Cameron Casey

Partner

Cameron Casey provides comprehensive estate planning advice to high-net-worth individuals and families. She works with her clients to develop plans that achieve clients’ goals for themselves, their families and the charitable organizations that are important to them. Strategic tax planning is integral to this process. Cameron serves as a trustee and family advisor for clients, helping them steward family capital, foster intergenerational transitions, and communicate philanthropic values. Cameron also advises tax-exempt organizations and corporate fiduciaries on charitable planning matters.

Recognition

  • Chambers High Net Worth (2018-2023)
  • Chambers USA (2018-2020)
  • Boston Magazine “Top Lawyers” (2021)
  • Best Lawyers in America (2018-2024)
  • National Law Journal “Boston Rising Stars” (2014)
  • Massachusetts Lawyers Weekly “Top Women of Law” (2014)
  • Massachusetts Super Lawyers Rising Stars (2011-2014)

Publications and Presentations

  • "Nuts and Bolts of Bringing a Complaint to Modify or Terminate an Irrevocable Trust,” speaker, Massachusetts Bar Association 11th Annual Probate Law Conference, November 2023.
  • “Current Trends in Charitable Planning,” speaker, Massachusetts Continuing Legal Education 24th Annual Estate Planning Conference 2023, April 2023.
  • “Naming Rights and Morality Clauses,” speaker, Leading by Example: Best Practices in Charitable Giving, November 2022.

  • “Substantiating Charitable Gifts: Know the Rules to Help your Clients Reap the Tax Benefits of their Generosity,” speaker, Boston Estate Planning Council, June 2021.

  • “Recent Developments in Estate Planning,” speaker, Massachusetts Continuing Legal Education 22nd Annual Estate Planning Conference 2021, April 2021.

  • “Crowdfunding and ‘Peer-to-Peer’ Charities,” speaker, Massachusetts Continuing Legal Education Nonprofit Law Conference, May 2020.

  • “Principles for Fundraising with Principals: A Primer on Charitable Gifts of Private Fund Interests,” speaker, Planned Giving Group of New England Conference, May 2019.

Education & Credentials

Harvard Law School
JD, 2003, cum laude
Executive Editor, Harvard Journal of Law & Public Policy
Smith College
BA, 1996, cum laude

Admissions

Massachusetts

Cameron's Insights

Publications 12.14.2023

Corporate Transparency Act:
LLCs and Other Entities Required to Report Ownership and Control Information to the Federal Government, Deadlines Vary

The new federal disclosure requirements under the Corporate Transparency Act (“CTA”) will come into effect on January 1, 2024, although only certain entities (those formed in 2024) will need to report next year.  For entities formed before 2024, the deadline for reporting will be later, on January 1, 2025.

Publications 11.28.2023

Treasury Releases Proposed Donor Advised Fund Regulations Addressing Taxable Distributions and Key Definitions

Following more than 15 years of anticipation, Treasury and the IRS have issued proposed regulations interpreting certain Internal Revenue Code (Code) provisions applicable to donor advised funds (DAFs).

Publications 11.13.2023

IRS Releases Annual Inflation Adjustments for Tax Year 2024

The Internal Revenue Service recently released annual inflation adjustments for 2024. They include increased gift, estate, and generation-skipping transfer (“GST”) tax exemptions and annual gift tax exclusions, increased retirement account limits, and new income tax brackets.

Publications 10.10.2023

Massachusetts Tax Relief Bill Signed Into Law

On October 4, 2023, Governor Maura Healey signed into law “An Act to improve the Commonwealth’s competitiveness, affordability, and equity.”  The Act makes key tax changes to the Massachusetts estate tax and short-term capital gains, and closes the "millionaires tax" loophole for married couples, in addition to other provisions.

Announcements 08.17.2023

Choate Attorneys Recognized in Best Lawyers in America® 2024

Best Lawyers in America® has recognized 43 Choate attorneys in its 2024 edition, including naming 4 partners as Lawyer of the Year in Boston for their respective practice areas.

Announcements 07.20.2023

Choate Private Wealth Practice Recognized in Chambers High Net Worth 2023

Choate is ranked as a Band 1 Massachusetts Private Wealth Law practice in the 2023 edition of Chambers High Net Worth (HNW), along with nine partners receiving local and national rankings.

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