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.
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.
While we have built a respected reputation over the decades for providing sophisticated counsel in complex oil, gas, and energy law matters, business law cases
Ball Morse Lowe, PLLC, is committed to providing excellent service and sound solutions to our clients in a cost-effective manner. From our law firms in Norman, Oklahoma City, and Denver, our attorneys provide services throughout the Oklahoma City and Denver Metros and in other states, including Texas, Kansas, North Dakota, Ohio, Colorado, California, and New Mexico.
Ball Morse Lowe is a recognized law firm that serves clients across Oklahoma and Denver.
Our lawyers have extensive experience handling a wide range of practice areas, including estate planning, family law, 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 (405) 701-5355 to get started with a free consultation with our client intake team.
Barry K Roberts
Caron C. Loffland
E. Parker Lowe
Gregory C. Blackwell
Kimberly A. Wurtz
Zachary T. Ball
Kay Lynn Busby
Client Intake Specialist
Client Intake Supervisor
Chief Operating Officer
* Meetings with attorneys by appointment only *
Great advocacy, and excellent at keeping client informed about options.
Jennifer assisted us in making a trust, and all of the additional documents that go with it – advanced directives, powers of attorney, etc. She was professional, knowledgeable, cheerful, personable. We are very happy with our association and look forward to doing business with them in the future!
I enjoyed meeting and talking with Mr. Bottomly. He was easy to talk to, and I left feeling confident that should I end up needing legal assistance, working with Mr. Bottomly would be a positive experience. Thank you.
Quality attorneys representing my wife and me in a difficult situation. Always responsive, professional and advanced the clients best interests. Always had direct access to our attorney. Thanks so much.
Don and Kay Holladay
I recently needed advice regarding a property matter. I was able to make an
I have used Ball Morse Lowe for both business and personal reasons. Parker Lowe handles my oil and gas issues and Bow Bottomly recently represented me in divorce proceedings. The staff has always been very helpful and even though I am not a big client, they never make you feel that way.