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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

Mark E Hardin

Wills & Probate, Estate Planning, Elder Law, Medical Malpractice

Status: In Good Standing

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907 S Detroit Ave, Tulsa, OK 74120

Pamela Diane Langston

Gift Taxation, Contract, Tax, Corporate

Status: In Good Standing

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6320 E 88Th Street, Tulsa, OK 74137

Paul E. Swain

Adoption, Guardianships & Conservatorships, Estate Planning

Status: In Good Standing

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601 S Boulder Ave, Tulsa, OK 74119

Lauren A. Pierce

Civil Rights, Family Law, Estate Planning, Federal Appellate Practice

Status: In Good Standing

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100 West 5Th Street, Tulsa, OK 74103

Kimberly A. Vojvoda

Elder Law, Estate Planning, Tax, Guardianships & Conservatorships

Status: In Good Standing

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100 West 5Th Street, Tulsa, OK 74103

James W. Rusher

Credit & Debt, Civil Rights, Divorce, Estate Planning

Status: In Good Standing

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15 West Sixth Street, Tulsa, OK 74119

William Edward Farrior

Tax, International Tax, Gift Taxation, Estate Planning

Status: In Good Standing

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110 W 7Th St, Tulsa, OK 74119

Sam P. Daniel

Family Law, Corporate, Estate Planning, Real Estate

Status: In Good Standing

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320 S Boston Ave, Tulsa, OK 74103

Chad J. Kutmas

Real Estate, Estate Planning, Family Law, Bankruptcy

Status: In Good Standing

CONTACT

15 East 5th Street, Tulsa, OK 74103

W. Todd Holman

Gift Taxation, Divorce & Family Law, Corporate

Status: In Good Standing

CONTACT

525 South Main Street, Tulsa, OK 74103

800-923-0641

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LEGAL TERMS

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

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.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

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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Kellyville Estate Planning Lawyer, Oklahoma, page 5

Sponsored Law Firm

Pritchett Law Group

SPONSORED LAWYERS

Mark E Hardin

Pamela Diane Langston

Paul E. Swain

Lauren A. Pierce

Kimberly A. Vojvoda

James W. Rusher

William Edward Farrior

Sam P. Daniel

Chad J. Kutmas

W. Todd Holman

TIPS

LEGAL TERMS

BYPASS TRUST

ANCILLARY PROBATE

CONSERVATOR

STATUTORY SHARE

SWEARING MATCH

LIFE BENEFICIARY

PROVING A WILL

DISCHARGE (OF PROBATE ADMINISTRATOR)

RESIDUARY ESTATE

SAMPLE LEGAL CASES

In re Marriage of Murphy

Edwards v. Urice

Friedman v. Craig

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