Tulsa Estate Planning & Intellectual Property Legal Services
We offer custom estate planning and intellectual property services to protect your loved ones, assets, and legacy.
Estate Planning
Basic
Will-Based Plan
Perfect for individuals and families who want to ensure their minor children are cared for:
This plan includes:
Wills – Specify how your assets will be distributed and who will care for your children.
Medical Powers of Attorney & Advance Directives – Appoint trusted individuals to make healthcare decisions on your behalf.
Financial Powers of Attorney – Ensure someone you trust can manage your finances if you become incapacitated.
Protective Provisions for Minor Children – Guarantee guardianship and financial protection for your children.
Your will can also be structured to create trusts upon your passing to safeguard your assets and distribute them according to your wishes.
Intermediate
Trust-Based Plan
Ideal for families who want to avoid probate, maintain privacy, and ensure a smooth transfer of wealth to their heirs.
This plan includes:
Revocable Living Trusts – Keep your assets out of probate and maintain control during your lifetime.
Medical Powers of Attorney & Advance Directives – Appoint trusted individuals to make healthcare decisions on your behalf.
Pour-Over Will – Ensures any assets not in the trust at the time of your passing are transferred into it.
Protective Provisions for Minor Children – Secure financial and legal protection for your children’s future.
While asset transfers (trust funding) are handled by you, we guide you every step of the way to ensure a smooth and stress-free process.
Advanced
Wealth Preservation Plan
Designed for individuals with complex estate needs, business succession planning, and asset protection to ensure long-term financial security.
This plan includes:
Standalone Retirement Trusts – Protect and control retirement assets for future generations.
Irrevocable Life Insurance Trusts – Reduce estate taxes and safeguard life insurance proceeds.
Asset Protection Trusts – Shield your wealth from creditors, lawsuits, and financial risks.
Additional Business Entities or Trusts – Optimize tax strategies and secure business continuity.
You’ll receive everything included in the Trust-Based Plan, plus advanced estate planning strategies to preserve your wealth and legacy for generations to come.
Elder Law
Proactive Planning for Long Term Care
Ideal for individuals and families who want to plan ahead for future healthcare needs while protecting their assets and securing financial stability.
This plan includes:
Medicaid & Asset Protection Planning – Qualify for benefits while preserving your savings.
Long-Term Care Strategy – Plan for in-home care, assisted living, or nursing home expenses.
Powers of Attorney & Advance Directives – Ensure trusted individuals can make decisions on your behalf.
Irrevocable Trusts & Asset Protection – Shield assets while maintaining Medicaid eligibility.
Planning ahead gives you control over your care, protects your legacy, and prevents financial hardship for your loved ones.
Crisis Planning
For individuals and families facing an urgent need for long-term care while protecting assets and securing Medicaid eligibility.
This plan includes:
Medicaid Crisis Planning – Help qualifying for Medicaid while preserving savings.
Emergency Asset Protection – Legally safeguard assets from nursing home costs.
Power of Attorney & Healthcare Directives – Ensure immediate decision-making authority for a trusted person.
Nursing Home & Assisted Living Transitions – Navigate care options without financial devastation.
If a loved one suddenly needs long-term care, it’s not too late to protect their assets and secure quality care. We help you make informed decisions under pressure.
Business Law
Business Succession Planning
For business owners who want to ensure a smooth transition of leadership and ownership while protecting their company’s future.
Ownership Transfer Strategies – Plan for family succession, sale, or buyout options.
Asset Protection & Tax Planning – Minimize tax burdens and safeguard business assets.
Continuity Planning – Ensure operations continue seamlessly in the event of retirement, incapacity, or death.
A well-structured succession plan ensures your business thrives for generations while protecting your hard-earned success.
LLC Formation
For entrepreneurs and small business owners looking to establish a legally sound and protected business structure.
Business Entity Selection – Guidance on whether an LLC is the best fit for your goals.
Formation & Compliance – File the necessary documents and ensure legal compliance.
Operating Agreements – Define ownership, roles, and decision-making processes.
A properly structured LLC shields your personal assets, simplifies operations, and sets your business up for success.
Contract Review & Drafting
For business owners who need clear, legally binding agreements that protect their interests.
Comprehensive Contract Review – Identify risks and ensure clarity in business agreements.
Custom Contract Drafting – Create contracts tailored to your unique business needs.
Negotiation & Compliance Support – Ensure fair terms and legal protection.
Strong contracts prevent disputes, protect your rights, and keep your business running smoothly.
Intellectual Property
Trademark Protection
For business owners, creatives, and entrepreneurs who want to protect their brand identity and prevent others from using their name, logo, or slogan.
This service includes:
Trademark Search & Registration – Ensure your brand elements are unique and legally protected.
Application Filing & Monitoring – Navigate the trademark process with expert guidance.
Enforcement & Defense – Protect your rights and take action against infringement.
A registered trademark strengthens your brand, increases business value, and safeguards what you’ve built.
Copyright Registration
For artists, writers, musicians, and content creators looking to secure ownership of their original work.
This service includes:
Copyright Registration – Legally protect books, music, art, websites, and digital content.
Infringement Defense – Take action if someone copies or misuses your work.
Licensing & Rights Management – Control how your work is used and monetized.
Copyright protection ensures your creative work remains yours—giving you control, recognition, and financial security.
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Wills vs. Trusts
Your Guide to Making the best Estate Planning Choice