Welcome to Wallace Morrison & Casteel. Our firm specializes in complex wealth transfer planning, fiduciary litigation, business succession planning, charitable planning, estate administration and probate, nuptial agreements, domestic asset protection, estate planning for non U.S. citizens, and the formation, administration, and compliance of tax-exempt entities.
Our four founders – John Wallace, Ralph Morrison, Stephanie (Stevie) Casteel and John Jones – collectively have been practicing in these private client areas for over 100 years. We are trusted advisers to owners of public and private companies, executives, entrepreneurs, professionals, collectors and investors, real estate developers, and entertainers and professional athletes, among others.
Our attorneys are recognized as top lawyers in their field and belong to some of the most prestigious organizations nationally and globally. Our lawyers are Fellows of the American College of Trust and Estate Counsel (ACTEC) and the American College of Tax Counsel, members and Academicians of the International Academy of Estate and Trust Law, have been recognized as Best Lawyers in America and U.S. News Lawyers of the Year, Georgia Super Lawyers and Georgia Trend’s Legal Elite, and are AV rated by Martindale-Hubbell.
The laws with which we deal are especially complicated. Our team recognizes that one size doesn’t fit all, and we help clients understand and navigate through the complexities of any issue. The preservation of wealth and the protection of personal and business assets is the core of our practice. These goals are complemented by a long-term understanding of our clients’ goals and the ability to find creative solutions for business and personal planning and complex estate and trust litigation. We also help our clients achieve their philanthropic planning goals in ways that are financially advantageous, including the establishment of charitable trusts and private foundations. As an outgrowth of this practice, we also represent a wide range of nonprofit taxexempt organizations, including large public charities and public foundations, corporate foundations, universities, social welfare organizations, professional associations, and social clubs.
Wallace Morrison & Casteel is a small law firm with big-firm experience. We formed in 2011 as the successor to the Trusts & Estates practices of the King & Spalding and Jones Day law firm in Atlanta, both of which ceased practicing in this area of the law in 2010. We strive to bring the breadth and depth of our experience to bear to implement every aspect of a client’s transaction in a manner both understood by the client and with which the client is comfortable.