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Strategic Solutions at Law TM

Estate Planning Attorneys Assist With Wealth Management

Developing your strategic estate plan in Tulsa, OK

Maximize the value of your assets and express your specific intentions for distribution of your property through a strategic estate plan. Eller & Detrich can guide you through the process of designing a plan that meets your goals for your family, business or favorite philanthropic cause. We can advise you on such important issues as:

  • Advance directive for healthcare
  • Advance directive for mental health treatment
  • Conservation easements
  • Conservatorships
  • Durable powers of attorney
  • Estate planning
  • Foreign trusts
  • Guardianships
  • International estate planning
  • Living wills
  • Non-probate asset transfers
  • Post-mortem planning
  • Probate
  • Resident alien estate planning
  • Wills
  • Trusts

In addition to implementing tools that dictate the treatment of your property after your death, we advise you on lawful methods for reducing your tax obligations both during your lifetime and after your death.

Business succession plans

A small company’s continued success lies in the methodical development of a viable succession plan. Our Tulsa lawyers help you develop clear, purposeful guidelines to avoid interruptions in operations and preserve your legacy and your family’s interest in your business. We can advise you about the following:

  • Business succession planning
  • Family foundations
  • Family limited partnerships/limited liability companies
  • Prenuptial agreements

Philanthropic and charitable giving

  • Charitable lead trusts
  • Donor advised funds
  • Gift tax planning
  • Grantor retained annuity trusts – GRATs

Passing title to real estate

The manner in which you hold title to your real property affects the ownership rights upon your death. If you want to avoid probate, we help you decide how your property should be distributed and we assist you in implementing your wishes in life. We also counsel you on taxation issues, mortgage considerations and help you preserve the value of your estate.

Protecting your assets during your lifetime

  • Asset protection
  • Dynasty trusts
  • Exempt organizations
  • Qualified personal residence trusts (QPRTs)
  • Special needs trusts
  • Trust administration
  • Trust funding
  • Wealth preservation planning

Contact our knowledgeable and compassionate Tulsa estate planning team

Learn more about estate planning and wealth preservation strategies by calling Eller & Detrich in Tulsa at 918.747.8900 or toll free at 866.547.8900, or contact us online.


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