Department profile
Hartzog Conger Cason LLP

Private Wealth Law

High Net Worth Guide 2026 : Oklahoma

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Hartzog Conger Cason LLP

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About

Provided by Hartzog Conger Cason LLP

Hartzog Conger Cason’s Private Wealth practice delivers sophisticated counsel for high-net-worth individuals, families, fiduciaries and business owners with substantial personal, family and financial interests. The team helps clients preserve wealth, plan for succession, structure charitable giving and make consequential decisions with clarity, discretion and confidence.

The practice advises clients on estate and wealth transfer planning, family business succession, asset protection, tax-sensitive planning, probate avoidance, beneficiary designations, liquidity planning and the ownership and use of life insurance. Attorneys design wills, trusts, family limited liability companies, partnerships and corporations to protect assets, transfer wealth and support long-term family objectives.

Hartzog Conger Cason also counsels clients on private foundations, charitable trusts, donor-advised funds and other charitable giving strategies. In administration matters, the firm assists with lifetime trusts, post-death trusts and estates, fiduciary issues, estate and gift tax audits, will contests, disputed probate proceedings and trust litigation.

Clients trust Hartzog Conger Cason when private wealth matters require more than technical planning. The firm brings personable polished service, practical judgment and the perspective of a full-service law firm to complex issues where family dynamics, tax consequences, business continuity and legacy intersect.

Chambers Review

Provided by Chambers

Private Wealth Law - Oklahoma

Band 1

What the Team is Known For
Hartzog Conger Cason assists high net worth individuals and families with a range of private wealth issues. The firm's attorneys regularly assist wealthy and ultra-wealthy clients with complex tax and estate matters.
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Strengths

Provided by Chambers

  • I believe Hartzog Conger Cason has a deep bench strength. Each attorney I have worked with has been very professional and knowledgeable regarding the topics at hand. It has been a pleasure working with each of them.

    Private Wealth Law respondentHigh Net Worth

  • The Hartzog team was able to handle multiple aspects of our high net worth client's estate plan with efficiency and clarity.

    Private Wealth Law respondentHigh Net Worth

  • The knowledge and guidance given by the team at Hartzog Conger Cason and their efforts allowed for a seamless and smooth role in managing the estate.

    Private Wealth Law respondentHigh Net Worth

Notable Practitioners

Provided by Chambers

  • Amy J. Sine
    Amy J. Sine

    Amy J. Sine

    Amy Sine is notable for her handling of private wealth disputes. She also regularly advises clients on non-contentious trusts and estates matters.

    • Amy is professional and responsive. She is always timely, prepared and accommodating. Her organisational skills are impeccable.

      Private Wealth Law respondentHigh Net Worth

    • She is very knowledgeable, efficient and effective.

      Private Wealth Law respondentHigh Net Worth
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  • Len Cason
    Len Cason

    Len Cason

    Len Cason is an experienced and respected member of the Oklahoma trusts and estates community. He advises wealthy and ultra-wealthy individuals and families, including those with significant closely-held enterprises, on complex trust and estate and tax matters, and also assists with trusts and estates disputes.

    • Len is very detail-oriented, thinks quickly on discussed matters and offers solutions.

      Private Wealth Law respondentHigh Net Worth

    • Len has proven to be a great resource for our mutual client in an estate and business planning role. He is concise with his analysis and does not overcomplicate issues.

      Private Wealth Law respondentHigh Net Worth

    • I have enjoyed working with Len as he brings a level of common sense and sensitivity to deadlines and the clients' needs that is greatly appreciated.

      Private Wealth Law respondentHigh Net Worth
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  • Steven C. Davis
    Steven C. Davis

    Steven C. Davis

    Steven Davis has built a distinguished practice assisting wealthy clients with a range of matters including tax, asset protection and wealth transfers.

    • Steven has proven to be a great resource for my client.

      Private Wealth Law respondentHigh Net Worth

    • Steve is one of the smartest lawyers I've met. I would refer to him without hesitation.

      Private Wealth Law respondentHigh Net Worth
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  • Leslie LaReau
    Leslie LaReau

    Leslie LaReau

    Leslie LaReau specialises in private client tax issues including matters relating to GSTs, charitable organisations and private foundations.

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  • Stacey Spivey
    Stacey Spivey

    Stacey Spivey

    Stacey Spivey combines expertise in trust and estate litigation with wealth transfer planning and other non-contentious areas to assist high net worth clients.

    • Stacey is meticulous and thoughtful in her approach and brings considerable value to engagements.

      Private Wealth Law respondentHigh Net Worth
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Ranked Individuals at Hartzog Conger Cason LLP (5)

Oklahoma

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