Estate planning
for individuals and families.
Dan earned his law degree from the University of Tulsa College of Law, where he graduated with honors in 2000. Estate planning has been the primary focus for most of his legal career. Dan particularly enjoys the relational side of estate planning. He believes a good estate plan begins with listening and understanding each client's family, circumstances, concerns, and goals. From there, his role is to explain the available options clearly and help clients put a plan in place that accomplishes what matters to them.
In addition to his legal training, Dan has a B.A. in Communication from Wheaton College and an M.S. in Counseling from Oklahoma State University. His professional background includes work both as an attorney and as a licensed professional counselor.
Dan's wife, Michelle, works in his office as his paralegal. She is also an accomplished professional violinist with a B.M.E. in Music Education from Oral Roberts University and an M.M. in Violin Performance from Texas Tech University.
Estate planning is about more than preparing documents. It begins with understanding your family, your assets, and what you want to have happen. From there, we help you develop a plan designed to carry out your wishes and provide for the people who matter to you.
By the end of the first meeting, we will cover the information and answer the questions necessary to create an estate plan for you. If you decide to move forward, I will quote a fee and schedule a second meeting to review and sign your documents.
When you return for your second meeting, your estate-planning documents will be prepared and ready for review.
We will walk through the documents, answer your questions, and make sure you understand and approve the documents before you sign them.
Signing your documents is an important step, but a trust also needs to be properly funded. That means making sure the appropriate assets are transferred into your trust.
After signing, I will take you through the steps necessary to fund your trust and explain what you need to do with each asset. If your home is located in Oklahoma, we will generally prepare the deed transferring it into your trust.
At the conclusion of the meeting, you will leave with your signed documents in hand. There is no requirement for another meeting. We will be available if questions arise or if you need to review or amend your trust as your circumstances change.
Every estate plan is based on the client's individual circumstances and needs. A typical estate-planning package includes:
