Special Needs Trust Update **SPONSORED by First Call - Jennifer Tyrl

Date: Monday, March 11, 2024
Time: 11:30am - 1:00pm
Location: DoubleTree Downtown 616 W. 7th Street Tulsa 74127
Speaker: Curtis Shacklett and Stephanie Mitchell, Barber & Bartz

 

 

 

 

https://www.my-firstcall.com/ 

Jennifer Tyrl

 

CURTIS J. SHACKLETT
EDUCATION
• University of Tulsa, B.S. 1967
• University of Tulsa College of Law, J.D. 1979
ADMITTED TO PRACTICE
• Oklahoma 1979
• United States District Court for the Northern District of Oklahoma 1980
MEMBERSHIPS
• Oklahoma Bar Association
• Tulsa County Bar Association, Probate, Estate Planning, and Elder Law Section
• Tulsa Title & Probate Lawyers Association
• National Academy of Elder Law Attorneys (NAELA)
RECENT ACCOMPLISHMENTS
• Tulsa County Bar Association – 2022 Golden Rule Award
PRACTICE AREAS
• Retired (2023)
BIOGRAPHY
Mr. Shacklett, formerly a Director and Shareholder of Barber & Bartz, is now retired. He is a member and past director of the Tulsa Title & Probate Lawyers Association, and a member of the National Academy of Elder Law Attorneys (NAELA). He has served as chairman of the Elder Law Section of the Tulsa County Bar Association, and is a former director and member of the Tulsa Estate Planning Forum. He has served as Chairman of the national Prader-Willi Syndrome Association (USA) as well as current Chairman and past President of the Prader-Willi Syndrome Association of Oklahoma. He concentrated his law practice in the area of estate planning, estate and trust administration, and elder law, with particular interest in estate planning for the disabled.
Mr. Shacklett finds great satisfaction helping families plan for and deal with life transitions, including helping elderly parents or their concerned adult children cope with issues related to health care planning, planning for the life care of their disabled family members, guardianship matters and passing their accumulated wealth in a wise manner for the benefit of their loved ones.

 

STEPHANIE R. MITCHELL
EDUCATION
• Baylor University, B.A. 1991
• South Texas College of Law, J.D. 1995
ADMITTED TO PRACTICE
• Texas 1997
• Oklahoma 1999
• United States District Court for the Northern, Western and Southern Districts of Oklahoma 1999
• United States Court of Appeals for the Fifth Circuit 1997
• United States Court of Appeals for the Tenth Circuit 2001
MEMBERSHIPS
• National Academy of Elder Law Attorneys, Special Needs Planning Section and Oklahoma Chapter
• Oklahoma Bar Association, Estate Planning, Probate and Trust Section
• Tulsa County Bar Association, Estate Planning, Probate & Trust Section
PRACTICE AREAS
• Estate Planning
• Special Needs Planning, including Medicaid Planning
• Probate
• Trust and Estate Litigation
• Guardianship
BIOGRAPHY
Having developed varied practice experience– from plaintiff’s mass and class action work in Texas to insurance defense and estates and trusts here in Oklahoma, Ms. Mitchell brings a unique perspective to her elder law practice. For the past 5 years, she has taken on a special needs planning emphasis while at Barber & Bartz and has loved focusing on vulnerable adults. Gaining an understanding the rules and regulations about social security and Medicaid eligibility has enabled her to help clients craft plans that meet their special and elder needs, family circumstances, and goals.
She is married with two adult children and is a current board member for the National Charity League, Midtown Tulsa Chapter; a former board member of the Junior League of Tulsa and is an active member at First Methodist Church. She is also an ardent supporter of Tulsa Public Schools through the Booker T. Washington Foundation and the BTW Swim Booster Club.

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