Oklahoma Estate Planning Attorneys | Green Country Law Group

Do I need an estate plan if I have young children?

What documents are included in an estate plan?

How long does estate planning take?

Can a special needs trust help my loved one keep Medicaid or SSI benefits?

A special needs trust, sometimes called a supplemental needs trust, is a legal arrangement that holds and manages assets for the benefit of a person with disabilities. It can provide funds for supplemental needs while helping preserve eligibility for qualifying public-benefit programs when it is properly created and administered.

A properly drafted and administered special needs trust may allow funds to be held for a person with disabilities without being treated as that person’s available resource for certain needs-based benefits, including Medicaid and Supplemental Security Income (SSI). However, the trust type, source of funds, trustee actions, and individual benefit program rules all matter. Certain distributions—including direct cash payments and payments for food or shelter—can affect SSI benefits, so the trust must be administered carefully.

What happens to my business or farm if I become incapacitated or die without a succession plan?

Without a business or farm succession plan, ownership and management decisions may be left to probate, default business documents, co-owners, or Oklahoma law. That can create delays, disputes, and uncertainty for family members, employees, business partners, tenants, and customers. A coordinated succession plan can identify who will manage operations, how ownership interests transfer, how heirs are treated, and whether tools such as a trust, buy-sell agreement, operating agreement, power of attorney, or insurance should be part of the plan. Buy-sell agreements can specifically set the rules for ownership transfers following events such as death, disability, retirement, or an owner’s departure.

Do I need estate tax planning if my estate is below the federal estate-tax exemption and does Oklahoma have an estate tax or inheritance tax?

Often, yes. Even when federal estate tax is unlikely to apply, tax-conscious estate planning can still address capital-gains exposure, the tax basis of inherited real estate or investments, retirement-account beneficiary designations, business or farm transfers, trust planning, and the timing of lifetime gifts. In 2026, the federal estate-and-gift-tax exemption is $15 million per individual, but that threshold does not eliminate the need to consider income-tax and transfer-planning consequences.

Oklahoma does not impose a state estate tax or inheritance tax. However, some estates may still have federal estate-tax considerations, and beneficiaries may face income-tax consequences depending on the type of asset inherited, such as traditional retirement accounts.

Oklahoma Estate Planning Attorneys · 25+ Years Experience

Protect the people who matter most, no matter what tomorrow brings

Why it matters

If something happened tomorrow, would your family be protected?

Without a plan, an Oklahoma court decides who raises your children and how your assets are divided. An estate plan lets you make those decisions now, while life is calm.

Protect Your Children

Name the guardian you trust to raise your kids, so the choice is never left to a courtroom or extended-family dispute.

Direct your home, savings, and belongings exactly where you want them to go, with clear instructions your family can follow.

Secure Your Assets

Avoid Probate Court

Spare your loved ones months of expensive, public probate proceedings during an already difficult time.

What we handle

Complete estate planning, handled start to finish

Everything your family needs to be protected, prepared under one roof by attorneys who explain each step in plain language.

Wills & Testaments

Put your wishes in writing so your family knows exactly what you intended.

Choose who manages your finances and decisions if you cannot.

Powers of Attorney

Guardianship Designations

Formally name who will care for your children if you're unable to.

Protect and pass on assets efficiently while keeping matters private.

Trusts

Healthcare Advanced Directives

Advance directives help you make important health-care decisions in advance in case illness or injury leaves you unable to communicate your wishes.

Guidance and representation through Oklahoma's probate process.

Probate Assistance

A special needs trust—also called a supplemental needs trust—can help provide for a child or adult with disabilities while preserving eligibility for needs-based public benefits, such as Medicaid or Supplemental Security Income (SSI), when structured and administered correctly.

Special Needs Trust Planning

Business and Farm Succession Planning

Estate Tax Planning

Why choose us

Experienced Guidance for the Future You’re Building

FAQ

Estate planning questions Oklahoma families ask

Straightforward answers to help you understand how estate planning protects your family.

Get Started

Let's Talk About Your Family's Future

Let’s talk about protecting your family’s future.

Estate planning does not have to feel overwhelming. Speak with one of our attorneys to understand your options and create a clear, compassionate plan for the people and assets that matter most.