PeopleStephanie B. Casteel

Stephanie B. Casteel

PeopleStephanie B. Casteel

  • Emory University School of Law (J.D., with distinction, 1991)
  • Agnes Scott College (B.A., Economics, with High Honors, 1988)

  • American College of Trusts & Estates Counsel
    • Board Regent (appointment confirmed in March 2020)
    • 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)
  • American Bar Association, Real Property, Trusts & Estates Law Section
    • Articles Editor, Probate and Property (2015-2018)
    • Charitable Planning Committee
      • Chair (2012-2017)
      • Vice-Chair (2007-2009)
    • 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)

  • "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)

  • 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)

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

  • Nevada
  • Georgia