Jeff K. Rhodes

Mr. Rhodes is also a Tulsa native who attended The University of Tulsa. In 1986, Mr. Rhodes completed course work earning an accounting degree from The University of Tulsa. Mr. Rhodes also holds a law degree from The University of Tulsa College of Law as well as a Master of Taxation degree from The University of Tulsa Graduate School of Business. Mr. Rhodes has been a licensed attorney since 1992. Prior to his employment with the Firm, Mr. Rhodes worked for a Tulsa CPA firm as a Tax Senior Accountant. 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. Mr. Rhodes is a member and a past president of both the Tulsa Estate Planning Forum and the Tulsa Tax Forum. Mr. Rhodes was invited to join the Tulsa Title and Probate Lawyers Association in 1999. Mr. Rhodes is a frequent lecturer on estate planning and retirement matters and has participated in the estate planning programs at The Williams Companies, the City of Tulsa, and many others.

Articles

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...

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...

To Port or Not to Port: Portability of Federal Estate Tax Exemption

In December 2010, Congress passed and President Obama signed the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (H.R. 4853) (the “Act”), which made a significant change to Federal estate tax law, a new feature: portability of a...

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...