Tulsa Estate Planning Lawyer, Oklahoma, page 2

Sponsored Law Firm

x
Click For More Info:

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

Don't wait! Contact us for a free phone consultation. Let us help you figure out what your next best steps are

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
1. Contact
2. Email
3. Refer
5. Visit:
6. Website
7. Profile

Includes: Gift Taxation

H. Gregory Maddux

Business Organization, Family Law, Estate Planning, Real Estate

Status: In Good Standing

CONTACT

2642 E. 21 Street, Tulsa, OK 74114

Steve Rouse

Social Security -- Disability, Estate Planning, Workers' Compensation

Status: In Good Standing

FREE CONSULTATION

CONTACT

2417 E Skelly Dr, Tulsa, OK 74105

Melissa Herr

Estate Planning, Family Law, Litigation, Wills & Probate

Status: In Good Standing

CONTACT

5555 E. 71st Street, Tulsa, OK 74136

Sarah McAmis

Civil Rights, Education, Employment, Estate Planning

Status: In Good Standing

CONTACT

7625 East 51st Street, Tulsa, OK 74145

Anne M McKinney

Estate Planning, Wills & Probate, Tax, Trusts

Status: In Good Standing

FREE CONSULTATION

CONTACT

5215 East 71st Street, Tulsa, OK 74136

Dana Michelle McDaniel

Wills, Wills & Probate, Estate Planning, Bankruptcy

Status: In Good Standing

CONTACT

7318 South Yale Avenue, Tulsa, OK 74136

Grant E. Cheadle

Bankruptcy, Business Organization, Contract, Estate Planning

Status: In Good Standing

CONTACT

1723 E 71st Street, Tulsa, OK 74136

Brittany Littleton

Estate Planning, Trusts, Wills & Probate, Business

Status: In Good Standing

CONTACT

2604 W. Kenosha, Broken Arrow, OK 74012

Raymond Lahann

Business Organization, Estate Planning, Family Law, Personal Injury, Real Estate

Status: In Good Standing

CONTACT

1851 E. 71st. St., Tulsa, OK 74136

Shawn Scott Taylor

Real Estate, Election & Political, Estate Planning, Family Law

Status: In Good Standing

CONTACT

2 South Adair Street, Pryor, OK 74361

800-923-0641

Free Help: Use This Form or Call 800-943-8690

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

LEGAL TERMS

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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.

TRUSTEE POWERS

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

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

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 ...

SORT BY:

FILTER BY:

Free Consultation
Male
Female
Suspended

Tulsa Estate Planning Lawyer, Oklahoma, page 2

Sponsored Law Firm

Pritchett Law Group

SPONSORED LAWYERS

H. Gregory Maddux

Steve Rouse

Melissa Herr

Sarah McAmis

Anne M McKinney

Dana Michelle McDaniel

Grant E. Cheadle

Brittany Littleton

Raymond Lahann

Shawn Scott Taylor

TIPS

LEGAL TERMS

WILL

CERTIFIED COPY

GENERATION-SKIPPING TRUST

INVENTORY

SPECIFIC BEQUEST

TRUSTEE

INTESTATE

TRUSTEE POWERS

EXEMPTION TRUST

SAMPLE LEGAL CASES

In re Marriage of Murphy

Edwards v. Urice

Friedman v. Craig

SORT BY:

FILTER BY:

PRACTICE AREAS 30

NEARBY CITY SUGGESTIONS

Lawyer.com Legal Protection Plan

Premium Membership

Additional Services

Resources

My Account Details