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Estate
Planning & Probate
Morrel,
Saffa, Craige, Hicks, Barnhart & Brunton, Inc.’s attorneys are experienced
in matters relating to personal and family asset planning, disposition
and transitioning, estate planning, preparation of wills and trusts,
charitable planning, federal and state estate, gift and income taxation,
probate, and trust administration. In addition, the Firm works with
closely held corporations owned by our clients and their families.
The Firm’s members practice in many areas, including complex
estate planning, legal aspects or distributions from qualified plans
and IRAs, family and public foundations and sophisticated document
preparation.
In
the past several years, the members of the Firm have successfully
completed work for clients for the following matters:
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Transfer
of closely held family companies to children and grandchildren |
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Lifetime
gifting using limited liability companies and other sophisticated
techniques such as GRATS, QPRTS, CRUTS and CLATS |
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Probate
and administration of numerous wills and trusts |
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Family
dispute resolution in estates |
In January of 2006, the firm took on the clients of James L. Sneed
Law Offices. Mr. Sneed, a well respected Tulsa based practitioner
of Estate and Tax law passed away unexpectedly in November of 2005.
The firm was honored to be selected by the Sneed family to carry
on Mr. Sneed's professional legacy. Tracy Beeson, a third-year law
student and assistant to Mr. Sneed, also joined the firm as a legal
intern. In September 2006 she was admitted to the Oklahoma Bar and continues to serve many of the clients she and Mr. Sneed worked with.
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