Meet Rick

Transfer Assets 

Can my father's Trust protect my assets?

September, 2011

demoQ - I am working on my father's trust and started transferring his assets as required.  I like the protection that's provided by his Trust, can I use his trust to protect my assets?  A - Once you have completed all the elements of the trust, including the transfer of assets, the trust is considered finished.  And no, unfortunately you cannot use your father's trust for your assets, but if your father's Trust was completed by us, you are eligible for our preferred client pricing, call us to find out more.  

Current News:

HIPAA Compliance

April 2003

demoThe Health Insurance Portability and Accountability Act (HIPAA) provides protection for release of individually identifiable health information and special release and consent authority to all healthcare providers before medical information can be released.  HIPAA effects documents executed in a trust, as such, it is not grandfathered in which means that it can render executed documents of previous executed Living Trust useless.  Ensure your Living Trust is in compliance with these regulation.  All IntegriTas Living Trust are in compliance with the order. 

Survivors 

Who Contacts  the Survivors? 

December, 2011

demoQ - My father died and I believe he had a trust.  Does the attorney contact me to discuss my dad's last requests?  I don't have the attorney's information and how does the attorney know that he is deceased?  A - Unless the attorney was a friend or the Trustee for your dad, its unlikely he would know that your father passed.  So first, you need to start checking around the house for the trust manual.  Did your dad have a safety-deposit box? Once you have located the manual, you can determine who is the Successor Trustee and who will carry out the provisions of your dad's trust.  If someone else has been named Successor Trustee, you will need to get in contact with that person to ensure they carry out the orders of the trust.

 

Rick R. Hollis, Chief Executor Officer

CEO Rick Hollis
From 198
5 to 2005 Rick R. Hollis was involved in senior executive transitioning for individuals, and Fortune Corporations throughout the United States. In 2007 Mr. Hollis became the General Partner and CEO of IntegriTas offering Estate Asset Risk Management and Trust services.

In 1992 “Ask the Experts” of Business Spot Light featured Mr. Hollis in Time Magazine, US News and World Report, Newsweek, Nation’s Business, Money Magazine, Sports Illustrated, Business Monthly, Changing Times, and Working Women as an “Expert” in career and life planning matters. Mr. Hollis appeared in the Wall Street Journal, numerous articles, on monthly radio shows, and several cable television shows.

Mr. Hollis was asked to serve as one of founding Board Members of the International Association of Career Consulting Firms in Washington D.C. Mr. Hollis served as President from 1994 to 1998 and served on the Board of Directors from 1989-1999, then 2001 to 2003.

In 1992 the NFL Players Union appointed Dynamics Unlimited as one of three firms to assist former players in career and life transitioning. In 1994 Mr. Hollis was asked to transition from NFL Players Union to the National Football League Office to develop a pilot transitioning service for all NFL Teams and Players. Upon completion Mr. Hollis became the first and only recommended transitioning service for the National Football League. Mr. Hollis was named as the Director of Post NFL Transitioning for Teams and Players.

From the early 90’s to late 90’s Mr. Hollis and staff members served Oklahoma City University as Directors of Planning and Guidance for all students.

During the Bush Administration, President George Bush appointed Mr. Hollis to serve on the Small Business Coalition Council. In 1992 Mr. Hollis received the U.S. Presidential Legion of Merit Citation and Medal placing him on the U.S. Presidential Honor Roll.

In the 1989 Mr. Hollis was asked to serve as one of the founding Board Members of the Chairman’s Club and Chairman’s Breakfast for the Oklahoma City Chamber of Commerce. Mr. Hollis was asked to serve as one of the first Board Member for the Small Business Council of the Oklahoma State Chamber.

In 1992 through 1996, Optimist International appointed Mr. Hollis as Lt. Governor, and Assistant Governor for the state of Oklahoma.

Mr. Hollis served in the United States Marine Corps during the Vietnam era.


INTEGRITAS ESTATE SERVICES, LLC
4101 PERIMETER CENTER, SUITE 109
OKLAHOMA CITY, OK 73112

CALL OUR ESTATE PLANNING EXPERTS TODAY
Toll Free: 866.659.6203
Office: 405.602.2700
Fax: 405.602.2858

Email: admin@trustintegritas.com