Colby L. Robertson

Mr. Robertson is a Northeast Oklahoma native who grew up in Oologah, Oklahoma. Mr. Robertson attended Northeastern State University as a member of the President’s Leadership Class and completed course work earning a Bachelor’s of Business Administration in 2009. Mr. Robertson also holds a law degree from The University of Oklahoma College of Law. Mr. Robertson has been a licensed attorney since 2012. Prior to his employment with the Firm, Mr. Robertson worked in the Oklahoma City metro area as a business and estate planning attorney and commercial lending officer. Mr. Robertson focuses his practice in the areas of wealth transfer and estate planning, probate administration, adult guardianship, and business planning for closely-held businesses, business formation and dissolution, and business transactions. Mr. Robertson is pleased to be back in the Tulsa area and looks forward to participating in community events and organizations. Mr. Robertson also enjoys spending time with his family, mountain biking, kayaking, and hiking among other outdoor activities.

Articles

Oklahoma Discretionary and Special Needs Trust Act

The Oklahoma Discretionary and Special Needs Trust Act The Oklahoma Discretionary and Special Needs Trust Act (the “Act”) was signed by Governor Henry on May 26, 2010 at 6:27 P.M. The stated effective date of the Act was November 1, 2010. The codification of the Act...

Guardianships Trump Durable Powers of Attorneys in Oklahoma

Definitions In Oklahoma, ● Agent - is the person(s) appointed by a Principal to manage the principal’s assets pursuant to a DPOA. ● Durable Power of Attorney (“DPOA”)- is a written instrument signed by a Principal, witnessed and notarized in accordance with the...

To Port or Not to Port: Portability of Federal Estate Tax Exemption

In December 2010, Congress passed and President Obama signed the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (H.R. 4853) (the “Act”), which made a significant change to Federal estate tax law, a new feature: portability of a...

Oklahoma Discretionary and Special Needs Trust Act

The Oklahoma Discretionary and Special Needs Trust Act The Oklahoma Discretionary and Special Needs Trust Act (the “Act”) was signed by Governor Henry on May 26, 2010 at 6:27 P.M. The stated effective date of the Act was November 1, 2010. The codification of the Act...