An Oklahoma-based attorney, Catherine W. Hoopert, most recently AVP of Tax Services and Senior Trust Tax Administrator for the wealth management group of a regional banking institution, she has been engaged in the legal and accounting professions for over thirty years receiving her law degree in 2001. With an undergraduate degree in accounting, two of Catherine’s practice areas are estate planning and tax law. She enjoys the accounting aspects of cases that frequently intersect with or cross over into the legal profession and has represented numerous clients in many informal and formal settings, including various courts, mediation, state tax commission and the Internal Revenue Service.
Her experience and education in the area of taxes allows her share her knowledge when she works with estate planning clients. Knowing the ins and outs of estate, gift, income and fiduciary taxation, she helps clients make decisions that allow them to pass their estates on to their loved ones with an understanding of potential tax consequences. Attorney Hoopert helps her clients’ final wishes be observed by creating a will and trust that gives one peace of mind that you have prepared the way for your family’s time of transitioning. Her experience as a legal researcher gives her the ability to carry out quick and thorough research and analysis of information, and as a judicial intern in probate court she gained first-hand experience with court proceedings for probate cases and the filing of court required detailed reports.
Attorney Hoopert received her Juris Doctorate, with highest honors, from the University of Tulsa College of Law. Included in the numerous academic awards that she received are the CALI “Excellence for the Future” awards in five categories: Decedents’ Estates & Trusts; Federal Income Tax; Taxation of Corporations and Shareholders; Real Estate Transactions; and Legal Reasoning, Authorities & Writing. She also received the William H. Bell award for receiving the highest grade in Decedent’s Estates and Trusts, was named to the Who’s Who American Law Students for three consecutive years. She was on both the Faculty and Dean’s Honor Rolls, and a member of the Phi Delta Phi Honor Fraternity. Ms. Hoopert has professionally published a paper, used both in publication and for a seminar, entitled “Introduction to Tax-Exempt Organizations.”
Ms. Hoopert’s commitment to her career and community are shown by her past and present involvement in local, state and national organizations. She maintains her CPA credentials, is a member of the American Bar Association, Oklahoma Bar Association, Tulsa County Bar Association, Oklahoma Society of CPAs, and St. John’s Episcopal Church of Tulsa. She’s served with these, and other organizations in various capacities throughout her years of membership. She has received the Key Contributor award from the Public Service Company of Oklahoma and the Woman of the Year award from the Oil Capital Business & Professional Women’s Club.
Ms. Hoopert is admitted to practice before all state courts of Oklahoma, the Northern District of Oklahoma U.S. District Court, and the U.S. Tax Court.