The Firm’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:
- Transfer of closely held family companies to children and grandchildren
- Lifetime gifting using limited liability companies and other sophisticated techniques such as GRATS, QPRTS, CRUTS and CLATS
- Probate and administration of numerous wills and trusts
- 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.