Estate Planning

Planning for the Future

At Robertson & Williams, we recognize that each client’s situation is unique and we prepare his or her estate planning documents accordingly. No matter the size of your estate, it is important that you prepare for your family’s future by specifying your wishes for the disposition of your property and the guardianship of your minor children. Our attorneys regularly advise clients in everything from simple estate plans to complex estate plans for high net worth individuals. If your situation dictates the need for a trust, our attorneys have the knowledge and expertise to create the trust to best fit your situation, including: 

  • Revocable trusts 
  • Irrevocable trusts 
  • Irrevocable life insurance trusts 
  • Generation skipping trusts 
  • Oklahoma family wealth preservation trusts 

Along with will and trust preparation, we counsel clients in preparation of durable powers of attorney, healthcare powers of attorney and advance directives.

Our estate planning attorneys advise clients regarding charitable planning, including the use of family foundations, charitable remainder or lead trusts and other planning techniques designed to maximize tax benefits. With experience representing a number of nonprofit and charitable organizations, our attorneys also provide a unique perspective and depth of knowledge to clients in not-for-profit arenas.