Cameron Casey

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 (2018-2024)
  • Chambers USA (2018-2020)
  • The Legal 500 (2023-2024)
  • Boston Magazine “Top Lawyers” (2021)
  • Best Lawyers in America (2018-2025)
  • 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

  • “Choice of Entity,” speaker, Massachusetts Continuing Legal Education 25th Annual Nonprofit Law Conference, May 2024
  • "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

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