Stephanie Casteel’s Public Speaking

My Way: What is the Donor’s Best Charitable Game?  The Anatomy of Supporting Organizations,” ACTEC Annual Meeting, Las Vegas, Nevada, March 2016.

“Charitable Giving: From the Simple to the Sophisticated,” Estate Planning in Depth, ALI-CLE, Madison, Wisconsin, June 2015.

“Charitable Gifts of  Virtual Currency,” ACTEC Summer Seminar, Charitable Planning and Exempt Organizations Committee, Dana Point, California, June 2014.   

“A Potpourri of Charitable Giving Techniques,” Estate Planning in Depth, ALI-CLE, Madison, Wisconsin, June 2014.

“A Cool Idea with Rev. Rul. 2004-5, New Uses for Charitable Gift Annuities, and Report on Notice 2014-4, ACTEC Annual Seminar, Charitable Planning and Exempt Organizations Committee, Tucson, Arizona, March 2014.   

“I Do, Act II: Estate Planning for Second Marriages,” ALI CLE teleseminar/audio webcast, March 2014.   

“Charitable Planning Potpourri,” Advanced Estate Planning Techniques, ALI-CLE, San Francisco, California, February 2014.

“Charitable Planning Today,” 48th Annual Heckerling Institute on Estate Planning, Orlando, Florida, January, 2014.  

“Creative Uses of Charitable Lead Trusts,” Charitable Tricks and Traps for the Estate Planner, ACTEC Summer Seminar, Philadelphia, Pennsylvania, June 2013.  

“Colleges and Universities Compliance Project Final Report,” Charitable Planning and Exempt Organizations Committee, ACTEC Summer Meeting, June 2013.

“Charitable Planning from the Simple to the Sophisticated,” Estate Planning in Depth, ALI-CLE, Madison, Wisconsin, June 2013. 

“The Word From Washington,” Charitable Planning and Organizations Group of the Real Property, Trusts & Estates section of the American Bar Association, 24th annual Spring Symposia, Washington, D.C., May 2013.

“Charitable Planning Techniques,” Brandon Hall School, Grandparents Day, Atlanta, Georgia, April 2013.

“Document Drafting—What’s New, Different and Exciting: An Updated Will and Trust Form Book for Georgia,” 58th Annual Estate Planning Institute, Athens, Georgia, February 2013.

“Premarital Agreements, “Atlanta Bar Association, Atlanta, Georgia, October 2012.

“Premarital Planning and Community Property,” Estate Planning in Depth, ALI-CLE, Madison, Wisconsin, June 2012.  

“Charitable Hot Topics,” 23rd Annual Spring Symposia, ABA Section of Real Property, Trust & Estate Law, Washington, D.C., May 2012.  

“Premarital Agreements,” Estate Planning in Depth, ALI-CLE, Madison, Wisconsin, June 2011.

“All is NOT Quiet on the Charitable Front,” 22nd Annual Spring Symposia, ABA Section of RPTE, April 2011.  

“Ensuring a Pet’s Continued Care: Advising Your Clients About Legal Planning For A Pet’s Care,” Animal Law and the Experts, Animal Law Section, State Bar of Georgia, March 2011.  

“Estate Planning for Women,” A. Montag & Associates Fall Seminar for Women, Atlanta History Center, November 2010.

“Dealing with Donor-Imposed Restrictions on Charitable Gifts: When Donors Want to Make the Rules,” 44th Annual Southern Federal Tax Institute, Atlanta, Georgia,  October 2009, and WEDU’s 5th Annual Estate Planning Seminar, Tampa, Florida, October 2010.

“Charitable Gift Planning: Fitting the Technique to the Client, Georgia Planned Giving Council, Atlanta, Georgia, September 2010.

“Estate Planning for Pets,” Fiduciary Section, State Bar of Georgia, Fiduciary Law Conference, St. Simons, Georgia, July 2010.  

“Charities in Transition: The Updated Status of Private Foundations, Supporting Organizations and Charitable Planning,” RPTE Spring Symposium, New York, New York, May 2010.

