Tulsa Estate Planning Lawyer, Oklahoma, page 3

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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
1. Contact
2. Email
3. Refer
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7. Profile

Includes: Gift Taxation

Mark E Hardin

Wills & Probate, Estate Planning, Elder Law, Medical Malpractice

Status: In Good Standing

CONTACT

907 S Detroit Ave, Tulsa, OK 74120

Heather Flynn Earnhart

Real Estate, Litigation, Estate Planning, Family Law

Status: In Good Standing

CONTACT

521 E 2Nd St, Tulsa, OK 74120

Maureen J Knudson

Dispute Resolution, Wills & Probate, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

1861 E 15Th St, Tulsa, OK 74104

Paul E. Swain

Adoption, Guardianships & Conservatorships, Estate Planning

Status: In Good Standing

CONTACT

601 S Boulder Ave, Tulsa, OK 74119

Chad J. Kutmas

Real Estate, Estate Planning, Family Law, Bankruptcy

Status: In Good Standing

CONTACT

15 East 5th Street, Tulsa, OK 74103

Sean Patrick Hennessee

Oil & Gas, Wills, Gift Taxation, Business & Trade

Status: In Good Standing

CONTACT

2200 S Utica Pl, Tulsa, OK 74114

Sam P. Daniel

Family Law, Corporate, Estate Planning, Real Estate

Status: In Good Standing

CONTACT

320 S Boston Ave, Tulsa, OK 74103

Philip S. Haney

Tax, International Tax, Estate Planning, Reorganization

Status: In Good Standing

CONTACT

1437 S Boulder Ave, Tulsa, OK 74119

W. Todd Holman

Gift Taxation, Divorce & Family Law, Corporate

Status: In Good Standing

CONTACT

525 South Main Street, Tulsa, OK 74103

Gary L. Maddux

Estate Planning, Business

Status: In Good Standing

CONTACT

525 South Main Street, Tulsa, OK 74103

800-923-0641

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LEGAL TERMS

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

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.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

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.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

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.

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 3

Sponsored Law Firm

Pritchett Law Group

SPONSORED LAWYERS

Mark E Hardin

Heather Flynn Earnhart

Maureen J Knudson

Paul E. Swain

Chad J. Kutmas

Sean Patrick Hennessee

Sam P. Daniel

Philip S. Haney

W. Todd Holman

Gary L. Maddux

TIPS

LEGAL TERMS

PER STIRPES

GRANTOR RETAINED INCOME TRUST

TITLE COMPANY

PETITION

ESTATE TAXES

ENDOWMENT INSURANCE

ABSTRACT OF TRUST

PUBLISHED WORK

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SAMPLE LEGAL CASES

In re Marriage of Murphy

Edwards v. Urice

Friedman v. Craig

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