Probate and Administration of Wills, Trusts and Estates
At the Allison Firm,PLLC, our attorneys have years of experience representing clients in estate planning, estate litigation, and everything that relates to wealth transfer. Attorneys are available for public and business speaking on related topics, as well. As a boutique law firm, we work with clients on all aspects of probating or administering an estate:
Probate and administration of estates
Preparation of estate, fiduciary and gift taxes
Defending IRS or State audits of death, gift and generation-skipping tax returns
Our dedicated focus in estate practice means that we deliver an extremely high level of value to every client that retains us.
Keywords: Tulsa, attorney, probate lawyer, estate administration, estate taxes, gift taxes, fiduciary taxes, will, wills, trust, trusts, living wills, charitable gifts, wealth transfer
Interview Q&A
How long have you been in business?
The firm has been in Tulsa since 1996. Our attorneys have more than 60 years of combined experience. We are unique in that we not only have a wide variety of experience in estate planning and estate administration, but also have depth of experience handling estate-related taxes and litigating in court for contested Wills, Trusts and Estates.
What is your primary product or service?
Our attorneys represent clients and educate the public on issues regarding their estates: wills, trusts, probate, estate administration, end of life decisions, prenuptial agreement results, wealth transfer, charitable gifts and gift taxes, business succession , estate-related tax planning and filings, as well as in disputing and defending estate matters.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Our founder had an early career as a tax attorney for the IRS. Discovering ways people could plan ahead to protect their assets and save time and trouble for their loved ones became a passion. She developed remedies in case someone unexpectedly died or became disabled, and built her law practice around her rich experience in this focus on estate administration, probate, estate taxation and dispute resolution.
How do you differentiate yourself from other businesses in your category and area?
We are a boutique law firm whose practice is limited to matters of probate and administration of estates; Settlement and litigation of estate disputes, or adverse death, gift, and generation-skipping tax decisions based on wills, trusts, powers of attorney, prenuptial and other agreements; end-of-life decisions; estate tax filing and compliance; Business succession; Preparation and defense of fiduciary income tax returns and death, gift, and generation-skipping tax returns. There are many firms that offer estate planning and administration, but very few that offer the necessary experience to represent our clients in court, whether as defendants or plaintiffs.
How many locations do you have and do you have plans to expand?
Our primary offices are located in Tulsa, Oklahoma, but we have managed difficult, problem estates nationwide. We do public speaking nationally as well.
Provide detailed directions to your location
Our offices are in the Valley National bank building at 81st and Yale in south Tulsa.
What type of payments do you accept?
Retainers and fees may be paid by check, debit cards or credit cards.
Which areas do you service?
Eastern Oklahoma
What are your hours of operation?
We work by appointment, booked in advance. Because we do our research and document preparation on Mondays and Fridays, most “in office” appointments can be scheduled on Tuesdays, Wednesdays and Thursdays, and we try to schedule at your convenience.
What is the best compliment anyone can give you?
Our best compliments are friend, colleague and client referrals to others who needs our services.
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