Estate Planning

Milburn & Massey offers some of the most comprehensive estate planning services in Oklahoma.  Mr Milburn is one of only a few attorneys in Oklahoma also licensed as a Certified Financial Planner ®.  Mr Massey is one of the only attorneys with an undergraduate degree is Trust Administration.  We have extensive experience with counseling clients regarding the most effective and appropriate planning for their specific estate and family circumstances.

Our experience includes utilizing the most sophisticated planning techniques for preserving family wealth.  In addition, though we have the experience and capacity to deal with all matters related to planning for high net worth clients, we also offer our experience and expertise to those who do not require complex tax planning.  Whether the estate requires state of the art sophisticated planning techniques or more routine planning documents, our clients can be confident that that we will assist them in understanding the planning options that are appropriate for their goals, family situations, and assets.

We recognize that developing plans for the appropriate and responsible transfer of wealth and dealing with unique family issues requires a high level of attention and sensitivity to the goals and desires of each client. We therefore do not use a “cookie cutter” approach to planning for our clients.  Instead, we work to understand each client’s specific situation and intentions, and we strive to make the planning experience one in which our clients know that all options have been considered and the final results will accurately reflect their wishes. We believe that our relationships with our estate planning clients are based on trust and we work diligently to earn the trust of each of our clients.

To ensure that we can deliver services to our clients that fulfill their goals, our attorneys are extremely qualified and experienced in all aspects of estate planning, including the following:

  • Wills (simple wills to complex tax planning wills)
  • Management (Revocable Living) Trusts
  • Gift Trusts (to receive gifts from family members)
  • Life Insurance Trusts
  • Planning with Charitable Trusts & Foundations
  • Asset Protection Planning
  • Family Entity Planning (Limited Partnerships & LLCs)
  • Marital Property Agreements (Prenuptial & Postnuptial)
  • Succession Planning with Family Businesses

This represents a partial listing of the tools in our tool box. Many other planning options are offered to our clients based upon their specific needs and circumstances.

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1507 N Shawnee
Shawnee OK 74804

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