Welcome

Welcome to Wallace Morrison & Casteel, Atlanta’s premiere boutique Trusts & Estates law firm.   Our firm specializes in complex wealth transfer planning – with the goal of preserving our client’s hard-earned assets for the prosperity of future generations.  Estate planning involves far more than just drafting a will – it also includes expert consideration of tax minimization strategies, and every plan must be carefully crafted to meet the needs of each family.

Our four founders  - John Wallace, Ralph Morrison, Stevie Casteel and John Jones  - collectively have been practicing in the Tax and Trusts & Estates areas for over 100 years, and we offer a broad range of services:

  • Estate Planning for U.S. and Non-U.S. Citizens
  • Estate Administration and Probate
  • Gift Techniques and Strategies
  • Succession Planning for Business Owners
  • Representation of Fiduciaries
  • Fiduciary Litigation
  • Estate and Gift Tax Controversies
  • Family Limited Partnerships, Limited Liability Companies, and Closely Held Businesses
  • Formation, Administration, and Compliance of Tax-Exempt Entities
  • Charitable Giving 

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