Ms. Stephanie B. Casteel

Stephanie (“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, NINGs, 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.

Representative Presentations and Publications

•“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)
•“Planning and Drafting Premarital Agreements,” Author, ALI-ABA Estate Planning Course Materials Journal (April 2010)
•“Philanthropy and Choice of Grant-Making Entity in a Changing World,” Author, Property & Probate (March/April 2009)
•“The Bio-Tech Company and The Private Equity Fund,” Author, Tech Journal South (August 22, 2008)
•“It's Not About the Teacups,” Author, Atlanta Woman (July 2008)
•“Hit the Jackpot? Here's some advice on what to do next,” Quoted, Atlanta Journal-Constitution (February 18, 2008)
•“Planning and Drafting Premarital Agreements,” Author, The Practical Tax Lawyer, Vol. 20 No. 1 (Fall 2005)
•“The Women's Guide to Wealth Management: Atlanta's Top Legal and Investment Experts Share Tips and Insights to Ensure Your Financial Well-Being,” Editor and Co-Author, Atlanta Homes & Lifestyles (December 2005)

Professional Recognition and Awards

•Chamber's High Net Worth Guide (2017-2018)
•Peer Review Rated AV Preeminent, Martindale-Hubbell
•Georgia Trend's Legal Elite (2010-present)
•The Best Lawyers in America, Non-Profit/Charities Law and Trusts & Estates (2009-present)
•Georgia Super Lawyer, Law & Politics Magazine (2005-present)
•Top 50 Woman Lawyers (2009-2013)

Other Professional Experience

•Wallace Morrison & Casteel, Founding Partner (2011-2019)
•King & Spalding, LLP, Partner (2004-2010)
•Powell Goldstsein Frazer & Murphy, LLP, Partner (2002-2004)

Related News & Events

• Apr 01
The American College of Trust and Estate Counsel Elects Snell & Wilmer's Stephanie Stevie Casteel to its Board of Regents

• Oct 15
Snell & Wilmer Partner Stephanie Stevie Casteel to Speak on Optimizing Lifetime Giving at 56th Annual Hawaii Tax Institute

• Sep 03
Stephanie B. Casteel Joins Snell & Wilmer, Expanding Private Client Services Practice Group in Nevada