Reece B. Morrel Jr

Reece B. Morrel Jr

Tax Smart. Business Savvy. Trust Worthy.
  • Estate Planning, Elder Law, Probate ...
  • OK-Eastern District, OK-Northern District, OK-Western District, Oklahoma
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Lawyer Rating and Reviews
Legal Knowledge
5.0/5.0
Legal Analysis
5.0/5.0
Communication Skills
5.0/5.0
Ethics and Professionalism
5.0/5.0
Paul D Crocker
Paul D Crocker July 19, 2019
Rating: 10 Lawyer Rating - 10 out of 10
Mr. Morrel brings a wealth of experience and education, in a variety of fields, to his clients to craft, organize and execute a plan that seeks to achieve his clients' goals in the best manner possible.
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Biography

Growing up around my father's law office, he never told me that I had to be a lawyer. Instead, he introduced me to a potpourri of bank presidents, big business executives, bookies, brain surgeons, car dealers, chiropractors, circus owners, doctors, dentists, farmers, Harlem Globetrotters, horse breeders, house wives, judges, machine shop owners, ministers, movie producers, oil and gas executives, orthodontists, petroleum engineers, plumbers, ranchers, restaurant owners, rocket scientists, salesmen, small business owners, video game developers, welders, winemakers, and zookeepers - just to name a few. But I soon understood the most important thing of all - they were people that just needed help.

For me, I realized that I enjoyed the variety of the challenges - "eating at the buffet" - since no two days were ever the same. And since I was really good at math and enjoyed puzzles, I decided to prepare myself for a such a career. I decided to become a lawyer.

After graduating from law school in 1991, I joined my father's firm. I did take a brief sabbatical in 1992-1993 to work for the Office of the Governor for the State of Oklahoma. While serving as the Director of Planning & Management Analysis, I designed the very first PC network implemented in the Governor's office. Our efforts also include the installation of Lotus Notes which was featured in a USA Today article in 1993.

As my father neared retirement, I decided to take my own advice and use a limited liability company. So, I started my own law firm and founded Morrel Law PLLC in August 2016.

So, how can I help you and your family today?

