Hartzog Conger Cason

24 Best Lawyers awards

Hartzog Conger Cason logo

Awarded Practice Areas

Closely Held Companies and Family Businesses Law Litigation - Trusts and Estates Trusts and Estates

Biography

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, including business succession planning. She also works with individuals and fiduciaries on the management and settlement of trusts and estates, including probate administration, preparation of federal estate and gift tax returns, and estate and trust litigation matters.

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 and business entity matters, as well as charitable planning.

Ms. Spivey is a Fellow of the American College of Trust and Estate Counsel and has served as a coordinator for its Heart of America Fellows Institute. She served as 2007 Chair of the Oklahoma Bar Association Estate Planning, Probate and Trust Section. Ms. Spivey is listed in The Best Lawyers in America in the fields of Trusts and Estates (2006 to present), Trusts and Estates Litigation (2011 to present), and Closely Held Companies and Family Businesses Law (2014 to present). Also, Ms. Spivey was named by the The Best Lawyers in America as (i) 2013, 2020, and 2024 Oklahoma City Lawyer of the Year in the field of Trusts and Estates Litigation; (ii) 2015, 2017, and 2023 Oklahoma City Lawyer of the Year in the field of Trusts and Estates; and (iii) 2016 and 2021 Oklahoma City Lawyer of the Year in the field of Closely Held Companies and Family Businesses Law. Ms. Spivey is also listed as an Oklahoma Super Lawyer in the field of Estate Planning and Probate.

Ms. Spivey has made continuing legal education presentations on estate planning and estate and trust administration topics for the Oklahoma Bar Association and at regional and national meetings of the American College of Trust and Estate Counsel. She is also a speaker for various charities on estate planning and estate administration topics.

Hartzog Conger Cason

24 Best Lawyers awards

Hartzog Conger Cason logo

Overview

  • Gender: Female

  • University of Oklahoma, J.D., graduated 1992
  • University of Oklahoma, B.A., Psychology, graduated 1992
  • University of Oklahoma, graduated 1992

  • Oklahoma, Oklahoma Bar Association

  • Best Lawyers in America - Member -- Closely Held Companies and Family Businesses Law (2014 to Present)
  • Best Lawyers in America - Member -- Trusts and Estates (2006 to Present)
  • Best Lawyers in America - Member -- Trusts and Estates Litigation (2011 to Present)
  • American College of Trust and Estate Counsel - Fellow
  • OBA Estate Planning, Probate and Trust Section - 2007 Section Chair; Current Member
  • Oklahoma Bar Association - Member (1997 to present)
  • Oklahoma Super Lawyers - Estate Planning and Probate; Estate and Trust Litigation
  • Oklahoma Medical Research Foundation - Member of Planned Giving Advisory Council
  • Leadership Norman - 2015-2016 Class
  • Cleveland County YMCA - Former Board Member
  • Oklahoma, Oklahoma Bar Association
  • Best Lawyers in America - Member -- Closely Held Companies and Family Businesses Law (2014 to Present)
  • Best Lawyers in America - Member -- Trusts and Estates (2006 to Present)
  • Best Lawyers in America - Member -- Trusts and Estates Litigation (2011 to Present)
  • American College of Trust and Estate Counsel - Fellow
  • OBA Estate Planning, Probate and Trust Section - 2007 Section Chair; Current Member
  • Oklahoma Bar Association - Member (1997 to present)
  • Oklahoma Super Lawyers - Estate Planning and Probate; Estate and Trust Litigation
  • Oklahoma Medical Research Foundation - Member of Planned Giving Advisory Council
  • Leadership Norman - 2015-2016 Class
  • Cleveland County YMCA - Former Board Member
  • University of Oklahoma, J.D., graduated 1992
  • University of Oklahoma, B.A., Psychology, graduated 1992
  • University of Oklahoma, graduated 1992
  • Gender: Female

Client Testimonials

Stacey Spivey always has our best interest at heart. We trust her with all of our trust and estate matters.

Awards & Focus

Lawyer of the Year Badge - 2024 - Litigation - Trusts and Estates Lawyer of the Year Badge - 2023 - Trusts and Estates Lawyer of the Year Badge - 2021 - Closely Held Companies and Family Businesses Law Lawyer of the Year Badge - 2020 - Litigation - Trusts and Estates Lawyer of the Year Badge - 2017 - Trusts and Estates Lawyer of the Year Badge - 2016 - Closely Held Companies and Family Businesses Law Lawyer of the Year Badge - 2015 - Trusts and Estates Lawyer of the Year Badge - 2013 - Litigation - Trusts and Estates
Named "Lawyer of the Year" by Best Lawyers® for:
  • Litigation - Trusts and Estates, Oklahoma City (2024)
  • Trusts and Estates, Oklahoma City (2023)
  • Closely Held Companies and Family Businesses Law, Oklahoma City (2021)
  • Litigation - Trusts and Estates, Oklahoma City (2020)
  • Trusts and Estates, Oklahoma City (2017)
  • Closely Held Companies and Family Businesses Law, Oklahoma City (2016)
  • Trusts and Estates, Oklahoma City (2015)
  • Litigation - Trusts and Estates, Oklahoma City (2013)
Recognized in The Best Lawyers in America® 2026 for work in:
  • Closely Held Companies and Family Businesses Law
  • Litigation - Trusts and Estates
  • Trusts and Estates
Special Focus:
  • Estate Planning
  • Family Businesses
  • Fiduciary Duties
  • Litigation
  • Planning for Closely Held Businesses
  • Probate
  • Succession Planning
  • Tax
  • Trust Administration
Awards:
  • Selected as Oklahoma Super Lawyer
  • University of Oklahoma President's Leadership Class
  • Outstanding University of Oklahoma 1997 Senior Law Student
  • Order of the Coif
  • Oklahoma Law Review -- Chief Article and Book Review Editor (1996-1997)

Additional Information

  • Chambers Ranking (2021)
Ranked by Chambers (Band 2) in Private Wealth Law - Oklahoma

Your browser is not fully compatible with our automatic printer friendly formatting.

Please use the print button to print this profile page.

Spinning circle Big letter B