There are two distinct types of estate planning attorneys, those who are experienced in the very technical aspects of estate, gift and generation-skipping transfer taxes (a.k.a. “transfer” taxes), and those who are not.

James Casey has the technical experience necessary to advise you on all aspects of estate, gift and GST tax planning and related trust and estate administration matters. And, unlike other experienced transfer tax planning attorneys, most of whom are at or near retirement age, James will be available to assist you and your family for many years to come, as your needs change and your plan evolves from the planning stage to the administration stage.

James draws on his eight years of big firm experience to advise high net worth clients on sophisticated estate planning techniques, and to make personalized, custom drafted estate planning documents accessible to clients with a more modest net worth.

Monday – Friday 9am-5pm



Our Address:

24 Corporate Plaza, Suite 200, Newport Beach, CA 92660


33.607568, -117.8745119

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