The Allison Firm, PLLC - Tulsa Estate Planning Attorneys
The Allison Firm, PLLC - Tulsa Estate Planning Attorneys

Tulsa Estate Litigation Attorneys

Oklahoma Estate Settlement Lawyers

When disagreements arise in probate and estate administration, legal technicalities and family dynamics can complicate things greatly. In these cases, having the help of an experienced estate and probate attorney can make a huge difference.

At the Allison Firm, PLLC, we are unique in that we are one of the very few firms with the particular skill and experience to practice "estate litigation", which means resolving estate disputes in court. Our attorneys represent defendants and plaintiffs in problematic estate settlement disputes, contesting Wills, and other challenging situations. Our AV-rated* practice is limited exclusively to matters related to Wills, Trusts and estates. For that reason, we have extensive education and a high level of experience in these areas. A brief overview of our entire estate practice indicates how broad and complex the issues can be.

Representing Beneficiaries and Fiduciaries in Estate Litigation

Most people prefer to settle out of court and we work toward that solution. However, when we must take a case to court for estate litigation, we are experienced with representing clients on either side of legal issues. You might be a:

  • Beneficiary (the party receiving inheritance) for whom we work to ensure that you actually receive what you should receive; or a
  • Fiduciary (the trustee, executor or personal representative responsible for administering settlement of an estate) for whom we work when there are disputes with the beneficiaries

With more than 35 years of experience in proper estate administration, we efficiently handle complex problems that Beneficiaries and Fiduciaries commonly encounter:

  • Inadequate or inaccurate preparation for an estate inventory or accounting
  • Interpretation of ambiguous provisions in the wide variety of estate planning documents, including no-contest clauses
  • Mishandling or misapplying the principal of trust assets
  • Commingling or stealing of funds
  • Removal of fiduciaries for breach of fiduciary duty
  • Incompetent estate or trust administration
  • Errors in taxation or tax planning that result in greater tax liability
  • Adverse death, gift, generation-skipping and fiduciary income tax issues

Preventing Unnecessary Estate Disputes Through Strategic Estate Planning

While we are highly experienced and effective both as out-of-court settlement advocates and as litigators in court, our primary goal is to assist our clients to prevent unnecessary disputes through strategic estate planning. We strive to prevent problems that occur as a result of lack of planning, poor planning or outdated planning. Our attorneys have advised thousands of clients with every imaginable type of estate. Some estates have few physical assets but many ethical decision-making responsibilities. There are large estates involving transfer of assets worth millions of dollars. Some of our estate plans involve businesses. Other plans protect people with special needs.

At the Allison Firm, PLLC, we practice law with integrity and fairness. We have the experience and knowledge to effectively and efficiently advocate for you - in court or out. To schedule a meeting with one of our Tulsa estate litigation or dispute settlement lawyers, call the Allison Firm, PLLC at 918-492-4500 or contact us by email.

 

*AV Preeminent and BV Distinguished are certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the confidential opinions of members of the bar and the judiciary. Martindale-Hubbell ratings fall into two categories: legal ability and general ethical standards.

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