At a Glance
Chair of the Trusts & Estates Group, Jim’s clients benefit from his more than 25 years of experience in all aspects of trust and estate planning and administration and succession planning. His expertise also includes taxation, employee benefits and corporate law. When developing tax-planning strategies for clients, he strives to reduce, defer or eliminate the imposition of federal and/or state transfer taxes in connection with achieving estate-planning goals. He was named to The Best Lawyers in America,® Trusts and Estates (2001-2012).