Jim is a Specialist in Estate Planning, Trust, and Probate Law, as certified by the State Bar of California Board of Specialization. As an attorney for over 20 years, Jim has helped countless families and individuals in all areas of estate planning. Jim holds a Bachelor of Arts in History from the University of California at Santa Cruz, and a Juris Doctor from Whittier College of Law. Jim focuses his practice on estate planning, probate, trust administration, elder law, special needs planning, Medi-Cal/VA benefits planning and more.

Jim’s professional memberships include: California State Bar, Ventura County Bar Association, El Dorado County Bar Association , WealthCounsel, National Academy of Elder Law Attorneys (NAELA), California Advocates for Nursing Care Reform (CANHR), Aircraft Owner’s and Pilot’s Association (AOPA), Vistage International and Capital City Trial Lawyer’s Association.

In addition, Jim is the best selling author of Savvy Estate Planning; a book that takes the complex topics of living trusts, wills, probate, estate planning and estate administration and puts them into terms that just about everyone can understand. The book is available on amazon.com.

Jim is a California native, devoted husband, and father of three children. He and his wife of 21 years enjoy bicycling and philanthropic community activities.