Jim maps out the visions of the future to achieve the goals of business succession and estate planning.
Working closely with clients, Jim develops business succession plans, estate plans and trusts, forms corporate and non-profit entities and prepares shareholder buy-sell agreements. He crafts business-related contracts, including agreements concerning employment, severance, non-compete, non-solicitation and non-disclosure.
Jim serves as Of Counsel to Buckley King. He presents to clients, lawyers and trade associations on topics involving:
- Business Succession Planning
- Probate Procedures and Practice
- Preparation and Review of Essential Probate Documents
- Estate Planning Techniques and Administration Procedures
when skill matters
- Represented fiduciaries in administration of multimillion dollar estate involving tax issues of valuation of non-U.S. real property, pre-death gifting, federal income tax audits, and general federal estate tax issues.
- Represented numerous start-ups and existing companies in employment matters, stock purchase agreements, and business succession planning.
- Represented real estate enterprise in development of multi-entity structure.
- Handled dispositions of entertainment and multimillion dollar construction businesses.
- Represented trade association in attorney general’s investigation.
noteworthy achievements
- Martindale-Hubbell AV Preeminent Rated
- Top Lawyers in Central Ohio
- Law You Can Use: Living Wills and Anatomical Gifts (Author, Ohio State Bar Association, 2004-2008)
civic involvement
- Friends of the Grandview Heights Public Library - Board, Past President
- Northwest Counseling Services - Board
professional associations
- Ohio State Bar Association - Estate Planning, Trust + Probate Law Section
- ACCA Central Ohio Chapter - Joint Committee, Member
- Columbus Bar Association - Fee Dispute Arbitration Committee; Estate + Gift Tax Committee; Probate Committee
- Delaware County Bar Association - Unauthorized Practice of Law Committee, Co-Chair