Retirement Trust Attorneys in Oklahoma City

Trusts That Your Assets Will Be Distributed To Loved One, Charities or Beneficiaries

Many questions arise concerning the treatment of retirement accounts, as they relate to estate planning due to potential tax benefits and consequences. Depending on the size of your retirement account and your estate planning goals, a Standalone Retirement Trust (SRT) may be beneficial as part of your overall estate plan. The Standalone Retirement Trust is an estate planning tool that is designed to permit a beneficiary to “stretch” the required minimum distributions (RMDs) following the death of the account owner, allowing the principal to grow and resulting in less taxable income each year for the beneficiary. The SRT is carefully drafted to ensure it meets all of the Internal Revenue Service regulations in order to avoid a mandatory liquidation of the IRA over a period of five (5) years, which could result in a significant tax bill.

A retirement trust also provides protection from a beneficiary’s creditors; provides protection in the event of a beneficiary’s divorce; prevents the beneficiary from spending the retirement account at one time; provides for beneficiaries who receive government benefits without disqualifying them from those benefits; and permits distributions for minors or incapacitated beneficiaries without the need for court intervention. Because the SRT is a separate document and not part of the regular revocable trust, it avoids confusion for the retirement plan custodian, beneficiary and trustee.

There are a number of complexities involved in estate planning with retirement accounts. To find out more about Standalone Retirement Trusts, please contact our office.

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.

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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.

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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.

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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.

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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

OKLAHOMA CITY RETIREMENT TRUSTS ATTORNEYS

How can we help you today?

Trusts That Your Assets Will Be Distributed To Loved One, Charities or Beneficiaries

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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