Jim, now retired, graduated from Kansas State University, Washburn School of Law with honors, holds a Masters of Law in Taxation from New York University, and is also a CPA. He practiced law since 1988, and concentrated his practice in the areas of estate planning and administration, including business succession planning, estate and trust administration, income, estate and gift tax planning, and the establishment of charitable organizations.
During his years of practice, Jim became very experienced working with high net worth families doing multi-generational estate planning. He also handled many challenging trust and estate administrations. He is very pragmatic and has good street-smarts.
Over the years, Jim had written professional articles and lectured to professional organizations on tax and estate planning issues. Although he is enjoying retirement, his many clients remain in good hands at Wyse Kadish.
For a second year, Anne Koch is co-presenting a CLE on Business Transactions as part of the Oregon State Bar Professional Liability Fund’s “Learning the Ropes” series, offered for new admittees and lawyers entering private practice in the state of Oregon. Learning the Ropes will be held November 8-10 in Portland. https://osbplf.org/cle-classes/2022-learning-the-ropes/