J. Robert Casey

Of Counsel
+1 617 574 4170

Representative Matters

Wealth Transfer Planning

Long-term representation of clients in ongoing and continuous wealth transfer planning.

Creation of LLCs and FLPs for Real Estate Interests, Other Assets and Gifts

Creating limited liability companies (“LLC”) and family limited partnerships (“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.

Life Insurance Trusts and Other Irrevocable Trusts

Creation and administration of life insurance trusts and other irrevocable trusts for wealth transfer purposes.

Asset Protection and Income Tax Planning

Creative asset protection and income tax planning involving irrevocable grantor trusts.

Trusts and Charitable Gift Annuity Agreements for Tax-Exempt Donee Organizations

Preparing charitable remainder trusts, charitable lead trusts and charitable gift annuity agreements for donors and on behalf of tax-exempt donee organizations.

Revocable and Irrevocable Trust Arrangements

Drafting and implementing revocable and irrevocable trust arrangements to take advantage of income and wealth transfer planning opportunities. Advising on the selection of trustees and implementing appropriate trustee succession arrangements.

Fiduciary Duties and Tax Laws in the Administration of Estates and Trusts

Advising professional and family executors and trustees in understanding fiduciary duties and tax laws in connection with the administration of estates and trusts.