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J. Robert CaseyJ. Robert Casey

(617) 574-4170
Fax: (617) 574-7570
400 Atlantic Avenue
Boston MA
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College of the Holy Cross, B.S., 1965

Suffolk University Law School, J.D., 1968

Boston University School of Law, LL.M., 1974

New York


Bob Casey's private client practice focuses on estate planning and estate and trust administration.  Bob brings more than 30 years of experience in both tax and non-tax considerations to the firm's clients. His broad-based practice consists of preparing wills, trusts and related documents for both United States and multinational clients; acting as counsel to estates (in both probate court and estate tax settlement proceedings); advising on protection of assets; advising on tax planning matters (including charitable gift planning); negotiating and drafting prenuptial agreements; and advising clients generally on personal, family and tax matters. He also participates as a trustee in the management of investments in numerous client trusts.

Representative Experience

  • Continuous wealth transfer and asset protection planning for many clients with substantial assets. 
  • Creation of a limited liability company (“LLC”) and family limited partnership (“FLP”) funded with family real estate interests or other assets, and implementation of gifts of LLC and FLP interests to trusts for benefit of family members. 
  • Design and implementation of private placement life insurance products and related irrevocable trusts for client’s family members. 
  • Creation of long-term irrevocable trusts and implementation of gifts of closely held stock to such trust prior to sale of such stock. 
  • Creative asset protection and income tax planning involving irrevocable grantor trusts. 
  • Creation of charitable remainder trusts and charitable lead trusts.
Professional and Community Involvement
  • Board of Directors of The Alliance for Children, Inc.
  • The Childrens Welfare Foundation
  • All Newton Music School
  • Boston Bar Association, Estate Planning Section
  • United States Tax Court Bar
Awards and Recognition
  • Martindale Hubbell Peer Review Rated AV Preeminent TM
Speaking Engagements
Press Releases
num: 6
clientAdvisories: Wealth Transfer Opportunities in the Current Economic Environment
clientAdvisories: Is a Roth Conversion Right for You?
clientAdvisories: Making the Most of the New Tax Law: Estate Planning and Wealth Transfer Strategies in 2011/12
clientAdvisories: The Time is Now: Making Tax-Free Gifts in 2012
clientAdvisories: Congress Passes Sweeping Tax Legislation Affecting Income, Estate and Gift Taxes
clientAdvisories: Supreme Court Strikes Down the Defense of Marriage Act, Bringing Sweeping Changes to Tax Laws
Publications & Mentions
Case Studies
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