Secure Your Legacy.
Protect Your Future.
Trusted legal guidance for high-net-worth individuals and families — ensuring your assets and future are secure
ABOUT OUR FIRM
Trusted Counsel. Proven
Experience
At Casey Estate & Business Planning, we specialize in providing personalized legal strategies for individuals, families, and business owners who want to protect what matters most.
100+
We’ve guided more than a hundred families through personalized estate and business planning solutions.
$500M+
From real estate to business holdings, we help clients safeguard substantial assets with strategies.
20+
With decades of combined legal expertise, our team brings deep knowledge and proven insight to every estate.

PRACTICE AREAS
Tailored Planning for
Every Stage of Life and
Business
Estate
Planning
Business
Planning
Trust
Administration
Revocable Living
Trusts
Asset
Protection
Real Property Tax
Issues
Trust & Probate
Services
Tax Efficient
Charitable Transfers
Proper Ownership of
Life Insurance
At Casey Estate & Business Planning, we specialize in providing personalized legal strategies for individuals, families, and business owners who want to protect what matters most. With a focus on high-net-worth clientele.
OUR PROCESS
Guiding You Every Step
of the Way
A thoughtful, step-by-step approach to protecting your wealth, your family, and your future. At Casey Estate & Business Planning, we believe clarity and confidence come from a process that’s as personal.
MEET OUR TEAM
Your Partners in Protecting
What Matters Most.
Michael Casey
Founding Partner
Sarah Mitchell
Senior Associate Attorney
Rachel Lawson
Client Services Manager
David Chen
Estate Planning Attorney
ANNOUNCEMENT & UPDATES
Announcements &
Updates