Estate Practice Overview

Tulsa, Oklahoma Lawyers | Estate Planning, Estate Administration & Probate, and Estate Litigation or Settlement

Preparing an estate plan is an important step toward managing and preserving your assets, large or small. Estate planning ensures that your loved ones are protected and your property is distributed according to your wishes, both while you are living and after your death. At The Allison Firm, PLLC, we help you find peace of mind when we deliver a sound estate plan for your unique situation.

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. Estate planning, estate administration and resolving estate issues across generations is our greatest reward.

To schedule a consultation, call an estate lawyer at The Allison Firm, PLLC at 918-492-4500 or contact us by email.

Boutique Estate Practice: Planning, Administration, Dispute Settlement

The number of tools, documents, and devices involved in an estate practice fills volumes of legal text. To keep you from being overwhelmed, we've condensed the key elements. 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 you while you live, and to your loved ones after you're gone.
• Choice Protection: Not every estate decision is about money or material assets. If you become physically or mentally disabled, who will care for you, or your children, or your parents or other dependents? If you are terminally ill, do you want to be kept alive by machines or allow nature to take its course? Do you have a Living Will or Health Care Directive so your family and others know your wishes and have authority to carry them out? You can and should have a say in determining who will make what decisions for you if you can't make them for yourself, and we can help you do it.
• Prenuptial Contracts: A prenuptial contract should cover much more than wealth and divorce. A well-written prenuptial contract and a good marriage means that provisions related to rights at death are also 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. A prenuptial contract should address much more than divorce. We ensure that it does.
• Charitable Transactions: Charitable transactions and other benevolent activities involve substantial tax and estate considerations. As former IRS estate and gift tax attorneys, we can assist our clients to establish charitable entities and fund them through proper planning and administration. Here is a List of Charities with whom we've worked or who have accepted gifts from our clients' estates.
• Business Succession Planning: Clients who 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 (regardless of whether or not you leave the company to your heirs), involves careful planning which we can provide.
• Post Mortem Planning and Estate Doctoring: Careful post mortem (after death) planning will lead to orderly and cost efficient administration of any estate. Even in small estates, your choices can affect taxable income. In larger estates, disclaimers and other techniques can help your heirs with tax planning for their inheritances. However, when the estate is a mess, estate doctoring is a key to efficiently fixing the estate and minimizing the possibility of litigation lawsuits) and overly high taxes.
• Preparing Death, Gift, and Generation-skipping Tax Returns: The correct preparation of these types of tax returns requires our thorough understanding of estate planning and related tax laws. When tax returns are prepared with attention to detail, broad and deep experience, and nuanced knowledge - then you and your loved ones may save thousands of dollars.
• Litigating Adverse Death, Gift, and Generation-skipping Tax Decisions: For some clients, the ability to take your controversy to court often generates a more favorable outcome with a taxing authority - even at the audit level of the tax 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, tax disputes are best handled by attorneys, like ours at The Allison Firm, PLLC, who limit their practices to these matters.
• Estate Litigation Disputes and Appeals: Disputes can and do arise among beneficiaries and between beneficiaries and fiduciaries. We represent beneficiaries who seek to protect their inheritances and we defend fiduciaries who have been accused of improper estate administration or settlement.

To schedule a consultation with one of our lawyers, call The Allison Firm, PLLC at 918-492-4500 or contact us by email.

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