ATTORNEYS

Expertise

Corporate Law

Corporate Law

Mergers and Acquisitions

Mergers and Acquisitions

Estate Planning

Estate Planning

Administration of Trusts and Estates

Administration of Trusts and Estates

Asset Protection

Asset Protection

Tax Litigation

Tax Litigation

Trust and Estate Litigation

Trust and Estate Litigation

Tax Controversies

Tax Controversies

EDUCATION

  • University of Oklahoma (Bachelor of Arts, 1969)
  • University of Oklahoma College of Law (Juris Doctor, 1972)
    • Order of the Coif, member of the Oklahoma Law Review
  • Southern Methodist University School of Law (Master of Laws in Taxation, 1979)

ADMISSIONS

  • State Bar of Oklahoma
  • State Bar of Texas
  • State Bar of California

EXPERIENCE

  • University of Oklahoma College of Law – Adjunct Professor of Law (1981-present); courses include Partnership Tax, Corporate Tax, Taxation of Oil and Gas Transactions, Tax Aspects of Acquisitions and Mergers
  • Associate with the law firm of Rain Harrell Emery Young & Doke – Dallas, Texas (1976-1979)
  • Captain, United States Air Force, JAGC (1972-1976)
  • Leimberg Financial Services – commentator

PROFESSIONAL ORGANIZATIONS & MEMBERSHIPS

  • Oklahoma Bar Association: Taxation Section – former chairman
  • Texas Bar Association
  • California Bar Association
  • American College of Tax Counsel – fellow (1989-present)
  • American College of Trust and Estate Counsel – fellow (1997-present)

HONORS, AWARDS & RANKINGS

  • Chambers USA 2025 – Tax
  • Oklahoma Super Lawyers – Business/Corporate
  • Best Lawyers in America – Corporate Law, Tax Law, Trust and Estates
  • Chambers USA Guide to America’s Leading Lawyers
  • Best Lawyers in America 2025 – Corporate Law, Tax Law, and Trusts and Estates

NEWS, ARTICLES & PUBLICATIONS

  • Numerous tax articles for Leimberg Financial Services, The Oklahoma Bar Journal, The Texas Bar Journal, and Prentice Hall – Oil & Gas Taxes
  • Estate Planning Magazine: Maximizing Funding of Credit Shelter Trust With Non-IRA Assets, June 2002, Vol. 29, No. 6
  • Estate Planning Magazine: IRS Approves Poorer Spouse Funding Technique, May 2004, Vol. 31, No. 5
  • Estate Planning Magazine: The “Just Enough” Funding Technique: An Innovative New Strategy, June 2008, Vol. 35, No. 6

COMMUNITY INVOLVEMENT

  • Oklahoma Medical Research Foundation: Board of Directors since 1988 – Chairman of the Board (2001-present)
  • Oklahoma City Public Schools Foundation – former member
  • Camp Classen: Board of Directors – former member
  • Oklahoma City YMCA: Board of Directors – former member
  • Britton Christian Church – elder
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