Education
- Oklahoma State University - B.S. 1976
- University of Tulsa College of Law, J.D. 1981
- Southern Methodist University Law School, LL.M., Estate Planning & Taxation 1983
Admitted To Practice
- Oklahoma 1982
Memberships
- Oklahoma Bar Association
- Tulsa County Bar Association
- Oklahoma Society of Certified Public Accounts
- American Institute of Certified Public Accounts
Accomplishments
- Certified Public Accountant, 1978 - Current
- AV Rated by Martindale-Hubbell Peer Review since 1996
- Bar Register of Preeminent Lawyers
- Oklahoma’s Top Rated Lawyers
- Tulsa’s Top Lawyers
- Adjunct Professor, University of Tulsa Masters of Tax Program, for 15 years in corporate taxation, estate and gift taxation and corporate mergers and acquisitions
- Conducted Estate Planning Seminars for Physicians
Practice Areas
- Business Organizations
- Mergers and Acquisitions
- Transition and Succession Planning
- State and Federal Taxation
- Estate Planning
- Simple Wills
- Complex Wills and Trusts
- Tax-Sensitive Planning
- Private Foundations
- Business Succession
- Asset Protection and Management
- Trust Administration
- Fiduciary Consulting and Representation
Biography
Growing up in Tulsa, we were always close to the “woods”. As kids, we would hike the woods during the day and ride our bikes downtown at night. Later, we played never ending games of sandlot baseball, football, and basketball – whatever was in season. We enjoyed a sense of freedom that I fear most children no longer experience. My wife, Donna, and I met while attending OSU. We have both since learned much about life watching our three children grow into remarkable adults.
I commenced my legal career in private practice. I was then recruited by an out of state Fortune 300 Company where I was primarily involved with mergers and acquisitions. I returned to Tulsa to join a regional hotel chain, a startup with national aspirations, as its General Counsel and I subsequently participated in two startups as General Counsel and CFO. During this same time I reestablished my private practice with an emphases on estate planning and business matters.
My practice is now focused primarily on estate planning. I really enjoy the challenge of helping high net worth clients adopt tax efficient structures. But I also get great satisfaction helping others adopt plans that meet their family objectives.