Our Practice

The firm’s practice is focused in the areas of estate planning/estate administration, wealth transfer taxation (estate, gift and generation skipping transfer taxes), planned charitable giving, incapacity management, entity formation and probate.  The firm has extensive experience representing clients in all aspects of estate planning (e.g., Wills, Trusts, Powers of Attorney, Living Wills), post-death estate administration, and estate tax return preparation.  Its clients range from those with modest-sized estates to those with estates worth over $50,000,000.  A large percentage of the firm's clients are physicians or other professionals.  The firm represents estates before the Internal Revenue Service and Oklahoma Tax Commission.  Its attorneys employ a wide variety of estate tax and income tax reduction planning techniques, including the following:  family limited liability companies, family limited partnerships, intentionally defective grantor trusts, life insurance trusts, charitable remainder trusts, charitable lead trusts and private annuity transactions.  The firm also assists clients and their loved ones with the post-death administration of estates that require a probate proceeding.

Practice Areas

Contact Us

We are located in the Adkins Building at 1233 East 33rd Street in Edmond, Oklahoma (73013).  Our phone number is 405-705-2900, and our fax number is 405-705-2911. 

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Whenever possible our estate planning services are billed on a fixed fee basis. Our fixed legal fees for general estate planning documents range from $1,000 to $4,000, depending upon particular plan documents selected, family situation, and asset complexity. Our goal is to provide high quality, personalized legal services, which include the education of our clients and assistance with asset ownership transfers and beneficiary designation changes.