Amanda M. Swain

Practice Details

• Firm Information
  Position

  Partner

  Firm Name

  Swain Trusts & Estates Law
• Representative Cases & Transactions
  Cases

  Representative Transactions/Cases: Estate planning, including revocable trusts, pour-over wills, life insurance trusts, advance directives for healthcare
  durable powers of attorney
  Advise high net worth clients on wealth transfer planning including the use of family limited liability companies
  installment sales to intentionally defective grantor trusts
  Advise clients on estate
  trust administration matters including both domiciliary
  ancillary probate in over eight (8) counties
  Advise clients on formation, administration
  governance of charitable organizations
  Prepare
  file federal gift tax returns
  estate tax returns
  Advise clients, both purchasers
  sellers, in asset purchases/sales
  stock or membership interest acquisitions/sales or merger transactions
  Represented sellers in sale of their membership interests in a limited liability company to a private equity company for a total purchase price of $65, 000, 000
  Represented health care group in sale of related companies to publicly traded corporation
  Represented local crane company in sale of limited liability company membership interests to Austrian corporation
  Represent clients, including individuals, corporations
  partnerships, before the Internal Revenue Service
  Oklahoma Tax Commission as well as filed petitions on behalf of clients in the United States Tax Court
  obtained favorable dispositions of those cases
  Counseled numerous individuals regarding IRS Offshore Voluntary Disclosure programs for U.S. taxpayers with undisclosed offshore accounts that had failed to file the necessary FBAR forms
  represented those individuals as they either entered or opted out of those programs