Stephanie Chapman

Stephanie Chapman’s practice is focused in the areas of taxation of business transactions and wealth transfer planning.  Her practice frequently includes advising clients regarding partnership tax matters, effecting complex business structures and stock and asset acquisitions, and planning for business succession.  

Stephanie has been involved in several complex mergers and acquisitions.  She frequently structures existing asset holdings and acquisitions to maximize tax efficiency and has extensive experience planning with limited partnerships and limited liability companies.

Stephanie utilizes a number of sophisticated wealth transfer tax planning techniques in her practice, including sales to intentionally defective grantor trusts, private annuity transactions and valuation discount planning.  In connection with various planning, she works cooperatively with clients’ other advisors, such as private bankers, trust officers, financial planners, investment advisors, family office managers, accountants, insurance agents, business appraisers and other lawyers to ensure the structure is properly implemented and administered.

Stephanie's achievements have earned her inclusion in Oklahoma Rising Stars, which recognizes the state's top up-and-coming attorneys.

• Structuring asset ownership to accomplish state and federal tax objectives, valuation discount planning, asset protection and asset management goals
• Negotiating and organizing business structures, including venture capital investments and real estate transactions
• Providing advice on tax and non-tax issues to business and individuals in asset sales and purchases, stock sales and purchases, and reorganization transactions, including the following:
  • Representation of buyers and sellers in all aspects of business acquisitions in a variety of business industries, including lumber and building materials, construction, professional services, energy and retail
  • Representation of publicly held company in multiple transactions involving the sale of individual retail stores or small groups of stores to various buyers during the course of a chapter 11 bankruptcy proceeding
  • Representation of publicly held company in reverse triangular merger
  • Representation of family-owned businesses in restructuring and related transactions
• Resolving shareholder disputes and other corporate governance issues
• Reforming trusts to resolve ambiguous and inconsistent provisions and to allow for more flexibility while retaining generation skipping tax exemptions