| About |
| 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. |
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| Media |
| The Law Office of James Casey's Images! |
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| Phone |
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| Address |
24 Corporate Plaza, Suite 200
Newport Beach, California 92660 |
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| Directory Category |
Attorneys - Newport Beach, California |
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| Owner |
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| Hours |
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| Wednesday | 9:00 AM - 5:00 PM |
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| Thursday | 9:00 AM - 5:00 PM |
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| Services |
| Estate Planning, Trust, Wills, Tax Controversy, Tax Audit, Tax Appeals, Collections Relief, Penalty Abatement, Innocent Spouse Relief, Bankruptcy and Tax, Tax Litigation, Payroll Tax |
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| Popular Services |
| Estate Planning, Trust, Tax Audit |
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| Specialty |
| Estate Planning, Trust, Wills, Tax Controversy |
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| How I Got Started |
| After honing his skills for eight years at one of the few AmLaw 100 law firms in Orange County with an active trusts and estates practice, James started his law office with the goal of helping high net worth clients with sophisticated estate planning techniques, and making personalized, custom drafted estate planning documents more accessible to clients with a more modest net worth. |
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| Favorite Part Of The Business |
| While some attorneys and other so-called legal service providers offer generic, cookie-cutter estate planning documents that are mass produced at a low cost to the client, James believes your estate plan should be custom tailored to your specific goals, after all the facts and circumstances have been analyzed by an experienced estate planning attorney with your best interests in mind. James has a very personalized approach to estate planning, in which he uses explanatory diagrams to help his clients understand the importance of each decision that must be made in connection with establishing an estate plan. |
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| Customer Can Expect |
| By choosing James as your estate planning attorney, you can benefit from his extensive sophisticated estate planning experience, for less than the amount charged by big firms for similar services. |
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| Competes On |
| Convenience • Expertise • Price • Service • Selection • Value |
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| What Sets Us Apart |
| Personalized Approach With Explanatory
Diagrams & Customized Documents |
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| Education |
| Georgetown University Law Center: LL.M. in Taxation and Certificate in Estate Planning, with distinction; Graduate Tax Scholar Scholarship Recipient
Chapman University School of Law: J.D.; Tax Law Emphasis Certificate Honor Graduate Award; Articles Editor, Chapman Law Review
University of Colorado: B.S., Business Administration
Loyola High School |
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| Licenses |
| State Bar of California
ID Number: 254823
Year Admitted: 2007 |
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| Certifications |
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| Member Of |
| Trusts and Estates Section of the California Bar Association
Chapman Endowment Council
Newport Beach Country Club (Social / Sport Member) |
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| Payment |
| Visa, American Express, Master Card, Cash |
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