A former Peace Corps volunteer, Kasey brings a friendly and compassionate approach to the sensitive issues surrounding estate planning and probate, helping her clients transfer wealth in a thoughtful and tax-efficient manner.

Kasey focuses her practice on minimizing estate, gift and generation-skipping transfer taxes for high net worth individuals, both domestic and international. She routinely drafts sophisticated estate planning documents and prenuptial agreements. She also advises fiduciaries with respect to estate and trust administration and guides clients through the probate process following the death of a loved one.

Kasey has extensive experience with the formation of tax-exempt entities and regularly counsels private foundations and public charities with respect to governance and compliance matters. She has been involved in numerous tax audits and controversies and has helped negotiate favorable settlements with both the U.S. government and state taxing authorities. She is also highly skilled at preparing estate and gift tax returns.

Contact Kasey A. Place

REMINDER: This listing is a free service of LandCAN.
Kasey A. Place is not employed by or affiliated with the Land Conservation Assistance Network, and the Network does not certify or guarantee their services. The reader must perform their own due diligence and use their own judgment in the selection of any professional.

Listed in:

• Estate Planning Attorneys