Jerry has practiced law in central Oklahoma since 1975.His practice has been devoted exclusively to estate planning and elder law. He has been a member of the Oklahoma Bar.Jerry is a founding member of WealthCounsel, LLC. He is a certified Elder Law Attorney by the National Elder Law Foundation. In addition, he is a Fellow in the Esperti Peterson Institute Masters Program, member of the National Academy of Elder Law Attorneys, and a member of the Academy of Special Needs Planners. In 2000, he became an adjunct instructor of The Academy of Multidisciplinary Practice at Michigan State University. He became an accredited attorney for assisting people in obtaining their VA Benefits in 2008.
In addition to these prestigious professional affiliations, Jerry is a contributing author oftwopopularestateplanning books,Legacy, Plan Protect, and Preserve Your Estate and Generations: Planning Your Legacy.In 2008, he was a contributing author of the American Institute of Certified Public Accountants handbook, “The CPA’s Guide to Long-Term Care Planning.”
An often requested speaker on estate planning and elder law, he frequently presents seminars explaining why trusts are often the planning method of choice for protecting your assets from probate and how they can help protect your estate from nursing home costs, income and estate taxes and lawsuits.His expertise in estate planning and elder law has helped him build a successful practice throughout Central Oklahoma.
*Certified as an Elder Law Attorney by the National Elder Law Foundation as accredited by the American Bar Association.Certification of attorney’s specialty is not recognized by the Oklahoma Supreme Court except for Admiralty Law and Patent-Copyright Law.
ANGELA TRAVIS, Associate Attorney
Angela is an associate of the law firm of Jerry D. Balentine, P.C. and Associates.Mrs. Travis obtained her Juris Doctorate degree with distinction from the University of Oklahoma in 2005.The primary focus of Mrs. Travis’s practice is on estate administration, estate tax, probate and guardianship law. In 2004, Angela came to work for the firm as an intern while she was a student at the University of Oklahoma.She and her husband live in Midwest City with their two children.She is an active member of the Midwest City Community Church of the Nazarene.
KARLEEN STREET, Trust and Estate Coordinator Karleen joined the firm in 1990.She is the Coordinator of the Trust and Funding Department.With 20 years of legal experience, Karleen assists the attorneys in estate planning, real estate, corporate, and trust administration matters.Prior to coming to our firm, Karleen had a background in banking and oil and gas.She and her husband live in Piedmont with their two daughters.She is an active member in the Cherokee Hills Christian Church. TANDA ULM, Office Coordinator Tanda joined the firm in 1997 as our Office Coordinator.After working several years in sales, customer service, and the government, she brought her love of people and office experience to the firm.She handles our calendars and appointments, marketing, and general office duties.In addition, she is Mrs. Balentine’s legal assistant.She and her husband live in Edmond.
Heritage Law Center Jerry D. Balentine, P.C. & Associates Chase Bank Building, Suite 305 6303 North Portland Oklahoma City, Oklahoma 73112 Tel: 405-946-4500 Fax: 405-946-4757 E-Mail: info@balentinelaw.com Internet: http://www.heritagelawcenter.com
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting, or specific advice to your situation.
