Jim is a shareholder at the firm, practicing primarily in taxation, estate planning, business planning, and business law. He has been representing, advising, and assisting clients for more than thirty-eight years. Jim is also a Certified Public Accountant (CPA) and uses that educational background and additional professional expertise in advising his clients, specifically individuals, businesses and business owners in their estate and business planning needs. Jim has been selected by his peers for inclusion in The Best Lawyers in America 2020, in the field of Trust and Estates (25 years selected) and the 2019 AV® PreeminentTM Attorney rated by Martindale-Hubbell, which is the highest peer rating standard. He has also been selected for inclusion in the 2018 AV® PreeminentTM Attorney – Judicial Edition rated by Martindale-Hubbell and the Great Plains Super Lawyers List (12 years selected).
Jim provides comprehensive services in connection with wills, revocable and irrevocable trusts, and estate tax, gift tax, generation-skipping transfer tax planning and post-death administration of estates and trusts. Jim works to understand each client’s individual goals so that he can advise and assist in preparing a tax-conscious and cost-effective plan to accomplish the estate planning goals of each client.
Jim represents businesses and business owners in a variety of business-related matters, including taxation, business organizations and reorganizations, and mergers and acquisitions. In addition, Jim leverages his many years of experience in taxation, estate planning, and business law to offer business succession planning services, ensuring that business succession plans are tax-effective and incorporate unique estate planning goals of each client.