Swain Trusts & Estates Law is a specialized legal practice offering sophisticated, personalized services in estate planning, trust administration, and tax strategy for clients in Oklahoma City and the surrounding area. The firm stands out for its commitment to building long-term partnerships with clients, providing modern, cutting-edge legal solutions tailored to each family’s unique circumstances and goals.
The team of dedicated, experienced professionals works collaboratively with clients’ accountants and financial advisors to identify objectives, navigate tax consequences, and protect family legacies. They focus on generational wealth planning, asset protection, and business growth, ensuring clients are prepared for any scenario, including death or disability, while keeping all documents updated in both paper and digital formats.
Services Offered
- Estate Planning
- Trust Creation and Administration
- Tax Strategy and Reduction for Estates and Income
- Family Office Services for Generational Wealth Planning
- Business Services for Startup and Growth
- Asset Protection Planning
- Probate and Estate Administration
- Legal Support for Philanthropic Goals
- Real Estate Matters Evaluation and Advice
- Portability Elections and Estate Tax Exemption Guidance
Serving the greater Oklahoma City area, the firm emphasizes ongoing client relationships and stays informed on evolving laws such as the Corporate Transparency Act, ensuring clients receive current, strategic advice for both immediate and long-term needs.
