|  | Tulsa, Oklahoma Lawyers | Estate Planning and Estate LitigationPreparing an estate plan is an important step toward proper asset management and preservation. Estate planning ensures that your loved ones are protected and your property is distributed according to your wishes. At The Allison Firm, PLLC, depending on your unique situation, we deliver peace of mind through implementing a sound estate plan. Our attorneys have years of experience representing clients in all phases of estate practice and have backgrounds as estate and gift tax attorneys with the Internal Revenue Service. The resolution of estate planning and estate administration issues in the multigenerational context is our greatest reward. Contact us by e-mail or call 918.492.4500 to schedule a consultation. Boutique Estate Practice: Planning, Administration, LitigationThe number of tools, documents, and devices involved in an estate practice fills volumes. We answer our clients' questions and offer our clients peace of mind. A brief explanation of our services is provided below: - Estate Planning: Strategic drafting of wills, trusts and powers of attorney provides control over asset distribution and protection of beneficiaries. We are intimately familiar with the practical application of a multitude of different designs of wills and trusts and other ancillary documents (i.e. powers of attorney, buy sell agreements, prenuptial contracts, foundations, etc.) See our brochure for a list of some of these tools.
- Asset Protection: Our goal is to protect the assets of our clients. To that end, we implement estate, gift, and generation-skipping tools that preserve and protect assets, and keep those assets available to your loved ones.
- Prenuptial Contracts: A prenuptial contract should cover much more than wealth and divorce. A well-drawn prenuptial contract and a good marriage mean that the provisions related to rights at death are most important. A surviving spouse has legal rights to a deceased spouse's estate, regardless of any informal agreement they may have had, and without regard to the deceased spouse's will or trust - unless formalized in a prenuptial contract. Your prenuptial contract should address much more than divorce. We ensure that you address everything.
- Charitable Transactions: Charitable transactions and other philanthropic activities necessarily involve substantial tax and estate considerations. As former IRS estate and gift tax attorneys, we have the background to assist our clients in establishing charitable entities and funding them through proper planning and administration.
- Business Succession Planning: Clients that have built a business must plan for the disposition and survival of the business at death. To have the business survive your death or disability and not lose value and viability regardless of whether you are leaving the company to your heirs or not, involves careful planning which we can provide.
- Post Mortem Planning: Careful post mortem planning will lead to orderly and cost efficient administration of the estate. Even in small estates, your choices can affect taxable income. In larger estates, disclaimers and other techniques can help the heirs through the tax planning of their inheritance. However, when the estate is a mess, estate doctoring is key to efficiently fixing the estate and minimizing the possibility of litigation and inordinately high taxes.
- Preparing Death, Gift, and Generation-skipping Tax Returns:The correct preparation of these types of returns requires a thorough understanding of estate planning and the related tax laws. When tax returns are prepared with attention to detail and nuanced knowledge - you and your loved ones can save thousands of dollars if prepared by an experienced practitioner.
- Litigating Adverse Death, Gift, and Generation-skipping Tax Decisions:The ability to take your controversy to court often enables the client to receive a more favorable outcome with a taxing authority even at the audit level of the return. Few estate law firms in the nation litigate adverse tax decisions. These matters are often litigated by non-tax professionals. When thousands of dollars are at stake, these disputes are best handled by attorneys who limit their practice to these matters like The Allison Firm, PLLC.
- Estate Litigation and Appeals: Disputes can and do arise among beneficiaries and between beneficiaries and fiduciaries. At The Allison Firm, PLLC, we represent beneficiaries who seek to protect their inheritance and we defend fiduciaries who have been accused of improper administration in estate settlement.
To schedule a consultation, contact us by e-mail or call 918.492.4500.   Our Fees
 Map and Directions | E-mail The Allison Firm represents clients nationwide and throughout Oklahoma, including but not limited to Tulsa, Sand Springs, Owasso, Jenks, Bixby, Broken Arrow, Claremore, Catoosa, Oklahoma City, Arcadia, Grove and Vinita and in the following counties: Tulsa County, Rogers County, Muskogee County, Wagoner County, Oklahoma County.
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