Background

James focuses his practice in estate planning, trusts and estate administration, charitable giving, and business succession planning.

James has an extensive background in tax, having owned an income tax preparation firm prior to attending law school. He leverages his tax knowledge and his prior estate planning experience to assist clients with achieving their financial and estate planning goals. 

Before establishing his own practice, James was an Associate at Birchstone Moore LLC, where he worked on complex estate plans for high-net-worth clients. Prior to his tenure at Birchstone Moore LLC, James was an associate at Pasternak & Fidis, P.C., where he worked with clients to establish and implement their estate plans and assisted clients in estate administration matters.

James enthusiastically approaches each estate planning matter and develops creative ideas to solve client problems, and our clients appreciate James’s warm and friendly personality as well as his meticulous attention to detail. 

Outside of his practice, James enjoys cooking, reading, hiking, and traveling.