Oklahoma Estate Tax Lawyers
People are often surprised by the many estate tax planning and filing matters that arise when a death occurs. There are estate tax matters regarding estate income taxes, fiduciary income taxes (personal representatives, trustees, agents-in-fact, guardians, et. al.), tax planning to ease tax burdens of inheritances and gifts on heirs or beneficiaries or successors to your business---not to mention generation-skipping taxes and representation when you are faced with an adverse estate-related tax decision or audit. In your efforts to avoid unnecessary taxation consider:
Experienced Estate and Business Succession Tax Planning Attorneys
Our attorneys and a team that includes a CPA develop tax plans that fit snugly into your estate plan or business succession plan to protect your wealth and minimize tax exposure both while you are living and after your death.
Preparation of Death, Estate, Gift, and Generation-Skipping Tax Returns
Preparing clients' death, estate, gift, fiduciary and generation-skipping tax returns properly is a hallmark of the Gale Allison team's practice. For an annually updated chart to understand the estate tax law changes, see our Library Handouts.
Representation for Estate-related Audits, Allocations and Adverse Tax Decisions
Ms. Allison and her team assist in court with litigation involving any adverse tax decisions regarding death tax allocations. We are prepared to help clients seek the most favorable outcome in tax litigation cases, whether that involves going to court to settle the matter or at the audit level of the tax return. We are some of the few tax lawyers in the United States who litigate adverse estate-related tax decisions. Work that can be, is done by a paralegal or CPA to control costs. While some individuals seek assistance from non-tax professionals, it is advisable to work with experienced tax professionals when so much is at stake financially.
Contact the Gale Allison team of Oklahoma Gift Tax Lawyers
When you face complex estate tax challenges, we have your best interests in mind. When out of court settlement doesn't work, we have the experience and knowledge to effectively and efficiently advocate for you---with the IRS, and in or out of court. To discuss your tax dispute with an Oklahoma estate tax attorney or for information on another of our practice areas, call Gale Allison at 918-492-4500 or email using the form below. Feel free to learn more in our Asked & Answered Blog.