Patrick B. Casey, J.D., CPA

Counselor and Attorney at Law

I was raised in a highly disciplined environment. My father was a Marine Corps Drill Instructor during the Korean War. He later retired after a distinguished career in law enforcement. Raising his children my father drove the promise of the Great American Dream into our heads, that being that we could be who and whatever we wanted to be, as long as we were the best at it we could be. So it was only natural that when I decided to join the military that I enlist in the Marine Corp. After all, they are the few, the proud, the best.

My quest for the best continued with my secondary education. After honorably completing my tour of duty in the Marine Corps, I enrolled at Florida State University. At Florida State I pursued a degree in accounting. I chose accounting because I believed it to be a highly disciplined and respected profession that it would afford me the greatest understanding of and insight into business.

I pursued my education with the same vehemence that I served the Corps. I was on a mission. That mission was to position myself to be the best student I could be and to catch the attention of the most prestigious employers of the time. My mission was a success. Upon graduation I was offered jobs with several of what was then known as the “Big 8” accounting firms. I ultimately accepted a position with the firm that is presently known as KPMG, one of the current “Big 4” accounting firms.

My venture into public accounting was intended to be short term. The plan was to work in public accounting for three years, gain experience, and then enroll full time in law school. My plan got sidetracked, though, by the success I experienced in public accounting. For the next 12 years I rose through the ranks, gained further knowledge and insight, assumed greater responsibility, and made more money as I worked under the employ of “Big 8”, regional, and large local accounting firms. It just didn’t make sense to give it up.

After 12 years I finally got my 3 year plan back on track. I left the practice of public accounting and enrolled in the Thomas Coley School of Law at St. Thomas University, Hialeah, Florida. There I received my Juris Doctorate degree with honors.

Upon graduating from St. Thomas I immediately established Casey Law Group, P.L. (formerly Casey Law Office, LLC). Since 1993 Casey Law Group, P.L. has been dedicated to helping its clients protect their American dream on their terms through the design and implementation of highly tailored estate, wealth transfer, business, tax savings, and asset and creditor protection strategies.

When not serving clients, I spend my time educating fellow attorneys, financial and accounting professionals, and other allied professionals on current legal developments and strategies. I am a frequent speaker and guest lecturer for organizations such as The Hartford, The Florida Institute of CPAs, WealthCounsel, and have served on the education faculties of Lorman Educatonal Services and New York Life Insurance Company.

In addition to being a member of the Florida Bar, I am admitted to practice before the United States Supreme Court, the Federal District Courts for the Middle and Southern Districts of Florida, and the U.S. Tax Court. I actively participate on the Asset Protection Committee of the RPPTL section of the Florida Bar where I have helped influence the asset protection provisions of the new Florida Trust Code and the revision of the Florida Limited Liability Corporation Act. As an active member of WealthCounsel, LLC, a national consortium of estate planning attorneys, I chaired its committee responsible for modifying the group’s documents to conform to the 2007 revision of the Florida Trust Code.

I was raised in a highly disciplined environment. My father was a Marine Corps Drill Instructor during the Korean War. He later retired after a distinguished career in law enforcement. Raising his children my father drove the promise of the Great American Dream into our heads, that being that we could be who and whatever we wanted to be, as long as we were the best at it we could be. So it was only natural that when I decided to join the military that I enlist in the Marine Corp. After all, they are the few, the proud, the best.

My quest for the best continued with my secondary education. After honorably completing my tour of duty in the Marine Corps, I enrolled at Florida State University. At Florida State I pursued a degree in accounting. I chose accounting because I believed it to be a highly disciplined and respected profession that it would afford me the greatest understanding of and insight into business.

I pursued my education with the same vehemence that I served the Corps. I was on a mission. That mission was to position myself to be the best student I could be and to catch the attention of the most prestigious employers of the time. My mission was a success. Upon graduation I was offered jobs with several of what was then known as the “Big 8” accounting firms. I ultimately accepted a position with the firm that is presently known as KPMG, one of the current “Big 4” accounting firms.

My venture into public accounting was intended to be short term. The plan was to work in public accounting for three years, gain experience, and then enroll full time in law school. My plan got sidetracked, though, by the success I experienced in public accounting. For the next 12 years I rose through the ranks, gained further knowledge and insight, assumed greater responsibility, and made more money as I worked under the employ of “Big 8”, regional, and large local accounting firms. It just didn’t make sense to give it up.

After 12 years I finally got my 3 year plan back on track. I left the practice of public accounting and enrolled in the Thomas Coley School of Law at St. Thomas University, Hialeah, Florida. There I received my Juris Doctorate degree with honors.

Upon graduating from St. Thomas I immediately established Casey Law Group, P.L. (formerly Casey Law Office, LLC). Since 1993 Casey Law Group, P.L. has been dedicated to helping its clients protect their American dream on their terms through the design and implementation of highly tailored estate, wealth transfer, business, tax savings, and asset and creditor protection strategies.

When not serving clients, I spend my time educating fellow attorneys, financial and accounting professionals, and other allied professionals on current legal developments and strategies. I am a frequent speaker and guest lecturer for organizations such as The Hartford, The Florida Institute of CPAs, WealthCounsel, and have served on the education faculties of Lorman Educatonal Services and New York Life Insurance Company.

In addition to being a member of the Florida Bar, I am admitted to practice before the United States Supreme Court, the Federal District Courts for the Middle and Southern Districts of Florida, and the U.S. Tax Court. I actively participate on the Asset Protection Committee of the RPPTL section of the Florida Bar where I have helped influence the asset protection provisions of the new Florida Trust Code and the revision of the Florida Limited Liability Corporation Act. As an active member of WealthCounsel, LLC, a national consortium of estate planning attorneys, I chaired its committee responsible for modifying the group’s documents to conform to the 2007 revision of the Florida Trust Code.