David A Carpenter
Tulsa Estate Planning Attorneys | Oklahoma Medicaid Planning Lawyers
Tulsa lawyers at the Carpenter Law Office focuses on estate planning, Medicaid planning, and veterans' benefits, probate, and guardianship matters for clients throughout Oklahoma.
Carpenter Law Office
6108 S Memorial Dr
Tulsa OK 74133-1933
Tel: 918 298-1001
Fax: 866 684-7609
E-mail: davidc@trustconcepts.com
Practice Areas Overview
The Carpenter Law Office is one of Oklahoma's leading authorities on estate planning and asset protection. We provide clients with exceptional legal representation in a wide variety of matters, including:
Estate Planning, Wills, and Trusts
A comprehensive estate plan often includes several documents, such as Revocable Living Trusts, Pour-Over Wills, Durable Special Powers of Attorney, Living Wills, and Health Care Powers of Attorney. At the Carpenter Law Office, we work with you to discuss your estate planning goals, and design and implement a tax-sensitive, comprehensive plan that will best meet your family's needs. We instruct our clients on how to title their assets in the name of their trust so that the trust is properly funded, and carefully coordinate beneficiary designations with the overall estate plan to ensure our clients' goals and objectives are met.
Our services extend beyond basic estate planning to encompass the following:
* Charitable Planning, including Charitable Lead Trusts, Charitable Remainder Trusts and Private Foundations
* Irrevocable Life Insurance Trusts
* Family Limited Partnerships
* Limited Liability Companies
* Domestic Asset Protection Trusts
* Oklahoma Wealth Preservation Trusts
Medicaid Planning Design
Even if you or your loved one has already moved into a nursing home, there are several ways you can qualify for Medicaid and protect a portion of the family's wealth. Please see our Medicaid planning page for more information about how we can assist you.
Veterans' Benefits Counseling
The U.S. Department of Veterans Affairs provides three types of long term care benefits for veterans. Unfortunately, many veterans are unaware that they are entitled to these benefits, which include the Aid and Attendance Pension. Please see our veterans' benefits page for more information about how the Carpenter Law Office can assist you with obtaining this important type of assistance.
Domestic/Offshore Asset Protection Planning
While there are a variety of asset protection techniques available in the United States, depending on your financial situation, offshore investments can have significant tax and financial benefits. Domestic and offshore asset protection planning is a complicated issue governed by a range of federal and international laws. To seek the assistance of experienced and knowledgeable legal counsel who can advise you on these matters, contact us today.
Business Succession Planning
Most family businesses fail to survive to the second or third generation. Early attention to business succession planning and proper funding of a thoroughly integrated succession plan can help ensure that your life's work and achievements will provide for your survivors and descendants. We have extensive experience creating and implementing business succession plans and will work with you to develop the plan that is best for your business and your family while minimizing transfer tax implications.
Probate
Probate is the legal transfer of assets from a decedent's estate to his or her heirs. Probate proceedings can take from four months to several years to complete, depending on the complexity of the estate and whether any family disputes arise. Mr. Carpenter has 20 years of experience handling probate administrations in Northeastern Oklahoma, allowing him to protect your interests in even the most contentious proceedings.
Guardianships
In Oklahoma, a guardianship is when the court appoints a person to take care of the person or property of another. Guardianships can be general or limited. A limited guardian only takes care of certain aspects of the person or property.
Estate Tax Planning
If not properly planned, estate taxes can amount to a sizeable amount of the estate. Using a technique known as "zero-base" tax planning, we can take an estate worth up to hundreds of millions of dollars and nearly eliminate the estate taxes. To take advantage of this and other advantageous approaches, contact a lawyer familiar with estate tax planning as soon as possible.
Seek Experienced Legal Representation
Regardless of your estate planning needs, the Carpenter Law Office can help. It is never too late to begin thinking about your estate planning and asset protection goals, and we can assist you with any aspect of the estate planning process. For more information, please see our frequently asked questions page.
To schedule a consultation with us to discuss your estate planning needs, contact us today.
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