There are three types of clients for which Jim typically worked.
Transitioning a family-owned business from one person to another can be deceptively complicated. Jim helped family clients transfer ownership without delay or potential tax pitfalls.
Jim worked with estates of varying size, from less than $5 million to well over that amount. His duties could have involved 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, fell within Jim’s scope of responsibilities.