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EileenCasey

Counsel

"I enjoy working with clients to preserve and transfer wealth in a way that obtains each client's personal objectives in the most efficient manner possible."

Overview

Biography

Eileen primarily concentrates her practice on counseling clients in all aspects of estate planning and estate administration, including business-succession planning, asset preservation, special-needs planning, and tax planning. She also has extensive experience counseling business owners regarding closely held businesses, including drafting complex operating and shareholder agreements, representing both purchasers and sellers in the sale and acquisition of businesses, preparing ownership-transition plans, and handling general business issues. 

Eileen has counseled high-net-worth individuals and organizations such as family limited-liability companies in sophisticated estate-planning techniques, including charitable planning, life-insurance trusts, qualified personal-residence trusts, and grantor-retained annuity trusts. Her experience also includes the administration of estates of all sizes, including informal and judicial settlements, preparing estate- and gift-tax returns and disclaimers, and post-mortem tax planning. Eileen also has significant experience in Surrogate’s Court in contested accountings and probate proceedings. 

Bar Associations

  • New York State Bar Association
  • Onondaga County Bar Association

Selected Memberships & Affiliations

  • Barclay Damon’s Women’s Forum
Experience

Representative Experience

  • Represented a large, regional restaurant chain in a sale to a large venture-capital firm.
  • Received a favorable private letter from the Internal Revenue Service ruling a not-for-profit environmental company regarding a change of exempt purpose.
  • Represented several closely held businesses in producing due diligence, disclosure schedules, and negotiating documents.
  • Prepared an application to the IRS to obtain tax-exempt status for a charitable foundation being formed by a large utility company.
  • Represented a complicated and contentious estate in the administration and filing of a large estate-tax return.
  • Represented a large transportation company in an income-tax audit spanning four tax years.
  • Represented a venture-capital firm in the purchase of a niche baked-goods manufacturer.
  • Represented a trustee in ongoing litigation for breach of fiduciary duty regarding a trust with over $40 million in assets.
  • Represented a large commercial construction company in its sale to a Rochester company, reviewed all due diligence, and drafted disclosure schedules.
  • Represented a medical-device manufacturer in the sale of two lighting divisions to two different buyers.

Prior Experience

  • Hiscock & Barclay, LLP, Associate
  • Hancock & Estabrook, LLP, Associate
Knowledge

Selected Alerts & Blog Posts

Featured Media

Alerts

Sweeping Anti-Sexual Harassment Bill Signed Into Law

Alerts

Forum Selection Clauses in IP Licensing: New Impact on IP

Alerts

NYS Court of Appeals Issues Decision on Out-of-State Risk Retention Groups

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