Needham & Associates:
Estate Planning

Estate, Probate & Guardianship Planning Practice

Needham & Associates has an extensive estate planning practice. We work closely with clients to identify their goals, anticipate life’s contingencies, and create a comprehensive estate plan that achieves financial and personal goals.

MAY INCLUDE:

 

  • Last will and testament to determine distribution of your assets and management of an estate
  • Revocable living trusts that govern the ease of lifetime property management
  • Durable powers of attorney authorizing trusted ones to act when one cannot
  • Advanced health care directive and living will regarding advance life support decisions
  • Family limited partnerships to pass a family-owned business to successors
  • Irrevocable trusts to manage life insurance
  • Grantor trusts
  • Special needs trusts for a disabled child or adult
  • Medicaid and senior living planning
  • Charitable trusts
  • Trusts to protect assets from creditors.

Needham and Associates regularly provide Oklahoma probate law advice and probate court representation. Probate can include representing individuals and families in settling a family member’s estate, including the court procedures necessary to determine the content and nature of an estate, complete the payment of debts, expenses, and taxes of the estate, and obtaining court authorization for distribution of the estate to heirs and beneficiaries. We represent the estates of clients in the probate of a last will and testament and the estates where there is no will under intestate succession laws of Oklahoma. Representation of clients by Needham & Associates in these contexts includes advisement on distribution of real property assets, equity accounts, employee benefits, retirement accounts, and life insurance policies. Our attorneys will also resolve disputes of estate taxation with authorities.

Our attorneys are experienced in trust administration issues that must be considered or resolved in a court proceeding. These situations can include questions related to interpretation of trust instruments, the securing of court approval of an amendment of a trust, and disputes over the terms of a trust or its administration by a trustee.

Needham & Associates provides compassionate counsel in all matters relating to legal guardianship. Clients in guardianship matters require representation before the court administration and oversight of managing financial needs and care for children and the incapacitated.

Clarity in the process

Cara Wells

ATTORNEY AT LAW

Cara Wells has developed her practice for over fifteen years.  Her extensive practice in Litigation provides clients with legal representation and counsel in contested and non-contested matters related to: probate, oil and gas curative documents and procedures, quiet title, estate and trust administration, guardianship matters, Oklahoma administrative agency procedures, and general family law matters.  The second prong to her practice is Transactional.  Specifically, the preparation of documents and estate plans that include: powers of attorney, revocable trusts, special needs trusts, testamentary trusts, third party trusts, wills, formation of business entities, caregiver agreements, prenuptial agreements, deed preparation, affidavits, health care related documents, and long term and elder care planning.

  • Oklahoma AmeriCorps – Appointed Commissioner by Oklahoma Governor Stitt

  • Continuing Legal Education (CLE) – Speaker on Estate Planning, Probate, & Elder Law

  • Tulsa County Bar Association – Previous Lawyer Referral Service Committee Chair

  • University of Tulsa College of Law – Past President

  • Tulsa Lawyers for Children – Volunteer

  • National Charity League, Inc., Greater Tulsa Chapter – Board Member

  • Tulsa Title and Probate Lawyers

  • Tulsa Estate Planning Forum

  • American Bar Association

  • Oklahoma Bar Association

  • Tulsa County Bar Association

  • Missouri Bar Association

  • ElderCounsel

  • NAELA

  • Co-authored The Elderly Client: Comparing and Contrasting a Guardianship with the Durable Power of Attorney Document in the Event of Incapacity, 79 OKLA. BAR J. 2199 (2008).

  • The Importance of Estate Planning for Later Marriages, THE VINTAGE MAGAZINE, February, 2008 at 24.

J.D., University of Tulsa College of Law, 2005

B.A., Psychology, Oklahoma State University, 1997

Amber Howard Cornelius

Attorney At Law

Amber is a shareholder at Needham & Associates whose practice includes probate, guardianship, estate planning and business planning. As part of her practice, Amber regularly advises families with oil and gas interests on probate and title curative matters as well as on related business matters. In addition, Amber assists clients with trust administration and advises on asset protection strategies. 

Amber is a native Tulsan. She is a member of the Oklahoma Bar Association’s Estate Planning, Probate and Trust Section and of the Tulsa County Bar’s Energy and Mineral Law and Estate Planning, Probate, and Elder Law Sections. She is also a member of the Tulsa Title and Probate Association. She served as a judicial law clerk for the Honorable Terrance Kern in Federal District Court for the Northern District of Oklahoma.  

Prior to practicing law, Amber spent several years in South Africa working for a non-profit organization where she managed access to justice programs. Her current community involvement includes representing abused and neglected children as a volunteer attorney for Tulsa Lawyers for Children and serving on the executive board of the Oklahoma Center for Community and Justice (OCCJ). 

Joelle Fehlauer

Attorney At Law

Joelle Karin Fehlauer is an experienced attorney with a background in oil and gas law.  Her practice primarily consists of complex title examinations, energy contract and lease agreements, and surface use issues.  Prior to law school, Joelle studied Sociology and Criminology at the University of Fraser Valley, British Columbia and at the University of Oklahoma.  Joelle was on the Dean’s Honor Roll, a member of the Oklahoma Intercollegiate Legislature, and in the University of Oklahoma Pre-Law Society. 

 

Joelle entered Law school at the University of Oklahoma School of Law where she received high honors and elected to the Dean’s Honor Roll.  Joelle currently serves on the advisory board to the University of Oklahoma College of Law Professionals and Career Development.  Joelle is active in her service to the Oklahoma Bar Association Access to Justice Committee.  Additionally, she volunteers for the Regional Food Bank of Oklahoma.

  • J.D., University of Oklahoma College of Law, Dean’s Honor Roll, 2012
  • B.A., University of Oklahoma, Dean’s Honor Roll, 2007
  • Oklahoma Bar Association

     

  • Oklahoma Bar Association Access to Justice Committee

     

  • University of Oklahoma College of Law Professional and Career Development Advisory Board

Kyle Eckman

Attorney At Law

Kyle joined the firm’s Oklahoma City office in 2017. Kyle attended the University of Connecticut where he obtained a double major in Political Science and History. Kyle participated in NCAA Division 1 cross country, indoor track, and outdoor track and was a member of the Big East Academic All-Star Team and received the University of Connecticut Director of Athletics Scholar Athlete Award.

 

Kyle obtained his J.D. from the University of Oklahoma College of Law where he graduated with honors. Upon graduation from the University of Oklahoma College of Law, Kyle practiced as an insurance defense attorney with Liberty Mutual Insurance Company. Kyle is active in the Oklahoma City Mineral Lawyers Society and is licensed to practice in Oklahoma state courts and the United States District Court for the Western, Northern and Eastern Districts of Oklahoma.

  • J.D., University of Oklahoma College of Law, with Honors

     

  • B.A., University of Connecticut, Political Science and History

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