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Reece B. Morrel Jr
Tax Smart. Business Savvy. Trust Worthy.
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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
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)
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- 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.
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- 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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Professional Experience
- JD MBA CPA CGMA AEP®
- Morrel Law PLLC
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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.
- 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.)
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
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.
Certifications
- AccountingSuite Core Certification
- AccountingSuite
- QuickBooks Certified ProAdvisor (Desktop and Online)
- Intuit, Inc.
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.
Professional Associations
- National Academy of Elder Law Attorneys
- Member
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- Elder Counsel
- Member
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- Choctaw Nation Bar Association
- Member
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- Osage Nation Bar Association
- Member
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- Cherokee Nation Bar Association
- Member
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- Chickasaw Nation Bar Association
- Member
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- Seminole Nation Bar Association
- Member
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- Muscogee (Creek) Nation Bar Association
- Member
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- National Association of Elder Planners and Councils
- Member
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- American Academy of Attorney-CPAs
- Member
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- Tulsa Estate Planning Forum
- Member
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- Oklahoma Bar Association # 14784
- Member
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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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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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Fees
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Credit Cards Accepted
Visa, MasterCard, Discover, and PayPal
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
Languages
- English: Spoken, Written
Legal Answers
- 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 ... Read More
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