Susan R. Carey, Associate

Experience

Ms. Carey's practice focuses on estate planning, estate tax, probate and guardianship. Ms. Carey skillfully assists individuals with their specific needs regarding asset protection, estate planning, probate procedures and federal and state estate taxation controversies.

Prior to her association with DeBee Gilchrist, Ms. Carey served as an attorney for another law firm in Oklahoma City, and has brought her probate, taxation and estate knowledge to our Firm. Ms. Carey's experience in estate planning encompasses issues of fiduciary taxation, structuring asset protection entities in order to minimize federal and state taxes, family limited liability companies, closely held businesses, guardianship proceedings, probate proceedings and family wealth transfer planning.

Recently, Ms. Carey began her pursuit of an accounting degree at the University of Central Oklahoma in preparation for becoming a Certified Public Accountant.

Practice Areas

• Business and Commercial Transactions
• Closely Held Corporations
• Estate and Gift Taxation
• Estate Administration
• Probate and Guardianship
• Tax Planning and Tax Controversies
• Trusts and Estates
• Wealth Transfer Planning

Professional Biography

• Member, American Bar Association, Real Property, Trust and Estate Law Section
• Member, Oklahoma Bar Association
• Member, Oklahoma County Bar Association
• Past Member, Ruth Bader Ginsburg American Inn of Court

Admissions

• All Courts of the State of Oklahoma
• United States District Court for the Western District of Oklahoma
• United States Tax Court

Education

• Oklahoma State University (B.A., Political Science)
• University of Oklahoma, College of Law (J.D.)
• University of Central Oklahoma (B.S., Accounting, Currently)

Civic

• Member, United Way of Central Oklahoma's Emerging Leaders