Stephanie Casteel

Practice Areas

Stevie Casteel is a trusted advisor to a wide range of high net worth and exempt organization clients, and is a partner in the firm's private client services practice group. She provides comprehensive estate planning advice, including wills, trusts, powers of attorney, charitable planning, nuptial agreements, asset protection, estate and trust administration, planning for estate and gift taxes, and business wealth transitions for clients throughout the United States. She also assists exempt organizations with formation, tax exemption, lobbying affiliates, tax compliance, and board policies and best practices. A frequent speaker, Stevie has presented at national conferences on the topics of estate planning, non-profit law, and charitable giving and has authored or been quoted in numerous articles in trade journals and national media outlets, including CNN, on topics such as premarital agreements, charitable bequests and wealth management for women.

Professional Memberships

● American College of Trusts & Estates Counsel

- Board Regent (2020-present)

- Foundation Board of Directors (2017-present)

- Asset Protection Committee (2015-present)

- Charitable Planning & Exempt Organizations Committee (2008-present)

- Audit Committee (2013-present)

+ Chair (2017-present)

- Sponsorship Committee (2018-present)

- Program Committee (2013-2016)

- New Fellows Steering Committee (2010-2015)

+ Secretary (2014-2015)

● American Law Institute-Continuing Legal Education

- Estate Planning in Depth, Co-Chair (2014-2018)

- Estate Planning Advisory Panel (2013-present)

● FAQ Communications Committee Chair (2012)

- Legislative and Regulatory Issues Committee Chair (2009-2012)

- Sponsorship Standing Committee (2009-2013)

- Associate Articles Editor, Probate and Property (2008-2018)

- Business Planning Group Committee (2004-2005)

● State Bar of Georgia

- Fiduciary Law Section: Trust Code Steering Committee (2008-2009)

- Uniform Prudent Management of Institutional Funds Act Committee (2006-2008)

- Fiduciary Legislation Committee (1994-1998, 2005-2008)

- Basic Fiduciary Practice Chair (2005-2007)

- Principal & Income Act Drafting Committee (2002-2005)

● State Bar of Nevada

- Member

● Atlanta Estate Planning Council (2004-2010)

- Board of Directors (2006-2008)

Publications

● "Winning More Than a Billion Could Come With Some Pitfalls," Interview, WSB-TV Channel 2 Atlanta (November 2, 2022)

● "Charitable Planning from the Simple to the Sophisticated," Speaker, Estate Planning Council of Northern Nevada (February 16, 2022)

● "Planning With Charitable Split Interest Trusts," Speaker, Chicago Estate Planning Council (December 16, 2021)

● "Tax Aspects of Marriage Dissolution," Speaker, Estate Planning In Depth, ALI-CLE (June, 24, 2021)

● "How to Deduct Charitable Donations From Your Taxes," Quoted, TheStreet (May 26, 2020)

● “14 Things To Know About Making End-of-Year Donations,” Quoted, TheStreet (December 23, 2019)

● “We asked 2 Reno legal experts: What are the dos and don’ts of corporate giving?” Quoted, Northern Nevada Business View (November 27, 2019)

● “Optimizing Lifetime Gifting: Advising Clients in Uncertain Times,” Speaker, Hawaii Tax Institute, Honolulu (November 2019)

● “Charitable Gift Substantiation,” Speaker, 2019 Charitable Gift Planning Conference, National Association of Charitable Gift Planners, New Orleans (October 2019)

● "Basic Charitable Planning Techniques," Speaker, Hawaii Tax Institute (November 2018)

● "The Dating Game: Choosing Between Multiple Jurisdictions," Speaker, New Hampshire Trust Conference, (October 2018)

● "Planning and Drafting Nuptial Agreements," Speaker, Estate Planning in Depth, ALI-CLE (June 2017)

● "Charitable Bequests of Retirement Assets: Strategies, Traps, and Solutions," Speaker, ACTEC Annual Meeting (March 2017)

● "The Dating Game: Choosing Between Multiple Jurisdictions," Speaker, Delaware Tax Institute (October 2017)

● "Charitable Bequests of Retirement Assets: Strategies, Traps, and Solutions," Speaker, Hawaii Tax Institute (November 2017)

● "My Way: What is the Donor's Best Charitable Game? The Anatomy of Supporting Organizations," Speaker, ACTEC Annual Meeting (March 2016)

● “Nuptial Agreements,” Author, ALI-ABA Estate Planning Course Materials Journal (2016)

● "Charitable Giving," Speaker, Estate Planning in Depth, ALI-CLE (June 2015)

● "A Cool Idea with Rev. Rul. 2004-5, New Uses for Charitable Gift Annuities, and Report on Notice 2014-4," Speaker, ACTEC Annual Seminar, Charitable Planning and Exempt Organizations Committee (March 2014)

● "I Do, Act II: Estate Planning for Second Marriages," Speaker, ALI CLE teleseminar/audio webcast (March 2014)

● "Charitable Planning Potpourri," Speaker, Advanced Estate Planning Techniques, ALI-CLE (February 2014)

● "Charitable Planning Today," Speaker, 48th Annual Heckerling Institute on Estate Planning (January 2014)

Awards

Education