Tulsa Estate Planning Lawyer, Oklahoma, page 4

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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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2. Email
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Includes: Gift Taxation

Margaret L. Kobos

Litigation, Estate Planning, Municipal, Real Estate

Status: In Good Standing

CONTACT

124 East Fourth Street, Tulsa, OK 74103

Maren Minnaert Lively

Mediation, Litigation, Estate Planning, Adoption

Status: In Good Standing

CONTACT

15 E. 5Th Street, Tulsa, OK 74103

Jack L. Brown

Estate Planning, Estate, Business, Credit & Debt

Status: In Good Standing

CONTACT

15 E. 5Th Street, Tulsa, OK 74103

James W. Rusher

Credit & Debt, Civil Rights, Divorce, Estate Planning

Status: In Good Standing

CONTACT

15 West Sixth Street, Tulsa, OK 74119

Norma Eagleton

Mediation, Family Law, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing

CONTACT

320 South Boston Avenue, Tulsa, OK 74103

Sharon J. Bell

Education, Estate Planning, Administrative Law, Reorganization

Status: In Good Standing

CONTACT

320 South Boston Building, Tulsa, OK 74103

Lauren A. Pierce

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

Status: In Good Standing

CONTACT

100 West 5Th Street, Tulsa, OK 74103

Kimberly A. Vojvoda

Elder Law, Estate Planning, Tax, Guardianships & Conservatorships

Status: In Good Standing

CONTACT

100 West 5Th Street, Tulsa, OK 74103

Jeffrey King Rhodes

Business & Trade, Wills, Gift Taxation, Tax

Status: In Good Standing Licensed: 18 Years

CONTACT

Tulsa, OK 74152

Clint Thomas Swanson

Wills & Probate, Trusts, Gift Taxation, Corporate

Status: In Good Standing

CONTACT

1516 S Boston Ave, Tulsa, OK 74119

800-923-0641

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LEGAL TERMS

KINDRED

Under some state's probate codes, all relatives of a deceased person.

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.

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.

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.

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.

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.

CERTIFICATION OF TRUST

See abstract of trust.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

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 4

Sponsored Law Firm

Pritchett Law Group

SPONSORED LAWYERS

Margaret L. Kobos

Maren Minnaert Lively

Jack L. Brown

James W. Rusher

Norma Eagleton

Sharon J. Bell

Lauren A. Pierce

Kimberly A. Vojvoda

Jeffrey King Rhodes

Clint Thomas Swanson

TIPS

LEGAL TERMS

KINDRED

POUR-OVER WILL

ANCILLARY PROBATE

POWER OF APPOINTMENT

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

GENERATION-SKIPPING TRANSFER TAX

CERTIFICATION OF TRUST

ENDOWMENT INSURANCE

LETTERS TESTAMENTARY

SAMPLE LEGAL CASES

In re Marriage of Murphy

Edwards v. Urice

Friedman v. Craig

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