Ms. Stephanie Barkholz 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.
Ms. Stephanie Barkholz Casteel
Reviews for Stephanie
Services
Areas of Law
Practice Details
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Payment InformationPayment & Cost FeaturesFixed hourly rates: $475 - $495/hr
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Firm InformationPositionPartnerFirm NameSnell & Wilmer L.L.P.
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Representative Cases & TransactionsCasesRepresentative 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
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Bar Admission & MembershipsAdmissions1991, Georgia
2012, Nevada
MembershipsProfessional 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 & CertificationsLaw SchoolEmory University School of Law
Class of 1991
J.D.
with distinction
Other EducationAgnes Scott College
Class of 1988
B.A.
Economics, with High Honors
Ms. Stephanie Barkholz Casteel
5520 Kietzke Lane, Suite 200Reno, NV 89511U.S.A.
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