Trusts and Estates

Transferring property to family members and other beneficiaries has become increasingly complex, necessitating a specialized practice in estate planning, financial planning, estate and trust administration and charitable planning. Crowe & Dunlevy Trusts and Estates attorneys not only have comprehensive knowledge of the applicable tax laws affecting trusts and estates, but also ability to evaluate the financial and other legal consequences of proposed transactions.

Crowe & Dunlevy Trusts and Estates services focus on two general areas: estate planning and trust/estate administration.

Estate Planning Services

Crowe & Dunlevy estate planning attorneys assist individuals in planning for desired tax results and implementing the desired plan, including drafting and executing wills, trusts and other documents. The Firm’s estate planning covers all types of taxes including federal income, estate, gift and generation skipping transfer taxes and Oklahoma income and estate taxes. Our estate planning attorneys also handle issues involving charitable transfers to tax-exempt entities, such as foundations and charitable trusts.

Trusts and Estates Administration Services

Trusts and Estates administration attorneys handle the management and settlement of trusts and estates with the appropriate court's supervision, if necessary, including preparation, filing and audit of federal and state estate and gift tax returns. Should a tax controversy arise, Crowe & Dunlevy represents clients against the Internal Revenue Service and Oklahoma Tax Commission. Our Trusts and Estates tax representation covers audits, administrative appeals and Internal Revenue Service National Office Technical Advice Conferences, as well as trials and appeals before judicial courts. Crowe & Dunlevy represents clients before the following courts:

• United States Tax Court
• United States District Courts
• Oklahoma District Courts
• Oklahoma Supreme Court
• United States Claims Court
• United States Circuit Courts of Appeal
• United States Supreme Court