WHAT SETS US APART
As strategic partner to our clients, we help evaluate and pursue legal strategies that meet philanthropic, business, and wealth transfer goals, while simplifying estate plans wherever possible.
In addition to preparing the legal documents for your estate plans, our staff helps ensure your trust is fully “funded.” Funding your trust is the process of transferring your assets from you to your trust. To do this, the titles of your assets are changed from your individual name (or joint names, if married) to the name of your trust. Beneficiary designations are also changed. Our staff will assist you with this process, coordinating with your financial advisors and others for up to 60 days after the signing of your estate planning documents.
Christin V. Mugg
Bria Moore Winston
Jennifer L. Atkinson
Rebekah Martin Burchfiel
Human Resources Director
What We Do
As strategic partner to our clients, we help evaluate and pursue legal strategies that meet philanthropic, business, and wealth transfer goals, while simplifying estate plans wherever possible. We have intentionally focused our practice to provide counsel to clients in the areas of estate planning and family business planning. We partner with clients in all stages of life and are here when life’s circumstances change.
COMPREHENSIVE ESTATE PLANNING
We provide estate planning for simple and complex situations, and employ a wide variety of tax and business planning techniques, including: limited liability companies, family limited partnerships, intentionally defective grantor trusts, life insurance trusts, charitable remainder trusts, and charitable lead trusts.
Whether you have lost a spouse, parent or other loved one, we will guide you through the trust administration process compassionately and efficiently. We work closely with financial advisors and accountants to marshal and value the assets of the estate, settle claims against the settlor's estate, and transfer trust assets to the intended beneficiaries as quickly as possible. We are able to file federal estate tax returns if required.
Probate is the legal process of proving the validity of a will and distributing a person’s property after their passing. At Mugg Winston, it is is our goal to make this journey as simple and easy for our clients as possible. We take as much as we can off your plate so you can focus on what matters.
SMALL BUSINESS ADMINISTRATION
If you need help creating, maintaining, or planning for your small business, Mugg Winston is here! We assist in filing the documents you need to remain in good standing, keeping minute books up to date, and many other aspects of managing your small or family business. In addition to helping clients create and plan for their businesses, Mugg Winston’s attorneys serve as the registered agent for hundreds of Oklahoma companies.
Our goal is to give you confidence that your assets and health matters will be handled efficiently and as you desire.
Charitable Remainder Trusts
Charitable Lead Trusts
Donor Advised Funds
Trust Construction Actions
REAL PROPERTY TRANSFER DOCUMENTS
Entity Formation and Maintenance
Registered Agent Services
Business Succession Planning
ESTATE AND GIFT TAX PLANNING
Irrevocable Life Insurance Trusts
Intentionally Defective Grantor Trusts
Estate Tax and Gift Tax Returns
How We Work
Most estate plans can be crafted at a pre-determined, fixed fee,
providing transparency and assurance of the cost of your plan.
COMPREHENSIVE ESTATE PLANNING
The following factors are considered in setting the appropriate fee:
Complexity of family situation & distribution desires
Complexity of assets
Total value of assets
Mugg Winston does not and shall not discriminate because of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, genetic information, marital status, sexual orientation, veteran or military status, or other protected classifications in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.