Wallace Morrison & Casteel LLP
- Company typePrivate
- Founded2011
- HeadquartersAtlanta, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Wallace Morrison & Casteel LLP firmographics
Firmographics- Name
- Wallace Morrison & Casteel LLP
- Legal name
- Wallace, Morrison, & Casteel LLP
- Website
- https://wallacetrustlaw.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Wallace Morrison & Casteel LLP industry classification
Industry- Product category
- Trusts and Estates Legal Services
- NAICS
- Legal Services (5411)
- SIC
- Services-Legal Services (8111)
- akta.pro primary industry
- Family & Private Client (Trusts & Estates) Law (BPAHAAAK)
- akta.pro secondary industry
- Trust & Estate Tax Planning & Compliance (FSAEAKAE)
Keywords
Where Wallace Morrison & Casteel LLP is headquartered
LocationHeadquarters
- HQ city
- Atlanta
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Wallace Morrison & Casteel LLP business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations
Revenue model
- Legal Services Revenue: The firm generates revenue through legal fees for trusts and estates services including complex wealth transfer planning, fiduciary litigation, business succession planning, charitable planning, estate administration and probate, domestic asset protection, and representation of tax-exempt entities.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Wallace Morrison & Casteel LLP product offering
Product offeringCore offering
Wallace Morrison & Casteel LLP is a boutique Atlanta-based law firm focused exclusively on trusts and estates law. The firm provides sophisticated estate planning, wealth transfer, business succession, charitable planning, fiduciary litigation, and tax-exempt entity services to high-net-worth individuals, families, and nonprofit organizations.
Differentiator
Problem solved
Functional benefit
Products and services
- Complex Wealth Transfer Planning Estate planning services for high-net-worth individuals and families, using advanced techniques including grantor trusts, GRATs, family limited partnerships, defective grantor trusts, and dynasty trusts.
- Fiduciary Litigation Litigation services concerning estates, trusts, and conservatorships, representing individuals, executors, administrators, and trustees in disputes.
- Business Succession Planning Succession and estate planning services for owners of public and private companies, including buy-sell planning, transfer of closely held business interests, and other arrangements.
- Charitable Planning Charitable giving strategies and structuring of charitable trusts, foundations, and other tax-advantaged giving vehicles for philanthropically minded clients.
- Estate Administration and Probate Guidance through probate and estate administration, including will and trust contests, post-mortem planning, and estate administration litigation.
- Domestic Asset Protection Asset protection planning strategies designed to shield client wealth from future creditors and potential claims.
- Tax-Exempt Entity Services Counsel to nonprofit and tax-exempt organizations on formation, governance, ongoing compliance, and tax matters.
- Estate Planning for Non-U.S. Citizens Tailored estate planning for foreign nationals with U.S. connections, addressing U.S. estate and gift tax exposure, marital and charitable deduction planning, and asset protection.
- Gift Techniques and Strategies Strategic use of lifetime gift programs, valuation discounts, and other techniques to transfer wealth outside the probate process.
- Estate and Gift Tax Controversies Resolution of disputes with the Internal Revenue Service concerning estate, gift, and generation-skipping transfer taxes.
Quantifiable outcome
- Over 100 years of combined legal experience in trusts and estates
Companies that use Wallace Morrison & Casteel LLP
Customer profileNamed customers6 records
Segments2 records
Ideal customer profiles3 records
Wallace Morrison & Casteel LLP technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Wallace Morrison & Casteel LLP partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights3 records
Wallace Morrison & Casteel LLP competitors and assessment
Company assessmentDirect peers
- Withers: International private client and trust law firm with deep expertise in cross-border estate planning for non-U.S. citizens, directly overlapping Wallace Morrison's niche international private client practice.
- Loeb & Loeb: Full-service firm with a recognized Trusts and Estates practice handling estate planning, fiduciary litigation, and charitable planning for high-net-worth clients, professionals, and entertainment figures.
- Day Pitney: Boutique-style firm with a nationally recognized Trusts and Estates practice that directly competes with Wallace Morrison for high-net-worth family wealth planning, fiduciary litigation, and closely-held business succession work.
Broad incumbents
- Holland & Knight: National firm with a prominent Private Wealth Services group offering estate planning, fiduciary litigation, and charitable planning comparable to Wallace Morrison's core services, with broader geographic reach.
- Sidley Austin: Global firm with a large Private Clients, Trusts and Estates practice serving ultra-HNW families, foundations, and family offices, directly competing for complex wealth transfer mandates.
- Alston & Bird: Atlanta-based full-service firm with a substantial Private Clients & Fiduciary Services practice that directly competes with Wallace Morrison for high-net-worth estate planning and trust administration work in the Southeast.
- Morris Manning & Martin: Atlanta-based full-service firm with a Trusts and Estates practice that competes with Wallace Morrison for regional HNW estate planning and tax-exempt entity work.
- McDermott Will & Emery: Major firm with a market-leading Private Client practice group highly comparable to Wallace Morrison's complex wealth transfer, fiduciary litigation, and international estate planning focus.
- Smith Gambrell & Russell: Atlanta-headquartered full-service firm with a Private Client and Trust practice comparable to Wallace Morrison's services for HNW families, business owners, and tax-exempt entities.
Regional players
- Crews & Hancock: Atlanta-based estate planning and elder law boutique that competes with Wallace Morrison for Georgia-based HNW families and fiduciaries, though with a less complex focus.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Customer concentration
Wallace Morrison & Casteel LLP social profiles
Digital presenceWallace Morrison & Casteel LLP financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wallace Morrison & Casteel LLP leadership team
Management profileNumber of profiles
Profiles3 records
Wallace Morrison & Casteel LLP funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wallace Morrison & Casteel LLP M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wallace Morrison & Casteel LLP
What does Wallace Morrison & Casteel LLP do?
Wallace Morrison & Casteel LLP is a boutique Atlanta-based law firm focused exclusively on trusts and estates law. The firm provides sophisticated estate planning, wealth transfer, business succession, charitable planning, fiduciary litigation, and tax-exempt entity services to high-net-worth individuals, families, and nonprofit organizations.
Is Wallace Morrison & Casteel LLP a public or private company?
Wallace Morrison & Casteel LLP is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Wallace Morrison & Casteel LLP founded?
Wallace Morrison & Casteel LLP was founded in 2011. It employs 1 to 10 people.
Where is Wallace Morrison & Casteel LLP based?
Wallace Morrison & Casteel LLP is headquartered in Atlanta, United States, in the North America region.
How does Wallace Morrison & Casteel LLP make money?
One revenue line is on record: legal Services Revenue.
Who are Wallace Morrison & Casteel LLP's main competitors?
Direct peers on record are Withers, Loeb & Loeb and Day Pitney. Broad incumbents are Holland & Knight, Sidley Austin, Alston & Bird, Morris Manning & Martin, McDermott Will & Emery and Smith Gambrell & Russell. Crews & Hancock is listed as a regional player.
Does Wallace Morrison & Casteel LLP have an API?
No public API is recorded for Wallace Morrison & Casteel LLP.
What industry is Wallace Morrison & Casteel LLP in?
Wallace Morrison & Casteel LLP's product category is Trusts and Estates Legal Services. Its primary akta.pro industry code is BPAHAAAK, Family & Private Client (Trusts & Estates) Law, with a secondary code of FSAEAKAE, Trust & Estate Tax Planning & Compliance. Its NAICS code is 5411 and its SIC code is 8111.