Attorney Profile

Guy W. Jackson is a recognized authority in the areas of estate planning, business planning and wealth preservation.  Mr. Jackson has over 25 years of experience in estate planning and taxation law, and has frequently lectured at state and national bar and other professional programs on topics related to advanced estate planning techniques.  Mr. Jackson is also a prolific writer of articles on estate planning, probate and disability planning appearing in various publications.  Mr. Jackson has attained a rating of "AV", the highest rating attainable, indicating preeminent legal ability and the highest ethical standards, from Martindale Hubbell, the national directory of attorneys. 

Education

Mr. Jackson attended the University of Tulsa and received his B.S.E. from Oklahoma Christian University in 1978.  He received his J.D. degree from the University of Oklahoma College of Law, and is admitted to practice before all Oklahoma State courts, the U.S. District Court for the Western, Northern and Eastern Districts of Oklahoma and the U.S. Court of Appeals, Tenth Circuit.  

Teaching

  • Adjunct Professor of Business Law, Oklahoma Christian University for both undergraduate and MBA students
  • Adjunct Professor, Estate Planning Institute, Michigan State University
  • Adjunct Professor, Academy of Multidisciplinary Practice
  • Faculty Member, Mid-Tier Planning Strategies and Advanced Studies Continuum, Esperti Peterson Institute
  • Frequent program designer and presenter for the Continuing Legal Education department of the Oklahoma Bar Association

Presentations

"Estate Planning for Life Insurance Professionals," "The Irrevocable Trust," "Estate Planning with Charitable Instruments," "The Charitable Remainder Trust," "Asset Protection for the 90's," "Business Continuation Planning with Life Insurance," "Wills and Trusts: Ethical Issues," "Charitable Lead Trusts," "Lessons From the Will of Jackie Onassis," "Ethics in Estate Planning," "Advanced Estate Planning Techniques for Oklahoma," "Estate Planning for Qualified Plans and IRA's," "In Your Client's Best Interest -- Ethical Considerations," "The Effective Use of Disclaimers," "Using Living Trusts as an Estate Planning Tool," "Ethics Issues in Estate Planning," "The Dirty Dozen (Plus a Few More): An Analysis of the Rules Surrounding IRAs and Qualified Plans," "The Initial Client Interview," "Charitable Remainder Trusts for the Uninitiated," "Charitable Lead Trusts: Not a Figment of Your Imagination," "QPRT Case Studies and Discussion," "Business Succession Planning for Mid-Tier Clients," "Asset Protection," "Using Life Insurance in Business and Succession Planning," "The Initial Client Meeting," "Total Return Trusts," "Lifetime QTIP Planning Strategies," "Ethics Issues in Asset Protection Planning," " Professor Wizard and the Magic Whiffle Dust -- Preventing Explosions in Asset Protection Planning," "The Mechanics of QPRTs", "Planning with S Corporations", "What Every Lawyer Should Know about Entity Selection", "The Oklahoma Family Wealth Preservation Trust Act:  Going Alaska One Better or ‘Much Ado about Nothing?’", "Core Skills: Estate Planning Basics," "The Definitive Guide to Drafting Trusts in Oklahoma," "Financial Management of Trusts and Estates," and "The Winds of Change - Opportunities for Planning in 2009." 

Articles

"Estate Planning is for Everyone" "What is Estate Planning," "The Three Gremlins of  Estate   Planning," "What is a Disability," "Delays are Inherent in Disability," "Disability Can Be Costly," "Guardianship Proceedings Are Open to the Public," "Planning for Disability," "Is Probate Really for the Lawyers?," "What is Probate," "Wills Guarantee Probate," "Probate: It Keeps Going, and Going, and Going," "Two Things You Can't Cheat: Death and Taxes," and "Why Durable Special Powers of Attorney are Necessary," "Financing Long-term Care," "Life and Disability Insurance for Seniors," "The Use of Insurance In Preparation of Retirement," and "How to Create a Life Insurance Private Pension with Split-Dollar." 

Professional and Community Affiliations

  • National Network of Estate Planning Attorneys, Founder
  • e.Planners Educational Alliance, Founder
  • Esperti Peterson Institute, Fellow
  • Oklahoma Bar Association, Member, Legal Ethics Committee and program designer for estate planning Continuing Legal Education programs
  • Oklahoma County District Court, Member, Approved Mediation Panel
  • CuttingEdge Current, Contributing Reviewer
  • Baptist Medical Foundation, Member, Continuing Education Committee
  • Oklahoma Lions Service Foundation, Advisor
  • The Kids' Place, Inc., a non-profit organization providing grief services for children, Director
  • AAU Boys Basketball, Commissioner of the Oklahoma Chapter