Sócio

James A. Casey

Private Clients, Trusts & Estates, Tax

"James excels in every facet. His knowledge and expertise are matched by his thoughtful and attentive client service."
Chambers USA

Geral

James Casey is a partner in Mayer Brown’s Chicago office and leads Mayer Brown’s Private Client, Trusts & Estates practice. He has a wide‐ranging estates, trusts and foundations practice. He has significant experience in representing not‐for‐profit organizations, and in representing high net‐worth individuals and families in all aspects of estate planning.

With respect to not‐for‐profits, Jim provides advice in all matters relating to formation, administration, grant making, fundraising and planned‐giving, tax planning and compliance, and litigation. He is frequently called upon by not‐for‐profit boards and managers to address the most complex legal issues. With almost two decades of experience at Mayer Brown, he knows well the resources of Mayer Brown’s international reach, and is thereby well‐suited to bring a team‐oriented, multi‐disciplinary approach to solving these issues. Jim is experienced in working directly with regulators (including the Internal Revenue Service and state attorneys general) in matters relating to the ongoing tax qualification and regulatory compliance with respect to his not‐for‐profit clients. Clients he represents include public charities, private operating and non‐operating foundations, community foundations, university endowments, hospital endowments and corporate foundations.

Serviços e Indústrias Relacionadas

Reconhecimento

"Jim Casey is an exceptional attorney with a professional yet personal perspective." – Chambers USA

Formação Acadêmica

  • The John Marshall Law School, JD, cum laude
    Executive Editor, The John Marshall Law Review
  • Western Michigan University, BBA
  • Certified Public Accountant, Illinois

Registros

  • Michigan
  • Illinois

Atividades

  • Chair, Ravinia Planned Giving Advisory Board
  • Member, WTTW‐11 and 98.7‐WFMT Planned Giving Advisory Committee; Committee Chair from 2007 through 2017
  • Member, Professional Advisory Committee of The Chicago Community Trust
  • Chicago Estate Planning Council
  • Chicago School of Violin Making, Former Board Member
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