Why Plan?

Every day, people plan. They plan their day, they plan their vacations, they plan for their children’s education, and they plan for retirement. What many people don’t plan for are the biggest events in their life – incapacity, death, and succession of their business interests. Leaving these affairs unaddressed can result in unintended costs, legal fees, and emotional distress for your loved ones.

Wealth Transfer and Estate Planning

Why plan your estate? Proper planning can minimize costs such as legal fees, court costs, other related expenses, and possibly estate and/or income taxes. Proper planning can serve to maximize the benefits to you and your family in the event you become incapacitated or disabled, provide solutions to concerns regarding your healthcare, give you peace of mind knowing that your affairs are in order, decrease the risk of litigation over your estate, reduce the time and labor expended by your loved ones, and, in the end, could maximize the wealth transferred to your loved ones after your death.

Corporate and Transactional Matters

There can be many different legal issues/concerns to deal with in connection with the formation or acquisition of a business, maintaining and operating a business, and terminating or selling a business. As a business owner steps through the stages of owning and running a business (that is, formation or acquisition, growth and, ultimately the termination or sale of the business), it is important that she or he have quality legal and planning advice in connection the various facets of the operation. To this end, the attorneys at this Firm have many years of experience handling these types of transaction matters.


Attorneys

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Ted M. Riseling

Mr. Riseling began his legal career as a trial attorney in the office of the Chief Counsel, Internal Revenue Service. After completing a 4-year tour of duty with the Internal Revenue Service, Mr. Riseling returned to Tulsa and entered the private practice of law culminating in the formation of his own law firm in 1978. Mr. Riseling is well-known lecturer and educator on estate planning topics.

Jeff K. Rhodes

Mr. Rhodes focuses his practice in the areas of wealth transfer and estate planning, charitable planning, probate administration, tax and business planning for closely-held businesses, choice of business entity, entity formation and dissolution, business transactions, and the federal and state tax consequences related to such items.

Colby L. Robertson

Mr. Robertson focuses his practice in the areas of wealth transfer and estate planning, probate administration, adult guardianship, and business planning for closely-held businesses, business formation and dissolution, and business transactions.


Recent Publications

Oklahoma Discretionary and Special Needs Trust Act

The Oklahoma Discretionary and Special Needs Trust Act The Oklahoma Discretionary and Special Needs Trust Act (the “Act”) was signed by Governor Henry on May 26, 2010 at 6:27 P.M. The stated effective date of the Act was November 1, 2010. The codification of the Act...

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Guardianships Trump Durable Powers of Attorneys in Oklahoma

Definitions In Oklahoma, ● Agent - is the person(s) appointed by a Principal to manage the principal’s assets pursuant to a DPOA. ● Durable Power of Attorney (“DPOA”)- is a written instrument signed by a Principal, witnessed and notarized in accordance with the...

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Oklahoma Discretionary and Special Needs Trust Act

The Oklahoma Discretionary and Special Needs Trust Act The Oklahoma Discretionary and Special Needs Trust Act (the “Act”) was signed by Governor Henry on May 26, 2010 at 6:27 P.M. The stated effective date of the Act was November 1, 2010. The codification of the Act...

read more

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