Trusts and Estates

Estate Planning, Trusts, and Estates

Conner & Winters attorneys are experienced in all aspects of estate planning, distributions, and the administration of trusts and estates.  We advise clients on 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, we work with closely held corporations owned by our clients and their families. 

Recognized for our excellence

Our attorneys are recognized authorities in many areas, including complex estate planning, tax, legal aspects of distributions from qualified plans and IRAs, family and public foundations, and sophisticated document preparation.  We have created revocable trusts, family partnerships and limited liability companies, charitable remainder trusts, charitable lead trusts and qualified plan beneficiary designation arrangements, and many other planning vehicles.  We have lawyers listed in The Best Lawyers in America for Tax Law and for Trusts and Estates, and who have been selected as Oklahoma Super Lawyers in Tax Law, Estate Planning & Probate, and Nonprofit.

Breadth of experience

In the past several years, the attorneys in this section have successfully completed work for clients involving the following matters, among many others:

• Planning and preparation of complex wills and trusts, including for older generation family members
• Probate and administration of numerous wills and trusts
• Irrevocable trusts and educational trusts funded by parents and grandparents for the benefit of younger family members
• Guardianship matters for minors and incapacitated adults
• Life insurance planning with trusts and financing options for life insurance
• Transfers 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
• Family dispute resolution in estates

Effective help for clients with varied nonprofit purposes

We are also adept at assisting clients — both individuals and entities — with charitable objectives.  We provide practical answers to individuals, families, private foundations, publicly supported charities, support organizations, museums, educational institutions, religious organizations, political organizations, hospitals, donor advised funds, civic groups, social welfare organizations, professional societies, trade associations, and other tax-exempt organizations. 

Offering comprehensive services

Our trusts and estates attorneys routinely rely on Conner & Winters’ other seasoned attorneys to assist our estate planning clients in such areas as banking and finance, bankruptcy, church planning and benefits, alternative dispute resolution, employee benefits, health care, litigation, insurance coverage and counseling, real estate, tax, and tax-exempt organizations.