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James Paul Casey IV

James Paul Casey IV


Estate Planning and Tax Lawyer
The Law Office of James Casey
Newport Beach, CA
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About James Paul Casey IV

Attorney Biography

The Law Office of James Casey has two distinct service offerings — (1) estate planning and (2) tax controversy. The firm’s estate planning practice is led by James Casey, who is a Certified Specialist in Estate Planning, Trust & Probate Law with 12+ years of experience advising high net worth clients on sophisticated estate planning techniques and trust administration matters. The firm’s tax controversy practice is led by James’ partner, Mindy Meigs, who leverages her 15+ years of experience with the IRS Office of Chief Counsel, to advise her taxpayer clients in connection with tax audits, collection and refund matters, appeals, fraud investigations, foreign asset reporting, partnership tax matters, bankruptcy matters and penalty abatement.


Practice Areas

 
Estate Planning (50%)
 
Tax Law (50%)

More Estate and Probate Law Lawyers in California

ENHANCED PROFILES



Résumé - James Paul Casey IV

Bar Licenses

California State Bar
California
Member in Good Standing
2007

Education

Fowler School of Law - Chapman University
Fowler School of Law - Chapman University
J.D.

Specialty Certifications

State Bar of California
Board Certified Specialist
Estate Planning, Trust and Probate Law
State Bar of California

Associations

California Lawyers Association, Trusts and Estates Section
Member
California Lawyers Association, Trusts and Estates Section

California Lawyers Association
Member
California Lawyers Association

Commercial Recognitions

Professional Involvement badge
Recognized for Professional Involvement
Lawyer Legion
2024

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Attorney Endorsements

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Contact James Paul Casey IV

James Paul Casey IV
The Law Office of James Casey
24 Corporate Plaza, Suite 200
Newport Beach, CA 92660
caseytaxlaw.com
Office: 949-706-9816

More Information

Bar License Information

California Bar Membership -

James Paul Casey IV - Profile information with the State Bar of California - Find more information about James Paul Casey IV on the State Bar of California website, including: current status, actions affecting eligibility to practice law and disciplinary history.


Specialty Certification Information

Estate and Probate Law Certification -

CBLS Board Certification in Estate Planning, Trust and Probate Law - Lawyers certified in Estate Planning, Trust and Probate Law with the State Bar of California Board of Legal Specialization have demonstrated substantial involvement in this area of practice.


The CBLS defines the term "estate planning, trust and probate law" as the practice of law dealing with:


  • "the creation, protection and disposition of a client's assets, during life and upon and after death, in accordance with the client's expressed desires;

  • the tax and family relationship consequences of the client's acts and desires;

  • the preparation of wills, trusts and other documents to carry out the client's desires;

  • the administration of estates and trusts (such as necessary court or non-court procedures; tax reporting, payment of tax and tax audits; and management and transfer of assets); and

  • the protection of the property and provision for the personal needs of individuals unable to handle their own affairs by reason of age, illness or other incapacity."

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