Your Trusted Tax Attorney in Newport Beach
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.
Taxpayer Representation for
All Tax Problems
- a tax lawyer, with 15 years of experience as a trial attorney for the IRS, who now helps taxpayers put an end to their tax problems by utilizing her experience, insights, connections and inside knowledge of the procedures and techniques employed by the taxing agencies to benefit her clients,
- a tax attorney with less experience, insights, connections and inside knowledge, or
- a large corporate tax resolution firm that spends millions of dollars on advertising and may have dozens of different people working on your case, many of whom are not tax attorneys or even licensed tax preparers?
Give us a call today to schedule your initial tax consultation.