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.