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Kasey Place, Ivins, Phillips & Barker, Chartered Photo

Kasey A. Place

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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.

Profile

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.

After volunteering with the United States Peace Corps in Kazakhstan, Kasey received her J.D. from the George Washington University Law School and her Master of Laws from New York University.

Education

New York University School of Law, 2015, LL.M. in Taxation - Executive Program

George Washington University Law School, 2010, J.D.

  • George Washington Scholar
  • Order of the Coif

University of Wisconsin, 2003, B.A.

Bar & Court Admissions

District of Columbia

Experience

Representative Matters

  • Worked with foreign counsel to develop a sophisticated estate plan for a U.S. client with substantial international real estate holdings.
  • Advised trustees regarding tax and non-tax aspects of decanting irrevocable, GST exempt dynasty trusts to modify the trust terms.
  • Structured a GRAT transaction that leveraged mortality discounts with respect to a client’s remainder interest in a terminating trust.
  • Counseled non-resident aliens on the most tax-efficient structures for transferring wealth to U.S. beneficiaries.

News & Events

Speeches & Presentations

  • The Unexamined Trust is Not Worth Drafting. DC Bar: Estates, Trusts and Probate Community, September 12, 2017. Co-Presenter: Linda L. Kotis
  • Back to Basics: Planning with the Annual Gift Tax Exclusion. DC Bar Taxation Section, Estate Planning Committee, January 28, 2014. 
  • Update on Same-Sex Marriage and Domestic Partnerships: What You Need to Know in DC, MD & VA. DC Bar CLE Program, Washington DC, March 19, 2013. Co-Presenter: Brenda Jackson-Cooper
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