Trust Administration Law Firm

Trust Administration in Oklahoma

Ball Morse Lowe provides legal counsel to trustees. Serving as a trustee and administering a trust involves immense responsibility. If a trustee fails to meet certain responsibilities and duties, the trustee may held liable for breach of the trustee’s fiduciary duties. To avoid trust litigation, it is important for the trustee to fully understand the roles involved with administering and ultimately distributing the assets of the trust. A few of these responsibilities include: communicating with beneficiaries, gathering and valuing assets, managing trust assets, paying debts and expenses, filing tax returns (including any Federal Estate Tax Return), providing accountings to beneficiaries and distributing assets to beneficiaries.

Our office will guide the trustee through the trust administration and provide assistance to the trustee in fulfilling their responsibilities. We can also assist the trustee by: providing written correspondence to the beneficiaries, locating and gathering assets, negotiating with creditors, preparing a Family Settlement Agreement, applying for a federal employer identification number (EIN) for the trust, preparing and filing a Federal Estate Tax Return if necessary, working with the trust’s tax and investment professionals, and preparing deeds and other legal documents required to transfer assets to the beneficiaries.

Serving as a trustee of a trust can be an overwhelming task. However, it can also be a rewarding process since you are carrying out your loved one’s wishes. The experienced attorneys at Ball Morse Lowe will seamlessly guide you through the trust administration process in a thoughtful and easy manner.

Contact Us For A Consultation

Arrange an initial consultation with one of our estate planning lawyers by calling Ball Morse Lowe, PLLC, at 405-701-5355 or by contacting our office by email. We serve clients in the Oklahoma City area and throughout the state from our offices in Norman and Oklahoma City.

Why Call Ball Morse Lowe?

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.

Attorneys With Experience & Resources That Work For You

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.

GET A FREE CONSULTATION

877-508-4265

WE ARE AVAILABLE 8:00 AM to 5:00 PM MONDAY THROUGH FRIDAY

Our Team of Highly Skilled Attorneys Can Help

Ball Morse Lowe PLLC, serves businesses and individuals throughout Texas, Oklahoma, and Colorado. As an award winning law firm, we provide legal solutions in matters involving oil and gas law, estate planning, family law business law and litigation. You can depend on Ball Morse Lowe PLLC, for sound advice, sensible solutions and vigorous representation.

Call Ball Morse Lowe today at (877) 508-4265 to receive your consultation with our client intake team.

What Our Clients Say

Jason J.

★★★★★

Ball Morse Lowe is an exceptional law firm that provides outstanding legal guidance and direction in the best interest of their clients. Not only is Ball Morse Lowe knowledgeable, they understand their clients needs and ensures all parties involved receives fair representation through their ability to compromise. I would recommend Ball Morse Lowe for all your legal needs that you are requesting.

Christian D.

★★★★★

The team at Ball-Morse Law demonstrated not only their legal proficiency but also a deep commitment to their clients' best interests. I felt supported every step of the way, and your personalized approach truly set you apart. Thank you once again for your outstanding service. I would not hesitate to recommend Ball-Morse Law to anyone in need of reliable, expert legal counsel.

Jason F.

★★★★★

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.

Heather W.

★★★★★

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!

Courtney G.

★★★★★

I was very pleased with my experience working with Abbi Slaton, as well as her assistant, Charlton Rigsby. They were both very attentive and quick to respond to my questions throughout the case, and I felt as though my concerns were thoroughly taken care of. These individuals are some of the most compassionate people I’ve met, and I felt very secure throughout the process. I can’t thank them enough for all they’ve done!

BE

★★★★★

Excellent attorneys. I’ve had exceptional outcomes in several different cases, thanks to their representation. I refer all my friends and family to Ball Morse Lowe.

Kevin H.

★★★★★

I hired Ball Morse Lowe for a divorce and was from the beginning, heard and understood on not only the family dynamic, but what I wanted out of the divorce. BML held my hand along the way and made sure I understood my responsibilities. I did have a successful divorce with minimal argument. I would highly recommend this firm to anyone who is looking for a family law practice.

Oklahoma

Texas

Colorado

Norman, Oklahoma City, Edmond, + Stillwater

Houston + Frisco

Denver

ASSISTING THOSE NEEDING TRUST ADMINISTRATION LEGAL COUNSEL

How can we help you today?

Trust Administration in Oklahoma

Contact Us For A Consultation

Why Call Ball Morse Lowe?

Attorneys With Experience & Resources That Work For You

Our Team of Highly Skilled Attorneys Can Help

Our Estate Planning + Probate Team

Other Practice Area Attorneys

Staff

What Our Clients Say

Jason J.

★★★★★

Christian D.

★★★★★

Jason F.

★★★★★

Heather W.

★★★★★

Courtney G.

★★★★★

BE

★★★★★

Kevin H.

★★★★★

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