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Dale’s Capabilities

Professional Experience

I am a tax, estate planning and business law attorney who holds an AV® Preeminent Rating™, which is Martindale-Hubbell’s highest possible rating for ethical standards and legal ability. I am licensed to practice law in Oklahoma and Texas.

I am experienced and committed to providing smart, creative legal solutions to individuals, families and their businesses, involving:

The creation, planning and evolution of their business or related interests…

  • Business Entity Formation
  • Capitalization + Funding
  • Tax Planning (Local, State + Federal)
  • Asset Protection Planning
  • Life Insurance Planning
  • Business + Strategic Planning
  • Estate + Wealth Transfer Planning (Wills, Trusts + Other Wealth Transfer Tax Planning Strategies, such as IDGTs + GRATs + Family LLCs)
  • Charitable Giving (Taxation, Planning + Strategies, such as Charitable Trusts, Private Foundations + 501(c)(3)’s)
  • Business Succession Planning
  • Business Exit Strategy Planning + Execution

The transactional, operational or people issues confronting them and their business…

  • Non-Compete, Non-Solicitation + Confidentiality Issues
  • Buy-Sell Agreements
  • Negotiation + Drafting of Contracts
  • Mergers, Acquisitions + Reorganizations
  • Purchase and Sale Transactions (Assets + Stock + Real Estate)
    Lending + Finance
  • Real Estate
  • 1031 Like-kind Exchanges (Equipment + Minerals + Real Estate)
  • Executive Compensation + Retirement Planning
  • Risk Management
  • Employee vs. Independent Contractor
  • Other Corporate Governance Issues

The resolution of their individual and business tax problems through…

  • Tax Protests with the Oklahoma Tax Commission + IRS
  • Tax Appeals with the IRS
  • Tax Litigation before District Court + U.S. Tax Court
  • Private Letter Rulings
  • Offer in Compromise
  • Installment Agreement
  • Currently Not Collectible
  • Waiver of Penalties and Interest

Tax counsel for individuals and their businesses regarding…

  • Lien and levy releases
  • Tax Audits
  • Payroll (941) Taxes
  • Trust Fund Recovery Penalty Defense
  • Innocent Spouse Defense

The resolution of individual, business, trust and estate disputes through…

  • Negotiation + Settlement
  • Mediation
  • Litigation
  • Arbitration
  • Appeals

The management and administration of trusts and estates, including…

  • Probates + Guardianships
  • Preparation of Federal Estate and Gift Tax Returns

I can help you decide what you need, and size and deliver the right solutions to handle your legal needs. I pride myself in providing practical legal advice and advocacy to individuals, families and their businesses at whatever stage of the Business Life Cycle, from Start-up to Developing to Mature businesses.