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8TH ANNUAL HAWAII ACTEC FELLOWS PLANNING CONFERENCE The Hawaii Fellows of the American College of Trust & Estate Counsel (ACTEC) in conjunction with the HSBA Probate and Estate Planning and Elder Law Sections and the Center for Professional Advisors by the Hawaii Community Foundation present and cohost the 8th Annual Hawaii ACTEC Fellows Planning Conference

SAMUEL A. DONALDSON, ESQ. Are Corporations The New Black? STEPHANIE (STEVIE) CASTEEL, ESQ. Charitable Reset For 2018 DATE: August 10, 2018 PLACE: YWCA—FULLER HALL 1040 Richards St. Honolulu, HI Lunch courtesy of Bonhams 12:00-1:00 pm (must rsvp) PROGRAM: 1:00-5:00 pm Pupus and Cocktails to follow courtesy of Cadinha & Co.

Cost: $100.00 received by 7.10.18 / $110.00 after 7.10.18 Probate and Elder Law Section Members: $85.00 received by 7.10.18/ $95.00 after 7.10.18 3.25 hrs of HI CLE Credit (No Ethics) 4.0 hrs of CPA CPE Credit (please return this portion with your payment)

Attendee #1:

Member: Probate: ____ Elder Law: ____

Attendee #2:

Member: Probate: ____ Elder Law: ____

Lunch (must rsvp) Attendee #1: Yes: ___ No: ___

Attendee #2: Yes: ___ No: ___


Phone: ____________

Email #1: Payment: $

___ Email #2:


( ) Check Enclosed (payable to RANDALL M. L. YEE) ( ) Via Credit Card (go to

Mail Registration Form to: Randall M. L. Yee, 1000 Bishop Street, #908, Honolulu, Hawaii 96813 Email: / Ph: 808.524.4501 / Fax: 1.888.524.0407

8th Annual ACTEC

SAMUEL A. DONALDSON, ESQ. Before joining the Georgia State Law faculty in 2012, Samuel A. Donaldson, professor of law, was at the University of Washington School of Law for 13 years. During his tenure at the University of Washington, he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the law school’s Student Bar Association. He served for two years as an associate dean for academic administration and six years as the director of the law school’s graduate program in taxation. Donaldson teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility. Donaldson is an academic fellow of the American College of Trust and Estate Counsel and a member of the Bar in Washington, Oregon, and Arizona. Among his scholarly works, Donaldson is a co-author of the popular West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by Wolters Kluwer. He has served as the Harry R. Horrow Visiting Professor of International Law at Northwestern University and a visiting assistant professor at the University of Florida Levin College of Law. Donaldson, an amateur crossword constructor’s puzzles have been published in The New York Times, The Los Angeles Times, The Washington Post, The Wall Street Journal and other outlets. Donaldson’s educational background: LL.M., University of Florida College of Law, J.D. Magna Cum Laude, University of Arizona College of Law, B.A. with Highest Honors, Oregon State University.

STEPHANIE (STEVIE) CASTEEL, ESQ. Stephanie (Stevie) Casteel practiced as a partner with the Tax/Trusts & Estates practice group at King & Spalding until that firm ceased practicing in this area in 2010. She is a founding partner of Wallace Morrison & Casteel LLP in Atlanta, Georgia and South Lake Tahoe, Nevada and is licensed to practice law in the states of Georgia and Nevada. Stevie’s law practice focuses primarily on sophisticated estate planning techniques, nuptial agreements, charitable planning, and exempt organizations, and domestic asset protection. Stevie received her law degree with distinction in 1991 from Emory University College of Law, where she served as managing editor of the Emory Law Journal and was elected to Order of the Coif. Immediately after graduating from law school, she served from 1991-1992 as law clerk to the Honorable Morey L. Sear of the Eastern District of Louisiana. She graduated with honors from Agnes Scott College in 1988. Stevie has been named a Georgia Super Lawyer by Atlanta Magazine annually since 2004 and as one of the Top 50 Women Lawyers between 2009 and 2011. She has been selected as one of Georgia Trend’s Legal Elite since 2012 and has been selected by her peers to be included in the Best Lawyers in America Guide in the areas of both Non-Profit/Charities Law and Trust & Estates since 2009. She also is listed in the High Net Worth Guide published by Chambers. Stevie is a Fellow of The American College of Trust and Estate Counsel (ACTEC) and serves as Chair of its Audit Committee and as an appointed member of its Charitable Planning and Exempt Organizations and Asset Protection Committees. Stevie serves the American Bar Association (ABA) as the Probate and Trust Articles Editor for Property & Probate and she served as the prior Chair of the Charitable Planning Committee of the Charitable Planning and Exempt Organizations Group of the Real Property, Trust & Estate Law Section. Stevie is a member of the American Law Institute-Continuing Legal Education (ALI-CLE) Estate Planning Advisory Panel and as Co-Chair of the ALI-CLE program, Estate Planning in Depth, which takes place at the University of Wisconsin Law School every Summer. She has served as the primary drafter of the ABA’s comments to the IRS in response to the supporting organization Advance Notice of Proposed Rulemaking and Proposed Regulations and has participated in several direct conversations with the IRS concerning the new rules applicable to supporting organizations. In these roles, Stevie has developed a national expertise in estate planning, non-profit law, and charitable giving.

8th Annual Hawaii ACTEC Fellows Planning Conference  

The Hawaii Fellows of the American College of Trust & Estate Counsel (ACTEC) in conjunction with the HSBA Probate and Estate Planning and El...

8th Annual Hawaii ACTEC Fellows Planning Conference  

The Hawaii Fellows of the American College of Trust & Estate Counsel (ACTEC) in conjunction with the HSBA Probate and Estate Planning and El...