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James Casey
Attorney

James Casey

Estate Planning Attorney: Big Firm Experience & Sophistication - Small Firm Accessibility

at Law Office of James Casey - Estate Planning & Trust Administration

Newport Beach, California

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Specialties & Experience

Tax Law

About James Casey

I specialize in advising individuals, families and fiduciaries on all aspects of estate planning and trust administration. With my eight years of experience at one of the few large, national law firms with an active trusts and estates practice, I provide my clients with the level of sophistication expected of a large law firm (and typically not available from a small firm), at a more affordable price than that charged by the large firms. While my high net worth clients benefit from my extensive experience with advanced estate planning techniques, my clients with a more moderate net worth benefit from my personalized approach to estate planning. All of my clients, regardless of their net worth, receive personalized, custom drafted estate planning documents tailored to their specific goals, not the cookie-cutter documents mass produced at a low cost by some attorneys. Unlike other attorneys with extensive experience in estate, gift and generation-skipping transfer (“GST”) tax planning, most of whom are at or near retirement age, I will be available to assist my clients and their families for many years to come, as their needs change and their estate plan evolves from the planning stage to the administration stage. Please visit my website for additional information (http://caseyestateplanning.com).

Law Firm

Location & Contact

Newport Beach, California

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