Henry Will has practiced in the areas of Estate Planning and Exempt Organizations for over 45 years.
In estate planning he specializes in complex estate plans of all sizes and has represented individual and family clients with large estates, businesses, special needs and complex situations throughout the United States. In this representation he has prepared and helped implement many revocable trusts, family partnerships and limited liability companies, charitable remainder trusts, charitable lead trusts, qualified plan beneficiary designation arrangements, grantor retained annuity trusts, intra-family loans and sales to grantor trusts among other planning vehicles. Mr. Will has represented his clients not only in planning but also through Internal Revenue Service audits in connection with family CPAs and financial advisors.
With respect to exempt organizations, Mr. Will has worked for over 40 years with private family foundations, public charities and major, international tax exempt organizations located in Tulsa and other cities in the United States. He has assisted such organizations in obtaining and maintaining tax exempt status with representation before the IRS, and in advising and preparing legal documents for their governance and regular operations that require knowledge of tax laws and regulations and other relevant laws. Mr. Will's clients include several charitable and tax exempt organizations with donors and activities located throughout the United States and abroad.
Mr. Will is listed in The Best Lawyers in America (Tax Law, Trusts and Estates) as well as Oklahoma Super Lawyers (Estate Planning & Probate, Tax, Non-Profit) and is a fellow of the American Council of Trusts and Estates Counsel (ACTEC).
Memberships & Affiliations:
· Tulsa County Bar Association
· Oklahoma Bar Association
· American Bar Association
· American College of Trust and Estate Counsel Fellow
Other Distinctions:
· Listed in The Best Lawyers in America (Trusts & Estates, Taxation), each year since the inception of the publication in 1983
· Listed in Oklahoma Super Lawyer (Estate Planning & Probate, Tax, Non-Profit)
· Oklahoma Bar Review Faculty (Wills and Trusts)
· University of Tulsa Adjunct Professor of Law 1970 - 1982
· Has spoken at numerous seminars sponsored by Oklahoma Bar Association, Tulsa County Bar Association and St. John Medical Center Foundation on estate planning, trusts, distributions from qualified plans, and related topics.
· Dillon International, Inc. - Chairman
· Center for the Physically Limited Board of Directors and past President
· Osteopathic Founders Foundation Board of Directors
· St. John Medical Center Foundation Board of Directors
· Tulsa Community Foundation Trustee
· Tulsa Opera President
· 2009 Journal Record Leadership In Law Award honoree
Industry Expertise
· Church and Nonprofit Organizations
· Tax-Exempt Organizations