There are three types of clients for which Jim typically works.
Transitioning a family-owned business from one person to another can be deceptively complicated. Jim helps family clients transfer ownership without delay or potential tax pitfalls.
Jim works with estates of varying size, from less than $5 million to well over that amount. His duties may involve the selling of business assets, division of the estate among heirs, handling financial issues for retiring executives, taking care of widows and widowers, gift transfers, trust establishment and execution, and divorce issues, among other services.
Estate and Trust Administrators
All forms of document creation and handling, as well as the administration of trusts, fall within Jim’s scope of responsibilities.