Personal Services
Along with offering effective business services, Robertson & Williams provides personal legal services for clients in Oklahoma City and throughout the State of Oklahoma. We assist a wide variety of businesspersons and entrepreneurs in need of experienced legal representation for the future distribution and management of their personal finances, including:
- Estate Planning
- Wills & Trusts
- Wealth Management
- Probate Administration
- Business Transition Planning
- Asset Protection
- Generational Planning
Personalized, Comprehensive Estate Planning
We recognize that the situation of each client is unique, and prepare their estate planning documents accordingly. Our attorneys regularly represent and advise clients with estates comprised of large holdings in real estate, extensive business interests, and assets located in more than one state. We craft comprehensive estate plans with the precision needed to realize the specific intent of each of our clients.
Probate and Trust Administration and Litigation
Our attorneys have the requisite knowledge and experience to handle the administration of large and complicated estates. We offer efficient probate administration and trust administration services. If a dispute arises during the course of an administration of an estate, we will vigorously represent the interests of our clients in trust and estate litigation, including will contests, breach of fiduciary duty claims, disputes over the interpretation of estate planning documents, trust termination proceedings, trustee removal proceedings, and disputes over accountings.
Tax and Asset Protection Planning
Our knowledgeable wealth management attorneys regularly advise clients involved in generational planning for their families, including strategies for gift, estate, and generation skipping transfer tax planning. We advise and assist clients in the preparation of family wealth preservation trusts. High net worth businesspersons face a higher risk of exposure to litigation than the average individual. Robertson & Williams also provides asset protection assistance, through the use of multi-generational dynasty trusts, corporate entities, Family Limited Partnerships, Limited Liability Companies, and out-of-state and offshore trusts.
Business Succession and Charitable Planning
Clients often rely on our legal guidance when a family business is being sold or when a family member is retiring. We help clients explore business succession planning options, formulate tax savings strategies for a potential sale, and maximize long-term financial security for their families.
Our estate planning attorneys also advise clients regarding charitable planning, including the use of charitable remainder or lead trusts, and other planning techniques designed to maximize the tax benefits of the client’s contribution. With experience representing a number of nonprofit and charitable organizations, our attorneys also provide a unique perspective and depth of knowledge to clients in the not-for-profit arena.
