Tulsa Trusts Lawyer
Ms. Wheeler and Mr. Wulfers provide expert advice and legal counsel on Oklahoma trusts law. They have extensive experience serving individuals regarding:
- Trust and Estates
- Living Trusts
- Revocable Living Trusts
- Trust Administration
- Trust Advisor
- Trust Litigation
- Trust Disputes
- Contested Wills
- Draft Wills And Trusts
- Litigate Wills And Trusts
- Admit Wills And Trusts
- Enforce Wills And Trusts
- Manage The Distribution Of A Deceased Family Member’s Assets
- Oversee The Administration Of An Estate
- Establish The Validity Of The Will in Oklahoma
- Appoint A Legal Representative To Represent The Decedent
- Itemize The Decedent’s Property
- Appraise The Decedent’s Property
- Pay Any Outstanding Debts
- Pay Any Outstanding Taxes
- Distribute Any Remaining Property
- Contest Wills
- Manage Creditor’s Claims
ESTATE SETTLEMENT
- Open And Administrate Probate
- Identify, Protect, Value And Manage Assets
- Pay Final Bills And Expenses
- File Final Income Taxes
- Prepare Trust Accounting
- Distribute trust to Beneficiaries
- Negotiate Family Settlement Agreements
- Distribute Estate To Heirs
- Close Estate
PERSONAL TRUST ADMINISTRATION
- Asset Protection
- Marital
- Credit Shelter and Bypass
- Family Office
- Incentive Based
- Life Insurance
- Special Need
CHARITABLE TRUST ADMINISTRATION
- Public Foundation and Endowment
- Private Family Foundation
- Private Charitable Remainder and Charitable Lead Trust
FAMILY OFFICE SERVICES
- Administrate Multi-Generational Interests
- Sale-of-Business Administration
- Real Estate Administration
- Private Foundation
- Trust Administration and Generation Skipping Administration
- Concentrated Asset Administration
- Real Estate and Agricultural Management
- Family Meeting Facilitation/Conflict Management
- Financial Planning
- Asset and Cash Distribution Management
- Charitable Planning Services
- Recordkeeping
Mr. Wulfers has an “AV” rating in the Martindale-Hubbell Bar Register of Preeminent Lawyers in the field of Oklahoma Trust and Estate and Wills and Probate Law. The Martindale-Hubbell rating reflects a combination of achieving the highest level of professional achievement and excellence in ethical standards and legal ability. The Martindale-Hubbell legal ability rating is based on performance in the areas of legal knowledge, analytical capabilities, judgment, communication ability and legal experience.