Estate Planning, Trusts & Probate

Comprehensive estate planning is a mainstay of our practice. From the preparation of simple wills to complex trusts, lifetime giving plans, charitable giving and retirement planning, we work with our clients to preserve and protect family assets.

Our estate planning and corporate attorneys work closely to assist owners of closely-held businesses to provide for transition in ownership to the next generation. We believe that individual estate planning and business planning must be complementary and consistent.

Our expertise in probate matters involves planning and administering estates for minimal tax impact on the family to ensure the timely and orderly settlement of the estate.

Our attorneys pay particular attention to Internal Revenue Service and Oklahoma Tax Commission estate tax rules, orders and cases. We have probate experience ranging from large complex estates with significant tax implications to small estates requiring only limited action to meet immediate family needs. We do numerous ancillary probates each year.

Our attorneys also work closely with other professionals in the financial planning, accounting, banking, insurance, and litigation areas to meet each client's unique needs.

Our services include preparation of:

• Wills
• Advanced Directives for Health Care
• Powers of Attorney
• Revocable trusts
• Irrevocable life insurance trusts
• Generation skipping trusts
• Special needs trusts for children or grandchildren
• Various charitable trusts
• Innovative techniques to transfer the net worth of an older generation to a younger generation with reduced estate tax consequences.

Practicing Attorneys

• C. Temple Bixler
• James F. Davis
• Valerie R. Devol
• Jacquelyn V. Duffy
• Cheri Gray
• Lynn O. Holloman
• Timothy M. Larason
• Robert B. Milsten
• Mark H. Price
• Roland Tague
• Anne E. Zachritz