Practices

• Private Client & Wealth Planning

Biography

Jim has extensive experience in estate planning, tax, business planning, probate, and trust administration. Working closely with clients, he designs and implements a variety of strategies in these areas to best suit his client’s needs. Jim is highly knowledgeable about estate, gift, and California property tax laws, and he employs various techniques to minimize their impact.

In wealth preservation and transfer planning, Jim’s expertise ranges from foundational planning, such as designing and drafting wills and living trusts, to more advanced strategies using family partnerships, irrevocable gift trusts, charitable trusts, and other instruments for preserving, managing, and transferring wealth. Additionally, he advises owners of closely held businesses on tax-advantaged strategies to further their business transactions. His work in this area encompasses business entity selection and formation, buy-sell agreements, and related operations.