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
Badges
Claimed Lawyer ProfileQ&ASocial Media
Summary

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
  • Elder Law
  • Probate
  • Tax Law
  • Business Law
  • Cannabis & Marijuana Law
Fees
  • Credit Cards Accepted
    Visa, MasterCard, Discover, and PayPal
Jurisdictions Admitted to Practice
OK-Eastern District
Placeholder image for jurisdictions.
OK-Northern District
Placeholder image for jurisdictions.
OK-Western District
Placeholder image for jurisdictions.
Oklahoma
Placeholder image for jurisdictions.
10th Circuit
Placeholder image for jurisdictions.
Federal Circuit
Placeholder image for jurisdictions.
Tax Court
Placeholder image for jurisdictions.
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
-
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
-
Taught "Introduction to Computer" and "Introduction to Management" classes
Director of Planning and Management Analysis
Office of the Governor, State of Oklahoma
-
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.
-
Implemented transportation improvements. Prepared financial analysis of 320+ company stores for Senior Management. Assist Internal Audit Department.
Management Consultant
Arthur Young & Company
-
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)
-
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)
University of Tulsa Logo
Oklahoma State University - Stillwater
B.S. (1983) | Accounting (Major) and Finance (Minor)
-
Honors: Member of Phi Alpha Delta and Beta Alpha Psi.
Oklahoma State University - Stillwater Logo
Jenks High School
Diploma (1980)
-
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.
Placeholder image for education.
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.
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.
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.
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.
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.
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 Association of Elder Planners and Councils
Member
- Current
Placeholder image for professional associations.
Tulsa Estate Planning Forum
Member
- Current
Placeholder image for professional associations.
Choctaw Nation Bar Association
Member
- Current
Placeholder image for professional associations.
Osage Nation Bar Association
Member
- Current
Placeholder image for professional associations.
Cherokee Nation Bar Association
Member
- Current
Placeholder image for professional associations.
Chickasaw Nation Bar Association
Member
- Current
Placeholder image for professional associations.
Seminole Nation Bar Association
Member
- Current
Placeholder image for professional associations.
Muscogee (Creek) Nation Bar Association
Member
- Current
Placeholder image for professional associations.
American Academy of Attorney-CPAs
Member
- Current
Placeholder image for professional associations.
National Academy of Elder Law Attorneys
Member
- Current
Placeholder image for professional associations.
Elder Counsel
Member
- Current
Placeholder image for professional associations.
Oklahoma Bar Association  # 14784
Member
- Current
Placeholder image for professional associations.
Tulsa County Bar Association
Member
- Current
Placeholder image for professional associations.
Oklahoma State Board of Public Accountancy  # 10017
Member
- Current
Placeholder image for professional associations.
Oklahoma Society of Certified Public Accountants  # 7973
Member
- Current
Placeholder image for professional associations.
American Institute of Certified Public Accountants
Member
- Current
Placeholder image for professional associations.
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
38 Questions Answered

Q. What do I do if we need an advance care directive for my mother, but she has dementia?
A: This is a very good question, and a topic at a continuing education conference I recently attended. Ultimately, it does depend on how much her dementia impacts her ability to understand what is going on. Some people may not be able to drive, but can still understand what is going on around them. I have some clients that suffer from "Sundowner's Syndrome" - they do great in the morning but by late afternoon they start to fade. So, we meet in the morning instead of the afternoon. Problem solved. Sometimes it is still possible to proceed with "updating" certain documents if there is a change in the "big picture" scheme of things. For example, this kind of scenario could happen if a Health Care Proxy or Successor Trustee died or moved far away. But, if her condition is very advanced, it may be necessary to have a court appoint a guardian. From your description, it sounds like she did not previously prepare such a document. In this case, I would recommend that you consult with a lawyer to discuss the specific facts of your case further.
Q. My wife has a tax question. Per her divorce decree her and her ex are supposed to alternate years claiming their son.
A: I have worked on several of these cases in the past. Usually, the Judges do a fairly good job of making their instructions clear. If not, the Judge gets to see the case again. Not something they are anxious to do. If it is not clear, I would have your wife's lawyer contact the ex-husband's lawyer to 1.) clarify or 2.) agree to a schedule. If the ex-husband fails to cooperate and insists on claiming the son every year, then it may be worthwhile to have a conversation with your wife's lawyer about filing a motion for contempt of court. I am not trying to be vague, but cautious. If you get too many quarterbacks or lawyers calling the plays in a situation, it can cause a lot of problems.
Q. I pay at least 98% support for grandson n daughter. Can I claim my grandson on income tax?
A: According to the IRS, you can claim someone as a dependent if you provide for more than half of their support. But, this rule can be modified if there is a divorce decree or some other governing document. Assuming that you meet the requirements, I should warn you that it gets more complicated the 2018 tax year. We no longer keep track of how many personal exemptions we get for each person (i.e. the taxpayer, spouse, and dependents). This got changed in December 2017. But, it is possible to get a child tax credit. Therefore, you may want to have a qualified tax professional prepare your tax return for 2018.
View More Answers
Contact & Map
Morrel Law PLLC
6846 S Canton Ave Ste 200
Tulsa, OK 74136-3400
Telephone: (918) 553-3333
Fax: (918) 559-3333