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Casey Ferri

Casey N. Ferri views estate planning and elder law as her life’s calling. She has experience working with clients of all wealth levels and believes that everyone – regardless of wealth – deserves access to the protections afforded to them by law.

Practice AreasExperiencePublications & AwardsCommunityProfessional

PRACTICE AREAS

  • Elder Law
  • Estate Planning
  • Medicaid Planning
  • Probate and Estate Administration
  • Wills and Trusts
  • Guardianship
  • Veterans Benefits
  • Legal Assistant, Sharp Partners, PA – International Tax Law
  • Student Attorney, Senior Advocacy Unit of Bay Area Legal Services

EDUCATION

  • Stetson University College of Law, J.D., 2012

  • Certificate of Concentration in Elder Law, 2012

  • Winthrop University, B.A., 2009

  • Edge Hill University, Lancashire, England, study abroad, 2008

PUBLICATIONS AND PRESENTATIONS

 

AWARDS AND RECOGNITIONS

  • Recipient, William F. Blews Pro Bono Service Award
  • Recipient, Victor O. Wehle Award for excellence in trial advocacy

COMMUNITY INVOLVEMENT

  • Provides pro bono assistance to Victims of NC Eugenics Program, 2014-present
  • Provides foster home and care for abandoned dogs, Carolina Basset Hound Rescue & Halfway There Rescue, 2014-present
  • Volunteer, Wills for Heroes, 2013-present
  • Volunteer, Alzheimer’s Association, 2013-2014
  • Student mentor, Lunch with a Lawyer, 2013-2014
  • Member and women’s small group leader, Carmel Baptist Church, 2013 – present

BAR ADMISSIONS

  • North Carolina State Bar, 2013
  • South Carolina State Bar, 2014

MEMBERSHIPS AND AFFILIATIONS

  • Appointed to three-year term as Council Member, North Carolina Bar Association, Elder & Special Needs Law Section, 2013-2016
  • Council Treasurer, North Carolina Bar Association, Elder & Special Needs Law Section, 2015 – present
  • Section Newsletter Editor, North Carolina Bar Association, Elder & Special Needs Law Section, 2013 – present
  • Mecklenburg County Bar Association

  • National Academy of Elder Law Attorneys

Meet Casey

Casey Ferri

Casey with her husband, Eric, and Pierre

My husband often jokes that the reason I was drawn to Estate Planning, Estate Administration, and Elder Law was because I basically get to plan things for a living. In reality, he’s probably not far off. Staying organized and having a plan gives me a sense of comfort and peace of mind, especially when things change unexpectedly. I think what I like most about my job is that I’m able to offer that peace of mind to my clients every day. No one can predict where life’s curve balls will come from or when they’ll be thrown. What we do know is that at least one curve ball is likely to hit all of us at some point. We can’t plan for when it will come, but we can plan for how things are handled when it does.

 

I was the first person in my family to attend college, and I’m no stranger to hard work, as I worked full-time as a legal assistant while also attending law school. Unlike other attorneys who practice in a number of areas, I view Estate Planning, Estate Administration, and Elder Law as my life calling. I believe that everyone – no matter the income level and no matter the family situation – deserves access to the protections afforded to them by law.

 

I view my Estate Planning and Elder Law practice as a tool belt that I wear for the benefit of my clients; I have access to a variety of legal tools and mechanisms that can be used alone, or in combination, to create a plan that fits each client’s individual needs. Few things in life excite me more than being able to use my “tools” to take weight off of my clients’ shoulders and give them peace of mind. It’s no exaggeration to say that I treat each and every one of my clients with the same respect and attention that I give my own family members in need of my services.

 

I am married and have a basset hound named Pierre. Pierre is blissfully unaware that he is, in fact, a dog. With that being said, planning for your pet and Pet Trusts are also a part of my Estate Planning practice.

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