Firm Profile

Hartzog Conger Cason LLP

High Net Worth Guide 2023

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Ranked individuals
High Net Worth

Hartzog Conger Cason LLP

Contact number

+1 405 235 7000

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About

Provided by Hartzog Conger Cason LLP
High Net Worth

Managing Partner: Stacey Spivey
Number of partners: 26
Number of other lawyers: 13

Firm Overview:
Hartzog Conger Cason LLP is known for its results oriented style of representation and its commitment to unsurpassed client service and responsiveness. The firm has 38 lawyers and is growing in size and capacity to meet the needs of its clientele. The firm expects its lawyers to have strong academic credentials as well as interpersonal skills necessary to communicate effectively with clients and others. Clients include businesses and business owners, high net worth individuals and families and Section 501(c)(3) organisations.

Main Areas of Practice:

Business & Financial Transactions, Securities & Business Law:
Hartzog Conger Cason LLP represents publicly-held corporations, privately-held businesses, entrepreneurs and successful business owners in all aspects of business law, including merger and acquisition transactions, capital formation activities and securities law matters. This practice area also includes commercial banking and lending transactions, business reorganizations and litigation resulting from these types of commercial transactions.

Contacts:
Len Cason, Steven C Davis, Armand Paliotta, John D Robertson, John J Griffin III

Litigation:
Hartzog Conger Cason LLP provides high quality, cost-effective litigation services in all state and federal courts, at both the trial and appellate levels, and in arbitration proceedings. The firm advises and represents clients in connection with commercial and business disputes, insurance claims, employment issues and claims, oil and gas litigation, shareholder derivative claims, tax protest and refund proceedings, trust and probate disputes and proceedings, high-end family disputes and divorce proceedings, trade secret disputes, antitrust and securities litigation, agency proceedings, and in other areas. Lawyers in the firm have decades of trial experience, and have been recognized in Chambers, Best Lawyers in America, Oklahoma Super Lawyers, and other sources, among the top trial attorneys in Oklahoma.

Contacts:
Charles E. Geister III, Laura McConnell-Corbyn, William A. Johnson, Kurt M. Rupert, David Elder

Employment:
The lawyers in this practice group provide legal services and litigation representation in matters concerning all aspects of employment relationships, including employment contracts, personnel policies, employee manuals, drug and alcohol testing, employment termination, sexual harassment, EEOC investigations, executive compensation, hiring and employment of persons with disabilities, wage and hour disputes, health and safety issues and employee benefits matters.

Contacts:
Charles E Geister, Laura McConnell- Corbyn, James Prince

Family:
The firm handles a variety of family law matters that usually have significant financial issues, including divorce trials and appeals, post-decree enforcement and modification and child support and child custody disputes. The firm has been successful in helping clients reach favorable settlements in complex family disputes. One of the firm’s partners is a Fellow of the American Academy of Matrimonial Lawyers and is listed in Best Lawyers in America and Oklahoma Super Lawyers in family law.

Contact:
Laura McConnell-Corbyn

Oil & Gas:
This practice group performs oil and gas litigation and handles title matters, property acquisition contracts, operating agreements, environmental matters, and also has an extensive practice before the Oklahoma Corporation Commission.

Contacts:
David Elder, Jessica Hatcher, Matt Brockman

Real Estate:
The real estate practice group represents a diverse group of clients in connection with real estate acquisitions and sales, management and leasing activities, real estate development, multiparty tax-deferred and tenancy-in-common exchanges, environmental law and a wide variety of complex real estate financing transactions. The firm routinely represents owners, developers, lenders and brokers.

Contacts:
Joseph P Hogsett, James D Kallstrom, John J Griffin III, T. Scott Spradling

Tax Planning & Tax Controversies:
Hartzog Conger Cason LLP’s tax planning and tax controversies group, which includes two certified public accountants, has a wealth of experience in federal, state and local tax matters, some of which are routine but many of which are unique or unusual. The firm is regularly involved in ongoing tax planning services for many clients and often is engaged to handle special tax projects, such as criminal tax matters. The firm regularly maintains an extensive tax controversy docket in tax controversies with the state and federal taxing authorities, usually involving business or investment issues. The group regularly assists taxpayer-clients in audits, protest filings, administrative appeals and court proceedings. One partner of the firm is individually listed in Chambers among the top tax attorneys in Oklahoma. The firm also has an extensive practice in state and federal tax credit projects.

Contacts:
Steven C Davis, Len Cason, J Leslie LaReau

Wealth Transfer Planning, Trusts & Estates:
The firm has a significant practice in representing high net worth individuals and families in wealth transfer planning and business succession plans, as well as representing charitable and philanthropic organizations. This practice group is experienced in all aspects of complex estate and trust planning, estate and gift tax, estate and trust administration, and in the creation and administration of charitable foundations and trusts. Three attorneys of the firm are Fellows in the American College of Trust and Estate Counsel (ACTEC); one partner is also a Fellow in the American College of Tax Counsel; and five attorneys are listed in the Best Lawyers in America in the trusts and estates practice area.

Contacts:
Len Cason, Steven C Davis, Amy J Sine, J Leslie LaReau, Stacey D Spivey

Tax Credit Finance & Business Incentives:
The firm’s tax credit finance and business incentives group has extensive experience assisting clients to achieve the maximum return on their business development and financing. This group regularly utilizes federal historic tax credits, federal new markets tax credits, federal energy tax credits and federal low-income housing tax credits. In addition, the firm has developed an expertise in various state and local tax credits and development incentives.

Contact:
J Christian Guzzy

Appellate Practice:
This practice group utilizes its knowledge, expertise and research and writing skills to handle all aspects of an appeal, from filing, to briefing, to oral argument.

Contact:
Kurt M Rupert

Ranked Offices

Provided by Hartzog Conger Cason LLP

USA - Head office

Hartzog Conger Cason LLP rankings

High Net Worth Guide 2023
Filter by
Oklahoma
Family/Matrimonial: High Net Worth
1 Ranked Lawyer
Lawyers
1
Laura McConnell-Corbyn
1
Band 1
Private Wealth Law
1 Department
4 Ranked Lawyers
Department
1
Private Wealth Law
1
Band 1
Lawyers
1
Len Cason
1
Band 1
1
Steven C. Davis
1
Band 1
2
Amy J. Sine
2
Band 2
2
Stacey Spivey
2
Band 2