Stephanie Chapman Associate |  | |
Biography
Stephanie Chapman’s practice is focused in the areas of taxation and business transactions. Her practice frequently includes effecting complex business structures that include all types of entities, completing stock and asset acquisitions and structuring tax-free reorganizations. She also provides advice regarding general corporate and entity governance matters and general tax planning.
Stephanie has been involved in several complex mergers and acquisitions. She also frequently advises clients as to the best structure in which to hold existing assets and effects tax 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 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 is the author of “MCI Telecommunications Corp. v. Public Service Commission: The Tenth Circuit Rebuffs the Supreme Court Trend Supporting State Immunity,” 55 Oklahoma Law Review 175 (2002) and "Oklahoma Securities Act of 2004," 57 Oklahoma Law Review 899 (2004).
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Representative Experience
- Structuring asset ownership to accomplish state and federal tax objectives, valuation discount planning, asset protection and asset management goals.
- Representing business and individuals in asset sales and purchases, stock sales and purchases, and other merger and acquisition transactions.
- Negotiating and organizing business structures.
- Resolving shareholder disputes and other corporate governance issues.
- Reforming trusts to resolve ambiguous and inconsistent trust provisions and to allow for more flexibility while retaining generation skipping tax exemptions.
- Implementing various planning techniques to minimize wealth transfer taxes.
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