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Trust Administration

In addition to crafting creative wealth preservation strategies, Mr. Jackson offers complete trust administration services, both during the lifetime of the trustor(s) and following the death of one or both trustors.  During the trustor’s lifetime, Mr. Jackson advises clients regarding the use of notices to beneficiaries when a gift has been made to an irrevocable trust (which are referred to as Crummey notices after the definitive case in this area), and prepares and files gift tax returns and fiduciary income tax returns. 

Following the death of a trustor, Mr. Jackson advises trustees regarding the trustee’s duties, powers and standards, accounting and recordkeeping requirements, management and investment of trust assets, creditor’s rights against trusts and beneficiaries, trustee compensation and lawyer’s fees, subtrust funding, income taxation of trusts, and estate tax returns.

Probate Administration

Mr. Jackson also has considerable experience in probate administration, particularly with the administration of complex estates, including estates involving an ongoing business entity; estates with significant assets, including multiple interests in real property; and estates involving assets in several states.  Mr. Jackson is well-versed in the administration of estates involving estate tax and generation-skipping transfer tax consequences.

Availability as an Expert Witness or Consultant

Mr. Jackson has been called upon by fellow lawyers to serve as an expert witness or consultant in trust and estate litigation or probate litigation matters.  With over 25 years of experience in estate planning and taxation law, Mr. Jackson is available to serve as a proactive partner in litigation, offering an objective evaluation of estate planning documents and taxation issues, strategic support during preparation, innovative approaches to the case, and expert witness testimony at trial.  Mr. Jackson has the unique ability to present complex trust, estate and taxation issues in a clear and understandable manner, a trait that can prove invaluable throughout the litigation process.

Consult Experienced Oklahoma Estate Planning and Taxation Counsel

For a consultation regarding our services, contact The Jackson Law Firm today at (405) 285-9988.  We serve clients throughout Oklahoma, including clients in Edmond, Oklahoma City, Tulsa, and the surrounding areas.