Experienced Oklahoma Trust & Estate Administration Attorney

With 30 years of experience, attorney Robbie Emery Burke possesses in-depth knowledge about all aspects of trusts and estate issues, including:

  • Estate planning
  • Estate tax issues
  • Executorship duties
  • Guardianship
  • Living wills
  • Living trusts
  • Probate
  • Probate and will disputes
  • Wills drafting and execution

Trust and estate administration attorney

Once a trust is established by a grantor, its operation must be overseen by a qualified administrator. This trustee manages the investment of funds and distribution of assets according to the grantor’s design contained in the trust’s documents. Trust and estate administration requires careful attention to each detail of the grantor’s wishes. A conscientious trustee must have comprehensive knowledge of the law and be scrupulous regarding client service. For more than 30 years, I have provided highly ethical and reliable administration to a variety of trusts, maintaining the fiscal strength of these entities to serve beneficiaries through the intended life of the trust. I am available to provide administration services to new clients on a wide variety of trusts, including:

  • Credit shelter trusts (CST)
  • Incentive trusts
  • Living trusts
  • Generation-skipping trusts
  • QTIP trusts
  • Charitable remainder trusts
  • Irrevocable life insurance trusts

Meticulous administrative services

I have extensive experience in all duties expected of a trust administrator, including:

  • Investment of assets
  • Management of assets
  • Preparation of accountings
  • Preparation of tax returns
  • Distributions to beneficiaries

Advice to trustees

A trustee can be personally liable for mistakes or omissions that result in losses for the trust. I offer sound advice to trustees to ensure accurate and complete compliance with all aspects of trust administration. If you have been named a trustee, I strongly recommend that you retain professional assistance from a trustworthy source. Contact me today.

Probate

I apply my extensive knowledge about Oklahoma probate court to guide you through the complex process of probating a will. I assist executors in all steps of the process, including:

  • Creating a plan of action to probate
    the estate fairly and expeditiously
  • Filing the will with the probate court in
    Oklahoma
  • Closing and opening bank accounts
  • Transferring assets from the deceased to
    the estate
  • Valuating the estate
  • Managing and liquidating assets as appropriate
  • Paying taxes and other debts
  • Locating beneficiaries
  • Hiring professionals and experts when necessary

Probate disputes

When disputes occur between beneficiaries, we successfully represent your interests. I have the knowledge to challenge invalid wills or to defend valid wills against the improper assertions of dissatisfied beneficiaries. I can negotiate between beneficiaries to preserve relationships or fastidiously pursue your rights in court when necessary.

Contact a meticulous estate planning lawyer, Robbie Emery Burke

Call me at 918-592-9003 or contact me online to schedule an appointment.