Info Booklets

Business Resources:

Business Organizations Paper

Director Duty Paper

Financing Strategies for Start-up Companies

Private Placement Offering Checklist

Due Diligence Checklist For Real Estate Purchase

Family Mineral Companies

Considerations In Going Public

Considerations In Going Public For a Smaller Issuer

Estate Planning Resources:

Estate Planning Introduction Paper
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Estate Planning Wills Paper

Estate Planning Trusts Paper

Estate Planning Transfers on Death Paper

Estate Planning Additional Planning Paper

Successor Trustee Instructions

Revocable Trust Instruction Checklist

Oklahoma Family Wealth Preservation Trusts

Instructions For Estate Administration With Will

Instructions For Estate Administration Without Will

Short Guide to Offshore Planning

Personal Representative Instructions

Asset Protection Planning Tools

Sample Statutory “Will”

Oil & Gas Resources:

How Do I Fix That? – Fixing Title Defects in Oklahoma