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.
| Areas of Practice | 1) Estate Planning, 2) Tax Audit, 3) Tax Appeals, 4) Tax Collection Relief, 5) Penalty Abatement, 6) Bankruptcy and Tax, 7) Innocent Spouse Relief, 8) Tax Litigation and 9) Payroll Tax |
Barton W.S. Bassett is the leader of Morgan Lewis's Tax Practice. Mr. Bassett's practice focuses on international tax planning for both the outbound operations of U.S. multinationals and the inbound operations of foreign multinationals.
Celia Roady is a partner in Morgan Lewis's Tax Practice.Ms. Roady has published extensively in various journals on exempt organizations.
Ellen J. Deringer is of counsel in Morgan Lewis's Personal Law Practice.Ms. Deringer earned her J.D. from the University of Pennsylvania Law School in 2000 and her B.A. from Brown University in 1995.