P.S. I love my job

Practice Areas
Estate Planning
Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
Elder Law
Probate
Probate Administration, Probate Litigation, Will Contests
Tax Law
Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
Business Law
Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
Cannabis & Marijuana Law
Marijuana Business Formation, Medical Marijuana
Video Conferencing
  • FaceTime
  • Zoom
Fees
  • Credit Cards Accepted
    Visa, MasterCard, Discover, and PayPal
Jurisdictions Admitted to Practice
OK-Eastern District
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OK-Northern District
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OK-Western District
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Oklahoma
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10th Circuit
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Federal Circuit
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Tax Court
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Languages
  • English: Spoken, Written
Professional Experience
JD MBA CPA CGMA AEP®
Morrel Law PLLC
- Current
Advise and counsel individual and business clients with a focus in the areas of taxation, business law, estate planning, elder law and wealth management.
Partner
Morrel & Morrel PC
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Advise and counsel individual and business clients with a focus in the areas of taxation, business law, estate planning, elder law and wealth management.
Adjunct Professor
Tulsa Community College
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Taught "Introduction to Computer" and "Introduction to Management" classes
Director of Planning and Management Analysis
Office of the Governor, State of Oklahoma
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Designed and implemented the first PC network for the Office of the Governor. Installed Lotus Notes software. Implementation was featured in USA Today.
Financial Analyst
OTASCO, Inc.
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Implemented transportation improvements. Prepared financial analysis of 320+ company stores for Senior Management. Assist Internal Audit Department.
Management Consultant
Arthur Young & Company
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Conducted computer training for Walmart Stores Inc. (Bentonville AR), Phillips Petroleum Company (Bartlesville OK) and IBM Product Centers (Dallas TX, Memphis TN and Nashville TN). Investigate transportation system for chain of retail stores (OTASCO, Inc.)
Education
University of Tulsa College of Law
J.D. (1991)
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Honors: American Jurisprudence Award for Contracts I (Fall 1988) and Agency & Partnership (Fall 1989)
University of Tulsa College of Law Logo
University of Tulsa
MBA (1987)
Activities: Graduate Assistant (Department of Quantitative Methods and Statistics)
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Oklahoma State University - Stillwater
B.S. (1983) | Accounting (Major) and Finance (Minor)
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Honors: Member of Phi Alpha Delta and Beta Alpha Psi.
Oklahoma State University - Stillwater Logo
Jenks High School
Diploma (1980)
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Honors: Top 10% of class. 1st Place Oklahoma & National DECA Conference (Petroleum Marketing. Master Employee Series.)
Activities: Student Council Treasurer. Founding member of Speech & Debate team.
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Awards
Best Tax Attorney in Tulsa
Three Best Rated
Handpicked Top 3 Tax Attorney in Tulsa, Oklahoma. The 50-Point Inspection includes customer reviews, history, complaints, ratings, satisfaction, trust, cost, and their general excellence.
Best Estate Planning Attorney in Tulsa
Three Best Rated
Handpicked Top 3 Estate Planning Attorney in Tulsa, Oklahoma. The 50-Point Inspection includes customer reviews, history, complaints, ratings, satisfaction, trust, cost, and general excellence.
10.0 Justia Lawyer Rating
Justia Inc
The Justia Lawyer Rating and Reviews system is intended to give consumers and attorneys a useful metric by which to evaluate and compare lawyers before deciding to hire or associate with them. The Justia Lawyer Rating and Reviews provide valuable insight from peers and colleagues personally familiar with the lawyer’s work. By quantifying this insight into a score between 1 and 10 based on reviews by other lawyers, we hope to add a level of ease and transparency to the process of finding a lawyer who may be a good fit for your needs.
Endorsed Local Provider for Tax Services
Dave Ramsey Organization
ELPs (Endorsed Local Providers) earn Dave Ramsey’s recommendation through their track record of success and commitment to fantastic customer service.
Best Tax Attorney in Tulsa
Three Best Rated
Handpicked Top 3 Tax Attorney in Tulsa, Oklahoma. The 50-Point Inspection includes customer reviews, history, complaints, ratings, satisfaction, trust, cost, and general excellence.
Best Estate Planning Attorney in Tulsa
Three Best Rated
Handpicked Top 3 Estate Planning Attorney in Tulsa, Oklahoma. The 50-Point Inspection includes customer reviews, history, complaints, ratings, satisfaction, trust, cost, and general excellence.
Client Champion Platinum
Martindale-Hubbell
Martindale-Hubbell’s Client Champion awards recognize those attorneys who excel at service as affirmed by their clients. The awards, based on the quantity and quality of an attorney’s Martindale-Hubbell client reviews, demonstrate an ongoing commitment to delivering excellent client service.
10.0 Justia Lawyer Rating
Justia Inc
The Justia Lawyer Rating and Reviews system is intended to give consumers and attorneys a useful metric by which to evaluate and compare lawyers before deciding to hire or associate with them. The Justia Lawyer Rating and Reviews provide valuable insight from peers and colleagues personally familiar with the lawyer’s work. By quantifying this insight into a score between 1 and 10 based on reviews by other lawyers, we hope to add a level of ease and transparency to the process of finding a lawyer who may be a good fit for your needs.
Silver Pen Award
Oklahoma Society of CPA's
CPA Focus Magazine for the Article "You Win Some, You Lose Some"
American Jurisprudence Award - Agency & Partnership
University of Tulsa College of Law
American Jurisprudence Award - Contracts 1
Unversity of Tulsa College of Law
Professional Associations
National Academy of Elder Law Attorneys
Member
- Current
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Elder Counsel
Member
- Current
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Choctaw Nation Bar Association
Member
- Current
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Osage Nation Bar Association
Member
- Current
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Cherokee Nation Bar Association
Member
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Chickasaw Nation Bar Association
Member
- Current
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Seminole Nation Bar Association
Member
- Current
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Muscogee (Creek) Nation Bar Association
Member
- Current
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National Association of Elder Planners and Councils
Member
- Current
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American Academy of Attorney-CPAs
Member
- Current
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Tulsa Estate Planning Forum
Member
- Current
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Oklahoma Bar Association  # 14784
Member
- Current
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Tulsa County Bar Association
Member
- Current
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Oklahoma State Board of Public Accountancy  # 10017
Member
- Current
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Oklahoma Society of Certified Public Accountants  # 7973
Member
- Current
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American Institute of Certified Public Accountants
Member
- Current
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Publications
Articles & Publications
Geronimo and Gambling Taxes: The Story Behind a Legendary Warrior Can Prepare You For Tax Time (Strictly Slots Magazine)
Strictly Slots Magazine
Taxation of Recreational Gamblers: An Overview of How to Report Wagering Gains and Losses
EA Journal
You Win Some, You Lose Some: Know How to Correctly Report the Wagering Gains and Losses of Recreational Gamblers
CPA Focus Magazine
Taxation of the Gambler
@Law Magazine
Taxation of the Recreational Gambler
Tulsa Lawyer Magazine
Lady Luck Gambling Diary: Slot Machine Edition (out-of-print)
Lady Luck Publications LLC
The IRS’s Knockout Punch: The 100 Percent Penalty for Failure to Collect or Pay Over Tax
Oklahoma Bar Association Journal
Routing Special-Education School Buses
Interfaces Magazine
Speaking Engagements
Federal Taxation of Medical Marijuana, 2020 Annual Meeting, Stillwater, Oklahoma
Oklahoma Lacerte Users' Group
Federal Taxation of Medical Marijuana, December Meeting, Tulsa Summit Club
Tulsa Tax Club
Federal Taxation of Medical Marijuana, Fall Continuing Education Series, Tulsa, OK
Tulsa Chapter of the Oklahoma Society of CPAs
Medicaid Planning, Fall Continuing Education Series, Tulsa, OK
Tulsa Chapter of the Oklahoma Society of CPAs
Taxation of the Gambler, Oklahoma Bar Association Webinar, Oklahoma City, OK
Oklahoma State Bar
Since 1934, the proper tax treatment of gambling income and losses has been one of confusion, misinformation and much litigation. The webinar dispels many of the gambling tax myths and shares insights into this complex area.
Amazing Grace and Taxes: The Unmerited Favor of Uncle Sam, Fall Continuing Education Series, Tulsa OK
Tulsa Chapter of the Oklahoma Society of CPAs
Amazing Grace and Taxes: The Unmerited Favor of Uncle Sam, Summer Conference, Tulsa OK
Campus Ministry United
Amazing Grace and Taxes: The Unmerited Favor of Uncle Sam, Annual Meeting, Enid OK
Oklahoma Society of Accountants
Gambling Tax Update, Annual Meeting, Enid OK
Oklahoma Society of Accountants
Identity Fraud Update, Annual Meeting, Enid OK
Oklahoma Society of Accountants
Ethics Case Study: Change in Marital Status of Clients, Annual Meeting, Enid OK
Oklahoma Society of Accountants
Management of Digital Assets, Annual Meeting, Enid OK
Oklahoma Society of Accountants
Identity Fraud, Annual Meeting, Enid OK
Oklahoma Society of Accountants
Ethics: What is Your Duty?, Fall Continuing Education Series, Tulsa OK
Tulsa Chapter of the Oklahoma Society of CPAs
Ethics: What is Your Duty?, Annual Meeting, Enid OK
Oklahoma Society of Accountants
Taxation of the Gambler, Lacerte Users Group, Stillwater OK
Oklahoma Society of Accountants
Taxation of the Gambler, Annual Meeting, Enid OK
Oklahoma Society of Accountants
Deal With It! The Gambler, Winter Continuing Education, Tulsa OK
Tulsa County Bar Association
Basic Estate Planning, Annual Meeting, Enid OK
Oklahoma Society of Accountants
Certifications
AccountingSuite Core Certification
AccountingSuite
QuickBooks Certified ProAdvisor (Desktop and Online)
Intuit, Inc.
Websites & Blogs
Website
Morrel Law PLLC Website
Website
Personal Website
Blog
Morrel Law PLLC
Legal Answers
39 Questions Answered
Q. My 83 year old father is being scammed and he’s sending money to who he thinks is a 20 year old that’s wanting to marry
A: To better answer your question, I need to read his POA and the Living Trust. However, the problem with both documents is that they are REVOCABLE by him. As a result, you may need to begin guardianship proceedings in the County where he lives. A judge can only remove a court-appointed guardian.
Q. My dad divorced my mom and remarried,he died without a will in Oklahoma. How do I get my share of his estate??
A: If a person dies without a will, they have died "intestate."

