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. 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 Oklahoma City Lawyer of the Year in the field of Trusts and Estates Litigation; (ii) 2015 Oklahoma City Lawyer of the Year in the field of Trusts and Estates; (iii) 2016 Oklahoma City Lawyer of the Year in the field of Closely Held Companies and Family Businesses Law; and (iv) 2017 Oklahoma City Lawyer of the Year in the field of Trusts and Estates. 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.