Jim is a Trust and Estate attorney whose practice has focused on trust and estate planning and administration for over 30 years. He has advised clients regarding the full range of sophisticated estate planning issues and techniques along with the business and related tax issues which frequently are part of sophisticated plans. Jim’s practice concentrates on planning for high net worth clients and frequently involves ownership and management succession planning for owners of closely held businesses. He serves as counsel to several large family offices. In addition, Jim has substantial experience representing beneficiaries in litigated trust disputes.
Jim is a past Chair of Bond's Trust and Estate Department.
Estate of John Saxton. — Early seminal case in New York regarding a trustee''s duty to diversify. We represented the beneficiaries versus the corporate trust. The trial verdict awarded damages in excess of 8 figures. The dispute was settled following a subsequent appeal.