Jim has been actively involved in estate and business succession planning, as well as estate and trust administration and probate litigation for 28 years. In addition, Jim has an active practice in the preparation of Federal and Ohio Estate Tax returns and Federal Gift Tax returns, and in the area of Medicaid planning.
* Member of attorney team responsible for multi-million dollar recovery in will and trust contest matter.
* Supervises and administers 20 to 50 estates at a given time
V.P. Spring Forest Property Owners Association
Former Chairman, Epworth United Methodist Church Foundation
Executive Director France Stone Foundation
Trustee of D.C. Shaw Charitable Trust
Ohio State Bar Association, Estate Planning, Trust and Probate Law Section
Toledo Bar Association, Probate Court Committee
Toledo Estate Planning Council
National Association of Estate Planners & Counsels
University of Toledo (B.A. 1975)
Ohio Northern University (J.D. 1979)
All Ohio Courts
U.S. District Court, Northern District of Ohio
U.S. District Court, Eastern District of Michigan