Stacey D. Spivey

Top rated Estate Planning & Probate attorney in Oklahoma City, Oklahoma

Hartzog Conger Cason
Stacey D. Spivey
Hartzog Conger Cason

Practice areas: Estate Planning & Probate, Estate & Trust Litigation

Licensed in Oklahoma since: 1997

Education: The University of Oklahoma College of Law

Selected to Super Lawyers: 2010 - 2025 Selected to Rising Stars: 2009

Hartzog Conger Cason

201 Robert S. Kerr Ave.
Suite 1600
Oklahoma City, OK 73102 Phone: 405-235-7000 Email: Stacey D. Spivey Visit website
Details

Stacey D. Spivey's practice focuses on estate planning and trust and estate administration and litigation.  Ms. Spivey works with individuals to prepare and implement their estate plans to meet family, tax and other goals. She also works with individuals and fiduciaries on the management and settlement of trusts and estates, including probate and trust administration and preparation of estate and gift tax returns.  Ms. Spivey represents individuals and fiduciaries in estate and gift tax controversy matters before the Internal Revenue Service and Oklahoma Tax Commission. Ms. Spivey also has experience in guardianship, charitable planning, and business entity matters, including succession planning. 

Ms. Spivey is listed in The Best Lawyers in America in the fields of (i) Trusts and Estates, (ii) Litigation -- Trusts and Estates, and (iii) Closely Held Companies and Family Businesses Law.  She was named by The Best Lawyers in America as the (i) 2013 Oklahoma City Lawyer of the Year in Litigation -- Trusts and Estates, (ii) 2015 Oklahoma City Lawyer of the Year -- Trusts and Estates, (iii) 2016 Oklahoma City Lawyer of the Year -- Closely Held Companies and Family Businesses Law; and (iv) 2017 Oklahoma City Lawyer of the Year -- Trusts and Estates.  She is a member of the American College of Trust and Estate Counsel and served as the 2007 Chair of the Oklahoma Bar Association Estate Planning, Probate and Trust Section, and has previously served in other Section officer positions.  Ms. Spivey frequently writes and speaks on ethics, estate planning and trust and estate administration topics.

Ms. Spivey graduated from the University of Oklahoma College of Law with highest honors (first in her class academically) and is a member of Order of the Coif.  She served as a legal research and writing teaching assistant while attending the University of Oklahoma College of Law, and was named by the Oklahoma Bar Association as the 1997 Outstanding University of Oklahoma College of Law Senior Law Student.

First Admitted: 1997, Oklahoma

Professional Webpage: https://www.hartzoglaw.com/attorneys/stacey-d-spivey

Bar / Professional Activity

  • Chair of the Oklahoma Bar Association Estate Planning, Probate and Trust Section (2007); American College of Trust and Estate Counsel Member; Oklahoma County, Oklahoma and American Bar Associations -- Member

Pro bono / Community Service

  • Member of Oklahoma Medical Research Foundation Planned Giving Advisory Council
  • Former Member of the Cleveland County, Oklahoma YMCA Board of Directors
  • Leadership Norman (2015-2016)
  • January 2014 Volunteer of the Month -- Cleveland County, Oklahoma YMCA

Educational Background

  • President's Leadership Class -- University of Oklahoma
  • B.A. with Special Distinction, University of Oklahoma (1992)

Scholarly Lectures / Writings

  • CLE Classes Taught -- Up, Up and Away: How to Navigate an Aircraft Transfer, ACTEC National Fall Meeting, October 2015; Ethical Scenarios for the Estate Advisor (Oklahoma Comments), ACTEC Heart of America Regional Meeting, May 2011; Ethical Issues in Estate Planning and Administration, Oklahoma Bar Association, 2006; Update on Estate Planning, Wills, Trusts and Probate Law in Oklahoma, Oklahoma Bar Association, 2002.

Other Outstanding Achievements

  • AV Preeminent Rated Lawyer
  • Chair of Hartzog Conger Cason Executive Committee
  • Oklahoma Association of Charitable Gift Planners -- Member of Panel for Presentation Titled "What Should Non-Profits & Advisors Do Before and After a Donor/Client Passes", 2018

Honors

  • American College of Trust and Estate Counsel Member; Best Lawyers in America, Trusts and Estates (2006 - present); Best Lawyers in America, Litigation -- Trusts and Estates (2011 - present); Best Lawyers in America, Closely Held Companies and Family Businesses Law (2014 - present); 1997 Outstanding University of Oklahoma College of Law Senior Law Student (Oklahoma Bar Association); Order of the Coif; Oklahoma Law Review -- Chief Article and Book Review Editor (1996-1997); Legal Research and Writing Program Teaching Assistant, University of Oklahoma College of Law (1995 - 1997); Recipient of numeous Academic Achievement Awards at University of Oklahoma College of Law
  • Named by Best Lawyers in America as 2015 Oklahoma City Lawyer of the Year in the field of Trusts and Estates 
  • Selected as part of 1988 freshmen leadership class by University of Oklahoma., University of Oklahoma President's Leadership Class
  • Named by Best Lawyers in America as 2016 Oklahoma City Lawyer of the Year in the field of Closely Held Companies and Family Businesses Law
  • Named by Best Lawyers in America as 2013 Oklahoma City Lawyer of the Year in the field of Litigation -- Trusts and Estates
  • Named by Best Lawyers in America as 2017 Oklahoma City Lawyer of the Year in the field of Trusts and Estates 

Industry Groups

  • Charitable Planning
  • Estate And Trust Administration
  • Estate Planning

Office location for Stacey D. Spivey

201 Robert S. Kerr Ave.
Suite 1600
Oklahoma City, OK 73102

Selections

16 Years Super Lawyers
1 Year Rising Stars
  • Super Lawyers: 2010 - 2025
  • Rising Stars: 2009

Top Lists

Top 25: Women Oklahoma Super Lawyers: 2022 - 2023

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