Big Firm Experience & Sophistication
Small Firm Accessibility
After honing his skills for eight years at one of the few AmLaw 100 law firms in Orange County with an active trusts and estates practice, James started his law office with the goal of helping high net worth clients with sophisticated estate planning techniques, and making personalized, custom drafted estate planning documents more accessible to clients with a more modest net worth. By choosing James as your estate planning attorney, you can benefit from his extensive sophisticated estate planning experience, for less than the amount charged by big firms for similar services.
Availability as Your Needs Change &
Your Plans Evolve
There are very few estate planning attorneys like James, who combine extensive big firm experience in sophisticated estate, gift and GST tax planning with a career trajectory that will make him available to you and your family for many years to come.
Most attorneys with extensive experience in transfer tax planning are at or near retirement age. This is because most big law firms left the practice area altogether 15-20 years ago, leaving very few opportunities for attorneys of James’ vintage to learn the very technical aspects of sophisticated estate planning techniques. By choosing James as your estate planning attorney, you will be selecting an attorney who, unlike most other attorneys with extensive transfer tax planning experience, will be available to you as your needs change and your plan evolves from the planning stage to the administration stage.