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Oklahoma City Trusts and Estates Lawyers Help Clients Create a Legacy

Strategic advisers find innovative ways to safeguard and distribute assets

Regardless of your age or financial situation, establishing a suitable estate plan formalizes your intentions, safeguards your loved ones and provides the security you deserve. The knowledgeable trusts and estates lawyers at Denker & Zuhdi, PLLC in Oklahoma City find innovative ways to help clients throughout Oklahoma accomplish their goals. We create a thorough strategy to preserve and transfer assets using trusts, wills and other legal directives. Whether you’re looking to start the planning process, seeking to review existing arrangements or considering adjustments based on changes in your relationships or financial circumstances, our experienced attorneys offer honest, professional guidance.

Skillful attorneys create all types of trusts for individuals and families

Our accomplished Oklahoma estate planning attorneys offer personalized counsel and clearly outline how you and your intended beneficiaries might benefit from different types of trusts, such as:

  • Irrevocable trusts — Placing assets into an irrevocable trust gives people the ability to reduce the size of their estate, protect property from creditors and possibly gain tax advantages. Once established, the terms of these trusts cannot be revised by the creator, so we’ll make sure that you have a detailed understanding of the trust instructions and how they will be carried out.
  • Revocable trusts — By creating a revocable trust, a person can appoint a trustee to carry out their directions, but the grantor (the trust’s creator) can alter the terms or dissolve the trust if their situation or objectives change.
  • Living trusts — Many individuals and families choose living trusts to hold and distribute their assets. These revocable trusts give creators the ability to access whatever they need during their lifetime and then pass the remaining property to designated beneficiaries outside of the probate process.
  • Special needs trusts — Parents and other loved ones who are concerned about the ongoing financial needs of disabled family members can establish a special needs trust suited to their circumstances. If you’re considering this type of instrument, we can address key concerns such as long-term administration and Medicaid eligibility.

No matter how simple or complex your estate might be, our attorneys prepare sound, enforceable trusts that complement wills and other elements of our clients’ overall estate plans.

Thorough firm handles a full range of trust administration tasks

After a trust is created, the trustee has a fiduciary duty to act in accordance with the directions drafted by the instrument’s creator. Should you opt not to serve as trustee, our firm has the legal knowledge and practical experience to administer trusts correctly and efficiently. Whether you’re looking to fund a charitable cause, pass assets on to loved ones or achieve any other goal, we’ll honor your wishes, eliminate unnecessary expenses and address any conflicts that arise.

Proven advocates represent parties in disputes relating to trusts and estates

When actual or potential beneficiaries contest the language or execution of a trust, the dispute can deplete its value and frustrate the wishes of the trust creator. In matters involving alleged fraud, undue influence, lack of capacity or breach of fiduciary duty, our attorneys will analyze the competing interests and advise you how the law applies. From there, we’ll work diligently to assert your legal rights and achieve the proper result while minimizing expense and hassle.

Contact an experienced Oklahoma City trusts and estates attorney for a free consultation

Denker & Zuhdi, PLLC provides knowledgeable guidance on trusts and other estate planning matters. Please call 405-946-5533 or contact us online today to schedule a free consultation at our Oklahoma City office.

Testimonials
  • "They always provided reliable and thorough work, and consistently provides a quick response. As a solid business partner, the firm handles our legal needs for corporate contracts and real estate acquisitions, but also handles family matters and is invested in my business as more than just another customer. I know that any time I have legal needs, I can rely on the firm to provide efficient, outstanding results." - –David Ross Chairman and CEO TriCorps Security

  • "Our CPA Firm has a long relationship with Denker & Zuhdi. We frequently use the Firm for our legal needs as well as to refer our Clients. We want our Client base to have the best Legal representation possible. The firm has always provided very Professional Services to ourselves and our Clients and we have the utmost confidence in the services provided." - –Hamilton & Associates, CPA Carl Hamilton Anna Hamilton

  • "Having been one of the largest buyers of foreclosures in the state for nearly 30 years, it is the nature of our business to be involved in litigation. We chose Rick Denker as our attorney by using the best method possible. He represented the other side. During this litigation, we saw an intelligent, hard-working man who had common sense. He attempted to resolve the case in the best interest of his client quickly instead of just running up the legal bills. During the past several years that he has represented us, we have been very pleased with his success and would highly recommend him." - –Tana Parks, owner of Ted Parks LLC and Winfield Investments LLC, Tulsa, Ok

  • "“I believe Rick takes a common sense approach to complex issues and looks for the best resolution in a timely fashion. Rick is very approachable and is easily accessible. Rick has been around in Oklahoma City awhile and knows who to talk to and where to go to take care of your legal issues.”" - –Doug Summers President, Paleo, Inc

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