YOU ARE MAKING A WISE DECISION TO GET YOUR ESTATE IN ORDER. WE CAN GUIDE YOU TO THE RIGHT SOLUTIONS FOR YOU AND YOUR FAMILY.

Avoid the devastation of the government deciding where your assets should go and the nightmare of your family in turmoil upon your incapacity or after your passing. Get the peace that comes from having everything in set in place today and the confidence that it is done by thoughtful and experienced professionals.

Put a steady, experienced attorney on your side that can help you walk confidently through the process.

  1. Speak with a Client Specialist today by calling 405-701-6935.

  2. Learn how a top, thoughtful Ball Morse Lowe attorney can provide the estate planning guidance you need to feel confident about the future of your family and your assets.

  3. Engage a BML attorney to protect you and your family's best interests.

Creative Estate Planning Solutions

Our attorneys are experienced in providing estate planning services for individuals, families, and business owners.  From the simple to more complex estate plans, our attorneys at Ball Morse Lowe will tailor an estate plan to meet your needs and accomplish your goals.

Estate planning involves the preparation for the management and distribution of your assets during your lifetime, upon your incapacity and ultimately upon your death.  The estate planning process also includes instructions for incapacity and end-of-life care, appointment of a guardian for minor children, appointment of health care proxies and powers of attorney, planning for beneficiaries who may be irresponsible with money, who have substance abuse issues, or who receive government benefits for special needs.

Ball Morse Lowe’s Estate Planning services include:

  • Wills + Trusts: Will-centered or Trust-centered estate plans and related documents (i.e. Advance Directives, Powers of Attorney, HIPAA Authorizations, etc.).
  • Charitable Planning: Specific bequests, Charitable Lead Trusts, Charitable Remainder Trusts and Private Foundations.
  • Special Needs Planning: Special Needs Trusts (also called Supplemental Needs Trusts) and Stand-by Special Needs Trust provisions.
  • Retirement Trusts + Life Insurance Trusts: Standalone Retirement Trusts for individual retirement accounts (IRAs) and other qualified plans; Irrevocable Life Insurance Trusts used for estate tax planning.
  • Guardianships + Powers of Attorney: Guardianships for minors or incapacitated adults and representation in contested guardianships. Powers of Attorney for financial affairs and medical care.   
  • Probate + Estate Administration: Contested and Uncontested Probates, Summary Administrations, Ancillary proceedings and Estate Administration services.
  • Trust Administration: Administration of trusts including assisting the successor trustee or fiduciary in distribution of trust assets to beneficiaries and allocating assets.
  • Trust Litigation: Trusts disputes, on behalf of both trustees and beneficiaries, involving interpretations of trust provisions and breach of fiduciary duties, as well as representation of trusts in other litigation matters.
  • Trust Funding: The process of transferring your assets to your trust. Funding your trust is an important part of the estate planning process. If your assets are not transferred to your trust, a guardianship may be necessary if you become incapacitated and a probate would be necessary upon death.
  • Business Succession Planning: Family Limited Partnerships, Buy-Sell Agreements and family business trusts.
  • Cohabitation: A legal agreement designed to protect the property and financial interests of unmarried couples who live together. This agreement is similar to a prenuptial agreement whereas it outlines the rights and responsibilities of each partner. The agreement is specifically designed for couples who are not married.

A well-drafted estate plan provides you with peace of mind and creates a legacy. Estate planning with our experienced attorneys will help you avoid the probate and/or guardianship process, minimize or avoid estate taxes, prevent family conflicts, protect assets, protect a beneficiary’s inheritance from creditors or failed marriages, and provide a smooth transition for your business.

Consultation With An Attorney

Call Ball Morse Lowe, PLLC, at 405-701-6179 or contact our office by email to learn how we can assist you in your estate planning needs.