Profile
Donna J. Jackson: Holistic Elder Law Planning
Donna J. Jackson & Associates, PLLC is a premier law firm in Oklahoma City, Oklahoma devoted to the specialized needs of seniors and individuals with disabilities. Founder Donna J. Jackson is uniquely qualified to handle these complex matters: she is both an Attorney and a Certified Public Accountant (CPA). This dual expertise allows her to craft legal strategies that are not only sound in the courtroom but also tax-efficient. Located in The Village area, the firm provides a warm, supportive environment where families can plan for the future with confidence. Whether you are worried about losing your home to nursing home costs or need to set up a trust for a special needs child, Donna J. Jackson offers the compassionate guidance and technical skill you need.
Specialized Services for Seniors
The firm’s practice is laser-focused on Elder Law and estate protection, ensuring that clients receive the most up-to-date advice in this changing field.
- Elder Law and Medicaid Planning: Nursing home care can wipe out a family’s life savings. As expert Estate Planning Lawyers specializing in elder care, the firm helps families navigate the complex Medicaid (SoonerCare) rules to preserve assets while qualifying for necessary long-term care benefits.
- Special Needs Planning: For families with children or adults with disabilities, the firm drafts Special Needs Trusts (Supplemental Needs Trusts). These legal tools allow beneficiaries to receive an inheritance without losing their eligibility for vital government benefits like SSI and Medicaid.
- Estate Planning and Probate: The firm handles all aspects of Wills Lawyers and Trusts Lawyers services, creating comprehensive plans that avoid probate and minimize taxes. They also assist with VA Aid and Attendance benefits for veterans.
- Tax Planning: With Donna’s CPA background, the firm integrates sophisticated tax planning into every estate plan, addressing income, estate, and gift tax implications.
About Donna J. Jackson
Donna J. Jackson is a nationally recognized leader in estate planning. She holds a Master of Laws (LL.M.) in Elder Law, the highest degree available in this field. She is a member of the National Academy of Elder Law Attorneys (NAELA) and frequently lectures on asset protection. Her multidisciplinary approach-looking at the legal, financial, and personal aspects of aging-sets her apart from traditional attorneys who may look only at the documents.
Why Choose This Firm?
‘We help you protect what matters most… providing peace of mind through comprehensive legal and financial planning.’
Families trust Donna J. Jackson & Associates because:
- Dual Expertise: The combination of CPA and Attorney is rare and incredibly valuable for high-net-worth and complex estates.
- Specialization: They don’t just add elder law to a list of services; it is what they do every day.
- Education: They prioritize client education, ensuring you understand exactly how your plan works.
Convenient Village Location
The firm is located at 10404 Vineyard Boulevard, Suite E, in The Village / Nichols Hills area. This central location near North May Avenue makes it easily accessible from all parts of the city. The office is designed to be accessible for seniors, with a focus on comfort and ease.
Don’t leave your future to chance. Contact Donna J. Jackson & Associates, PLLC today to create a plan that protects your assets and your loved ones.
Specializing In
Elder Law, Medicaid Planning, Special Needs Trusts, VA Benefits, Estate Planning, Asset Protection, Probate
Address & Location
Located in the convenient residential municipality of The Village, in the northern Oklahoma City metropolitan area.
Building Location
It is situated in the single-story brick Vineyard Office Park commercial complex at 10404 Vineyard Blvd, located near Saint Eugene Catholic Church and the Wholeshot cafe.
Suite Access
Enter directly from the ground-level exterior door of the Vineyard Office Park complex. The office is located in Suite E.
Parking Details
Ample free public surface parking is available directly in the parking lots in front of the office suites.
Public Transit
Served by EMBARK Route 003 (N Kelly); nearest stop is at W Britton Rd @ Vineyard Blvd.
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