Stacey D. Spivey
Recognized since 2006
Oklahoma City, Oklahoma
Closely Held Companies and Family Businesses Law
Litigation - Trusts and Estates
Trusts and Estates
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 and 2020 Oklahoma City Lawyer of the Year in the field of Trusts and Estates Litigation; (ii) 2015 and 2017 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.
- E-mail: sspivey@hartzoglaw.com
- Direct Phone Number: 405-235-7700
- Phone Number: 405-235-7700
- Lawyer Page: https://www.hartzoglaw.com/attorneys/attorneys_sub.cfm?id=52
- 201 Robert S. Kerr Avenue, Suite 1600
Oklahoma City, OK 73102
- Gender: Female
- 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 Litigation (2011 to Present)
- Cleveland County Family YMCA - Former Board of Directors Member
- Leadership Norman - 2015-2016 Class
- 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
- OBA Estate Planning, Probate and Trust Section - 2007 Section Chair; Current Member
- Best Lawyers in America - Member -- Trusts and Estates (2006 to Present)
- American College of Trust and Estate Counsel - Fellow
24 The Best Lawyers in America® awards
5 Best Lawyers: Ones to Watch® in America awards
- 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)
- Closely Held Companies and Family Businesses Law
- Litigation - Trusts and Estates
- Trusts and Estates
- Estate Planning
- Family Businesses
- Fiduciary Duties
- Litigation
- Planning for Closely Held Businesses
- Probate
- Succession Planning
- Tax
- Trust Administration
- Best Lawyers in America -- 2015 Oklahoma City Lawyer of the Year in Trusts and Estates
- University of Oklahoma President's Leadership Class
- Selected by Super Lawyers as Oklahoma Rising Star
- Outstanding University of Oklahoma 1997 Senior Law Student
- Order of the Coif
- Best Lawyers in America -- 2013 Oklahoma City Lawyer of the Year in Trusts and Estates Litigation
- Selected as Oklahoma Super Lawyer
- Oklahoma Law Review -- Chief Article and Book Review Editor (1996-1997)
- Best Lawyers in America -- 2017 Oklahoma City Lawyer of the Year in Trusts and Estates
- Best Lawyers in America -- 2016 and 2021 Oklahoma City Lawyer of the Year in Closely Held Companies and Family Businesses Law
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