Lacey Stevenson

Associate

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  • Overview
  • Experience
  • Honors & Involvement
Bio overview

Lacey Stevenson is a tax attorney whose practice encompasses the areas of tax and family wealth focusing on wealth transfer tax planning for high net worth families and individuals, business planning for closely held family businesses, estate and trust administration, business entity formation, and the formation and administration of tax-exempt organizations. She also represents clients in proceedings before the Oklahoma Tax Commission and advises companies on a broad range of corporate and general business matters, including choice of entity, reorganizations and dissolutions.

Lacey graduated Phi Beta Kappa with a bachelor’s degree in political science from the University of Oklahoma in 2012 and magna cum laude from the Baylor University School of Law in 2016, where she served as an articles editor of the Baylor Law Review, was named to the Order of the Barristers and was a member of the Baylor Law Public Interest Society and Interscholastic Moot Court Team.

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Experience, Honors, & Awards

Representative Experience

  • Wealth transfer tax planning and estate planning, including revocable trusts, wills, and powers of attorney
  • Marital planning
  • Family limited partnerships and family limited liability companies
  • Tax-exempt organizations formation and ongoing advice on governance and transactions
  • Probate and other postmortem planning
  • Trust reformation to resolve ambiguous and inconsistent provisions

Professional Organizations and Memberships

  • Oklahoma Bar Association

 

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Admissions

  • Oklahoma, 2016
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Education

  • LL.M. (Taxation), New York University, 2019
    • Senior Staff Editor, Tax Law Review
  • J.D., magna cum laude, Baylor University, 2016
    • Articles Editor, Baylor Law Review; Order of the Barristers
  • B.A. (Political Science), University of Oklahoma, 2012
    • Phi Beta Kappa
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