Tulsa Estate Planning Lawyer, Oklahoma, page 2

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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

Jeffrey C. Rambach

Business Organization, Wills & Probate, Estate Planning, Mental Health

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320 South Boston Avenue, Tulsa, OK 74103

Karen M Goins

Estate Planning, Family Law, Medical Malpractice, Personal Injury

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2417 E Skelly Dr, Tulsa, OK 74105

Steve Rouse

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

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2417 E Skelly Dr, Tulsa, OK 74105

Sarah McAmis

Civil Rights, Education, Employment, Estate Planning

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7625 East 51st Street, Tulsa, OK 74145

Raymond Lahann

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

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

Melissa Herr

Estate Planning, Family Law, Litigation, Wills & Probate

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5555 E. 71st Street, Tulsa, OK 74136

Anne M McKinney

Estate Planning, Wills & Probate, Tax, Trusts

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5215 East 71st Street, Tulsa, OK 74136

Dana Michelle McDaniel

Wills, Wills & Probate, Estate Planning, Bankruptcy

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7318 South Yale Avenue, Tulsa, OK 74136

Grant E. Cheadle

Bankruptcy, Business Organization, Contract, Estate Planning

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1723 E 71st Street, Tulsa, OK 74136

Brittany Littleton

Estate Planning, Trusts, Wills & Probate, Business

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2604 W. Kenosha, Broken Arrow, OK 74012

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LEGAL TERMS

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

TITLE COMPANY

A company that issues title insurance.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

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.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

TRUSTEE POWERS

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

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

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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Tulsa Estate Planning Lawyer, Oklahoma, page 2

Sponsored Law Firm

Pritchett Law Group

SPONSORED LAWYERS

Jeffrey C. Rambach

Karen M Goins

Steve Rouse

Sarah McAmis

Raymond Lahann

Melissa Herr

Anne M McKinney

Dana Michelle McDaniel

Grant E. Cheadle

Brittany Littleton

TIPS

LEGAL TERMS

GRANTOR

TITLE COMPANY

PETITION

ANCILLARY PROBATE

ADMINISTRATION (OF AN ESTATE)

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

TRUSTEE POWERS

INCOMPETENCE

PROBATE

SAMPLE LEGAL CASES

In re Marriage of Murphy

Edwards v. Urice

Friedman v. Craig

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