Snell & Wilmer L.L.P.Partner

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About Ms. Stephanie B. Casteel

Ms. Stephanie B. Casteel is a lawyer practicing private client services, trust & estate, estate planning. Stephanie received a B.A. degree from Agnes Scott College in 1988, and has been licensed for 35 years. Stephanie practices at Snell & Wilmer L.L.P. in Reno, NV.

Awards

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Services

Areas of Law

  • Trusts and Estates 1
    • Estate Planning
  • Other 2
    • Private Client Services
    • Trust & Estate

Practice Details

  • Payment Information
    Payment & Cost Features
    Fixed hourly rates: $475 - $495/hr
  • Firm Information
    Position
    Partner
    Firm Name
    Snell & Wilmer L.L.P.
  • Representative Cases & Transactions
    Cases
    Representative Experience: Provided estate planning counsel to more than a dozen clients with wealth in excess of $100 million
    Assisted $200+ million private foundation with grants
    economic development for a rural community
    Advised $100+ million entrepreneur regarding innovative charitable projects
    Local counsel to estate of notable real estate developer
    neo-futuristic architect
    Advised nearly $100 million corporate charity located in the Southeast United States
    Reformed
    decanted poorly drafted trusts after sale of privately held company
    Developed experience in non-grantor incomplete gift trusts
    Assisted dozens of clients with transfers of their wealth to successive generations
    Advised high-profile clients on matters of wealth transfer, business succession planning, nuptial agreements, charitable planning
    exempt organizations
    Assisted in transferring multi-million-dollar company to second
    third generations with no transfer tax
    Advised large hospital on employee relief plans
    H
    led large estate tax audit with forestry assets
    Prepared Tax Court petition contesting valuation of large lighting company
    Applied wealth transfer planning techniques to the estates of high net-worth clients

Experience

  • Bar Admission & Memberships
    Admissions
    1991, Georgia
    2012, Nevada
    Memberships

    Professional Memberships and Activities

    •American College of Trusts & Estates Counsel
    •Board Regent (2020-present)
    •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)
    •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)

  • Education & Certifications
    Law School
    Emory University School of Law
    Class of 1991
    J.D.
    with distinction
    Other Education
    Agnes Scott College
    Class of 1988
    B.A.
    Economics, with High Honors

Ms. Stephanie B. Casteel

Partner at Snell & Wilmer L.L.P.
Not yet reviewed

5520 Kietzke Lane, Suite 200Reno, NV 89511U.S.A.

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