Alison Patel | Estate Planning

Mccalla Brown Patel LLP

Alison Patel | Mccalla Brown Patel LLP

Rating:

Google Rating:     Google Business Profile

Firm Summary

Alison McCalla Patel’s practice includes representation of individuals and businesses in matters ranging from wealth transfer and succession planning to business formation and transactions. Additionally, Alison has extensive experience advising a broad base of clients, including public and private companies, tax-exempt and governmental clients of all sizes, in corporate, employee benefit and executive compensation matters. Alison has significant experience reviewing, designing and drafting various forms of retirement plans (401(k), 403(b) and 457(b) plans) and advising clients on ERISA and tax compliance matters related to such plans. She has also developed an expertise in executive compensation and equity arrangements (457(f), severance, employment, SERPs, nonqualified deferred compensation plans, stock options, restricted stock and appreciation rights) and assists clients with designing and drafting such arrangements to be exempt from or compliant with Section 409A.

Alison regularly represents employee benefit clients in dealings with the Internal Revenue Service and Department of Labor, including plan audits, determination letter submissions and voluntary corrections utilizing the Employee Plans Compliance Resolution System (EPCRS), the Internal Revenue Service’s voluntary correction program.

Education:

J.D., with honors, University of Oklahoma, 2006
Order of the Coif (top 10% of graduating class)
Comfort Scholar
Recipient, 7 Academic Achievement Awards (highest grade in course)
Oklahoma Law Review
B.S. (Accounting), Oklahoma State University, 2003

Practice Areas:
Employee Benefits and Executive Compensation
Estate Planning, Wills and Trusts
Probate and Ancillary Probate
Business Formation, Governance and Transactions
Oil & Gas/Mineral Rights
Agriculture Law
Real Estate

Memberships and Honors:
Oklahoma Bar Association
Southwest Benefits Association
Grady County Minerals Association
Oklahoma Super Lawyers’ list of “Oklahoma Rising Stars” (2013 – 2020)

Bar Admissions:
State of Oklahoma, 2006