Sterkel

Banking & Finance, Corporate, Business Organization, Estate Planning

Status: In Good Standing

CONTACT

201 North Fourth Street, Chickasha, OK 73018

M. Blake Yaffe

Estate Planning, Family Law, Litigation, Medical Malpractice

Status: In Good Standing

FREE CONSULTATION

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12231 South May Avenue, Oklahoma City, OK 73170

Stephen R. McCalla

Estate, Estate Planning, Family Law, Mental Health

Status: In Good Standing

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201 North Fourth Street, Chickasha, OK 73018

Tom A. Frailey

Estate, Estate Planning, Municipal, Wills & Probate

Status: In Good Standing

CONTACT

201 North Fourth Street, Chickasha, OK 73018

Gloria C. Bates

Adoption, Arbitration, Collaborative Law, Estate Planning

Status: In Good Standing

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2212 Shadowlake Dr, Oklahoma City, OK 73159

Michael P. Sullivan

Estate Planning, Corporate, Business Organization, Banking & Finance

Status: In Good Standing

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921 Main Street, Duncan, OK 73534

Kent P. Sullivan

Mass Torts, Estate Planning, Environmental Law, Family Law, Insurance

Status: In Good Standing

CONTACT

921 Main Street, Duncan, OK 73534

Daniel V. Barney

Real Estate, Traffic, Oil & Gas, Gift Taxation

Status: In Good Standing

CONTACT

22387 Ncr 3220, Pauls Valley, OK 73075

Kimmy Don Ashley

Gift Taxation, Family Law, Estate Planning, Tax

Status: In Good Standing

CONTACT

10051 Flat Armadillo Rd, Lexington, OK 73051

William Calvin Henley

Tax, Gift Taxation, Estate Planning, Corporate

Status: In Good Standing

CONTACT

3280 Marshall Ave, Norman, OK 73072

800-923-0641

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LEGAL TERMS

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.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

TRUSTEE POWERS

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

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

SAMPLE LEGAL CASES

In re Marriage of Murphy

... Id. Joint revocable trusts are an alternative estate planning technique which have become popular in common-law property states because they avoid probate and the need to sever jointly owned assets into separate trusts for each spouse. Id. at 346-347. ...

Edwards v. Urice

... 22 The evidence in the record establishes the following facts. Urice was not related to Bowers by blood and was not a natural object of her bounty. Prior to 1997, Bowers had never mentioned Urice in her estate planning or wanted him to be involved in her financial affairs. ...

Friedman v. Craig

... The motion included affidavits to support Appellant's defense against a fraudulent conveyance, ie, the transfer of the joint tenancy interest in Appellant's home to Craig in 2001 was an estate planning device necessitated by her heart surgery and a concurrently-executed second ...

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Paoli Estate Planning Lawyer, Oklahoma

Sponsored Law Firm

Pritchett Law Group

SPONSORED LAWYERS

Deborah A Sterkel

M. Blake Yaffe

Stephen R. McCalla

Tom A. Frailey

Gloria C. Bates

Michael P. Sullivan

Kent P. Sullivan

Daniel V. Barney

Kimmy Don Ashley

William Calvin Henley

TIPS

LEGAL TERMS

ALTERNATE BENEFICIARY

INTESTATE

IRREVOCABLE TRUST

ANCILLARY PROBATE

BEQUEATH

POWER OF APPOINTMENT

INHERIT

TRUSTEE POWERS

FINAL BENEFICIARY

SAMPLE LEGAL CASES

In re Marriage of Murphy

Edwards v. Urice

Friedman v. Craig

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