BEPC Breakfast Meeting - Charitable Topic
Registration will go live in October.
CE 2 Hours
Sponsored by The ASSOCIATED: Jewish Community Federation of Baltimore
ABOUT THE PROGRAM: Charitable Topic
7:00 Coffee & Networking
7:45 Welcome and Introductions
Two Meeting Requirement – To maintain membership in the Baltimore Estate Planning Council, active members are required to attend at least two educational meetings annually. Reservations must be pre-paid.
Cancellation Policy – Reservations must be canceled in writing or by e-mail and received no later than Friday, November 29, 2019.
ABOUT THE SPEAKER: Stephanie “Stevie” Casteel is a highly-experienced Tax, Trust & Estate Law attorney, with a thriving practice focused primarily on sophisticated estate-planning techniques, nuptial agreements, charitable planning, exempt organizations, and domestic asset protection. Ms. Casteel is a founding partner of Wallace Morrison & Casteel LLP in Atlanta, Georgia, and has built the firm’s Nevada business from scratch.
Ms. Casteel has been named a Georgia Super Lawyer by Atlanta Magazine annually since 2004 and as one of the Top 50 Women Lawyers (2009-11), selected as one of Georgia Trend’s Legal Elite since 2012, included in the Best Lawyers in America Guide (Non-Profit/Charities Law and Trust & Estates) since 2009, and listed in the Chambers High Net Worth Guide.
As a nationally-recognized expert in estate-planning, non-profit law, and charitable giving, Ms. Casteel is frequently featured as a speaker at national conferences including the ACTEC Annual Meeting, the Annual Heckerling Institute on Estate Planning, ALI-CLE’s Estate Planning in Depth, the Southern Federal Tax Conference, the Hawaii Tax Institute, the Tulane Tax Institute, the American National Standards Institute, the Southeastern Conference of Foundations, and the Georgia Federal Tax Conference.
Ms. Casteel has authored numerous publications and articles on topics such as premarital agreements and charitable bequests, including the American Law Institute’s book Estate Planning for Second Marriages (co-author), and articles for The Practical Tax Lawyer, EO Tax Journal, Property & Probate, Estate Planning, Atlanta Woman, Tech Journal South, The Georgia State Bar Journal, and Family Advisor.