As a business owner, you have successfully built your company up with pride and integrity. You may wish to keep the business within your family or sell it, before or after you pass away. Regardless of which routes you choose, careful planning will ensure the business remains and is protected from large, unexpected tax liabilities.
Taking simple steps to secure your business and financial well-being through a well-designed estate and business succession plan ensures your professional and personal assets will all be in order.
Business Succession Planning refers to using estate planning strategies to ensure your business has a solid foundation upon disability, retirement, or death. Succession planning helps make necessary accommodations no matter the situation or unexpected occurrence. A properly designed plan will integrate the business aspects with overall objectives of the estate, forming a cohesive, overall plan.
Our business succession plans will address:
Once a business succession plan has been developed, it should address the systematic transfer of the management and ownership of your business. Proper planning will protect the business you've worked so hard to maintain.
To learn more, contact our estate planning lawyers who are knowledgeable in succession planning. We will ensure your estate planning documents are in-line with your will and other estate planning documents. We are here to talk, at 405-701-5355.
The attorneys at Ball Morse Lowe have built a respected reputation over the decades for providing sophisticated counsel in complex oil, gas, and energy law matters, business law cases, transactions, estate planning, and family law matters. We take pride in assisting individuals and families with their legal concerns. Personable and responsive, our lawyers craft documents and develop strategies tailored to each client's unique goals and needs.
Ball Morse Lowe PLLC is committed to providing excellent service and sound solutions to our clients in a cost-effective manner. From our offices in Norman, Oklahoma City, Edmond, Stillwater, Frisco, and Denver, our attorneys provide services throughout the Oklahoma City, DFW, and Denver Metros and in other states, including Texas, North Dakota, Ohio, Colorado, California, Wyoming, and New Mexico.
Ball Morse Lowe is a recognized law firm that serves clients across Oklahoma, Texas, and Colorado.
Our lawyers have extensive experience handling a wide range of practice areas, including family law, estate planning, litigation, real estate, oil, gas and energy, business & commercial, and much more.
Our firm is devoted to providing each client with all the resources of a large firm but with the individualized attention of a small practice. Unlike many other firms, we have the ability to conduct investigations, hire expert witnesses, and utilize cutting-edge technology to help you build the strongest case possible.
The lawyers at Ball Morse Lowe can help you seek what's needed in your case. Our team is standing by to assist you, so call us at (877) 508-4265 to get started with a free consultation with our client intake team.
Call Ball Morse Lowe today at (877) 508-4265 to receive your consultation with our client intake team.
Zachary T. Ball
Partner
E. Parker Lowe
Partner
Patrick Lane
Partner
Jordan LePage
Senior Attorney
Grant P. Scowden
Attorney
Steve Scott
Attorney
Samantha Wright
Legal Assistant
Linsey Gudenrath
Legal Assistant
Abbi Slaton
Attorney
Barry Roberts
Retired
Bria Winston
Partner
Brian Hill
Partner
Cameron Williams
Attorney
Chris Michael
Partner
Christian Folks
Attorney
Corey Stone
Attorney
David Morse
Partner Emeritus
Doug Johnson
Senior Attorney
Glenn Brown
Partner
J. Brad Torgerson
Senior Attorney
Julie Gragg-Landes
Attorney
Karen Pearson
Of Counsel
Kassandra Quintela
Attorney
Matthew A. Fornof
Attorney
Melissa Gardner
Attorney
Nathaniel Routh
Attorney
Sid Earnheart
Of Counsel
Stephanie Moser
Partner
Taylor Brown
Attorney
Thomas Marrs
Of Counsel
Tyler Cunningham
Of Counsel
Tyler D. Crowe
Attorney
Will James
Attorney
Eric Patrick
Chief Operating Officer
Lilian Al-Dehneh
Director of Finance
Kimber Taylor
Billing and Operations Manager
Kelsey Schoen
Senior Title Coordinator
Whitney Ball
Senior Legal Assistant and Training Coordinator
Charlton Rigsby
Client Relationship Lead and Legal Assistant
Sabrina Lehman
Legal Assistant
Ruth Stockman
Legal Intern
Desiree Thierry
Legal Assistant
Janell McCully
Client Advocate
BreAuna Shaw
Client Advocate
Lexinor Etienne
File Manager
Nick Benton
Marketing Coordinator
Elonda Smiley
Legal Secretary
Jaden Robinson
Front Office Assistant
Eric Morrison
Director of Human Resources
Troy Leonard
Bookkeeper
Cooper Bean
Legal Assistant
Ana Borders
Legal Assistant
Abigail Mejia Zapata
Legal Assistant
Daniel France
Senior Developer
Claire Douthitt
Senior Director of Marketing
* Meetings with attorneys by appointment only *
I cannot thank Karen Pearson and her team enough for all the support they've shown me throughout my unfortunate divorce. With all the twists and turns thrown at my situation both in my personal life, but also my military career. This team always made me feel as though my case took priority. I will forever be grateful for them and highly recommend either of them to represent you as you drudge through your specific situation. Thank you again to Ball Morse Lowe team for everything you did on my behalf.
Ball Morse Lowe, PLLC offer exceptional knowledge in the oil and gas industry among many other things. I have worked with Senior Attorney, Chris Michael, multiple times and he continues to exceed expectations. If you are looking for a group of hard working, time efficient, diligent, and ethical attorneys, Ball Morse Lowe, PLLC and specifically Chris Michael would be a great choice.
I felt like I mattered. I felt like what I had to say was important. Glenn was thoughtful, encouraging and understanding. She helped me navigate the process and validated my thoughts about things I was not sure. Thank you Glenn!!! It was great working with you!
I turned to Ball Morse Lowe PLCC when I needed my mother's estate probated in Oklahoma. It involved mineral rights and I live in California and my mother had not lived in OK for over 60 years. I wanted a firm that would do this correctly and be reasonable in cost. Brian Hill was a pleasure to work with. He and his staff were professional, knowledgeable, friendly and helpful. They made the experience of probate painless, explained things as we went along, and were clear in their expectation of what they would need from me to move the process forward. I am so glad I found them and appreciate deeply all they accomplished on my behalf.
Texas and Colorado Offices