BEPC Breakfast Meeting - Charitable Planning: From the Simple to the Sophisticated

Date: Thursday, December 5, 2019
Time: 7:00am - 10:00am
Location: Woodholme Country Club - 300 Woodholme Avenue, Pikesville, MD 21208
Speaker: Stephanie (Stevie) Casteel

CE 2 Hours - pending approval

Sponsored by The ASSOCIATED: Jewish Community Federation of Baltimore

ABOUT THE PROGRAM: Charitable Planning: From the Simple to the Sophisticated
The program will focus on popular charitable giving strategies that practitioners will find useful for their typical clients. The information presented will include a discussion of the basic rules of charitable giving, as well as more sophisticated applications of common techniques. Topics will include the final regulations addressing charitable substantiation, outright gifts, use of life insurance, bargain sales, gifts of remainder interests in residences and farms, conservation easements, charitable remainder and charitable lead trusts, planning with retirement assets, interesting uses for charitable gift annuities, disaster relief, and a comparison of private foundations, supporting organizations, and donor advised funds.

7:00 Registration
7:15 Breakfast, Coffee & Networking
8:00 Welcome and Introductions
8:15 Presentation

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.

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