The next step is for someone to file a "Petition for Probate" and describe how a search for the will was made but no will was found.

The Probate Court then looks to the default distribution rules for heirs as described in the Oklahoma Statutes, and acts accordingly.

To answer your question directly - "How do I get my share of his Estate?" - a petition for probate must be filed.
Q. If partner operates 2nd clinic under same name as 1st with II does contract apply to both, entitled 2 profit from both?
A: Quite frankly, I think the "payout" is the least of your concerns right now.

Obviously, the place to start is with whatever contract, operating agreement (LLC), partnership agreement or shareholder agreement (corporation) you may have. These documents frequently make reference to a "fiduciary" duty which covers such situations.

But I have several other concerns. For example, is the partner using the same tax id number? If so, this could cause problems when it comes time to file income tax returns or employment tax returns with both the federal and state governments.

This could also cause problems with workers compensation, malpractice insurance, general liability insurance, etc. - especially since the partner has "confused" the market with a clinic operating under the same name.

From a marketing standpoint, it continues to get worse. If they have claimed the Google My Business" account, then they can designate your location as "closed" and it will make it very difficult for someone to find your existing clinic.

I would strongly recommend that you contact a lawyer as soon as possible to discuss this situation in more detail.
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Contact & Map
Morrel Law PLLC
6846 S Canton Ave Ste 200
Tulsa, OK 74136-3400
US
Telephone: (918) 553-3333
Fax: (918) 559-3333