While attending the University of Michigan, Jim completed extensive accounting coursework to prepare for graduate studies emphasizing taxation.  He holds the advanced Master of Laws degree in taxation.

Jim is a Certified Specialist in Estate Planning, Probate and Trust Law, designated by the State Bar of California Board of Legal Specialization after rigorous examination and practice qualification.

Following his admission to the California Bar in 1999, Jim qualified as a member of the United States Tax Court Bar, and was admitted to practice in the Southern and Central Federal Districts of California.  He has appeared in several superior courts, as well as in United States Bankruptcy Court.

Wealth Preservation Group
Probate, Trust & Conservatorship Disputes
Estate Planning
Probate & Trust Administration
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University of San Diego School of Law, Master of Laws
..in Taxation, 2000
University of San Diego School of Law, Juris Doctor,
..Cum Laude, 1999
University of Michigan, Bachelor of Arts in Political
.. Science, 1996
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State Bar of California, member of family law, trusts and
.. estate sections
United States Tax Court Bar
Southern and Central Federal Districts of California
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The Trustee’s Million Dollar Question: Who Should Get Notice of a Trust Administration? California Trusts & Estates Quarterly (Spring 2007) (Author)

California Trust Administration, Chapter 14A, Further Steps after the Death of the First Spouse (2d ed Cal CEB 2008) (Coauthor)

Long-Term Trust Administration: Assets Allocated and the 706 Filed—What Is Next? Estate Planning 2006 (2006 CEB) (Coauthor)

Demystifying QPRTs for Your Clients and Partners; presented at the 2006 California State Bar Annual Convention (Coauthor)

California CPA Education Foundation 2007 Estate Planning Conference: Subtrust Funding

July 26, 2007 Los Angeles
July 27, 2007 San Francisco

California CPA Education Foundation 2008 Estate Planning Conference: Post Mortem Administration Problem Areas

July 24, 2008 Los Angeles
July 25, 2008 San Francisco