Estate Planning and Probate
The Estates and Trusts attorneys at Doerner, Saunders, Daniel & Anderson, L.L.P. provide sound and creative advice to individuals and families in structuring estate plans to meet their needs. As part of each estate plan, we consider the impact of federal income, estate, gift, and generation-skipping transfer taxes on the transmission of wealth. We also understand that tax savings, while important, are often a secondary priority for our clients as they decide how and when to transfer assets to their family members and other beneficiaries. In developing and implementing estate plans for our clients, our attorneys not only discuss wills and living trusts with our clients, we also provide counsel on a wide range of other tax and non-tax issues including:
- Business succession planning, including buy sell agreements
- Retirement benefit planning
- Beneficiary designation planning
- Minor's or Crummey Trusts
- Educational Savings Options, including Section 529 Plans
- Techniques to reduce the value of the client's estate such as limited partnerships and limited liability companies, irrevocable trusts, gifting programs, qualified personal residence trusts, and private annuities
- Techniques to freeze the value of a client's estate such as grantor retained annuity trusts and sales to intentionally defective grantor trusts
- Charitable giving techniques such as charitable remainder trusts that may provide our clients with income, estate and gift tax benefits
- Private Foundations and Tax Exempt Organizations
- Entity Valuations
- Durable Powers of Attorney for Property and Healthcare
- Advance Directives/or living wills
While Firm attorneys handle many complex and sizeable estates, most of our work is with hardworking people who have built assets over a lifetime.
In the area of probate law, we represent the personal representatives and beneficiaries of estates. Our practice is focused on guiding personal representatives through the probate process and preparing both federal estate and Oklahoma estate tax returns. We also engage in post-mortem planning to minimize estate taxes.