“Charitable Gift Planning: Fitting the Technique to the Client,” Family Wealth Management Seminar, Georgia State Bar, September 2010, Georgia Federal Tax Conference, June 2009, and Georgia Planned Giving Council Annual Meeting, November 2009.

“Nonprofit Legal Checkup,” Pro Bono Partnership, Atlanta, Georgia, August 2009.

“A Conversation with Treasury: New Developments,” Charitable Planning and Organizations Group of the Real Property, Trusts & Estates section of the American Bar Association, 20th annual Spring Symposia, 2009 (interview published in EO Tax Journal).

Interviewed about Bernard Madoff on CNN’s “Eleven O’Clock Show,” December 20, 2008.

Interviewed about Bernard Madoff on the local 5:00 news with Pam Martin (WBS-TV), December 23, 2008.

“The New Form 990: Increased Transparency for the Exempt Organization,” Charitable Planning Committee, ACTEC Fall Meeting, October 2008.

“The New Form 990 and Corporate Governance,” Legal Issues Forum, American National Standards Institute, October 2008.

“Planning and Drafting Premarital Agreements,” ALI-ABA Estate Planning in Depth, June 2008-2012 and 2005.

“Non-Profit Activity in an Election Year: Staying Out of Trouble,” King & Spalding Healthcare Roundtable, August 2008.

“Final Regulations on Interaction of Exempt Status and Excess Benefit Penalties,” Charitable Planning Committee, ACTEC Summer Meeting, June 2008.  

“Charitable Philanthropy Planning and Choice of Entity in a Changing World,” Charitable Planning and Organizations Group of the Real Property, Trusts & Estates section of the American Bar Association, 19th annual Spring Symposia, May 2008.

“IRS Form 990: The New Paperchase,” 2008 K&S Healthcare Law and Policy Forum, April 2008.

“Supporting Organizations and Donor Advised Funds,” Exempt Organizations Committee of the Tax Section and Charitable Planning and Organizations Group of the Charitable Planning and Exempt Organizations Section of the Real Property, Trusts & Estates section of the American Bar Association, Joint Fall CLE Meeting, 2008.

“Legal Update,” Atlanta Corporate Donors Group, March 2007.

“Effective Trustee Governance 101” and “Advanced Trustee Governance 201,” Southeastern Conference of  Foundations Annual Meeting, November 2006.

“Buy-Sell Agreements,” 2004-2005 Developments on Family Limited Partnerships, S Corporations Reform, and Closely Held Businesses, American Bar Association, Probate & Trust Law Symposium, February 2005.

“Funding Marital and Bypass Trusts,” Georgia State Bar, Estate Planning Institute, February 2005.

“The Total Return Unitrust,” Atlanta Estate Planning Council, May 2004.

“Advanced Estate Planning Techniques,” Atlanta Bar Association, Elder Law Committee, February 2004.

“Intergenerational Transition Vehicles and Techniques,” ICBA Family Banking Issues And Opportunities Conference, September 2003.

“Charitable Planning in Today’s Economic Environment: Charitable Lead Trusts,” Fiduciary Section of Georgia State Bar, Fiduciary Law Conference, July 2003, and Estate Planning Conference of the Georgia Society of CPAs,  July 2003.

“Drafting With Uncertain Tax Laws,” Georgia Association of Women Lawyers, Estate Planning and Financial Wellness Symposium, May 2003.

“Estate Planning Techniques in Response to the 2001 Tax Act,” CLE Options Network Broadcast, April 2002.

“The Evolution of the Total Return Unitrust,” Athens Fiduciary Law Seminar, February 2002.

“Sophisticated Wealth Transfer Strategies,” Fiduciary Section of Georgia State Bar, Fiduciary Law Conference, Summer 2001.

“Sophisticated Estate Planning,” Campbell Trust School, Winter 2000.

“The Total Return Unitrust,” Savannah Estate Planning Council, Winter 2000.  

“The QTIP Trust:  Strategic Planning Opportunities and Selected Issues of Funding and Administration,” Fiduciary Section of Georgia State Bar, Fiduciary Law Conference, Summer 1999; shorter version presented to Decatur Estate Planning Council, Fall 1999.
“Maximizing Valuation Discounts on Family Limited Partnerships,” Savannah Estate Planning Council, Spring 1997.