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