Reviews

I engaged Jim after a major investment firm froze all of my father’s assets, and subsequently the assets that I had with the firm as well. At 100 years of age my father had finally begun to succumb to a number of health issues. With diminished capacity as well as significant memory issues, he was declared incompetent. It was a very tough time for the family as you can imagine. My father had a revocable trust in place, and had removed the major investment firm as successor trustee the year before. The investment firm chose to ignore the provisions of the trust, and was not only cavalier about their actions but became virtually non-responsive. Jim engaged directly with the firm’s General Counsel and very appropriately got straight to the matter. Jim also engaged other members of his firm to assist, Christian Perrin specifically, and together they provided our family with excellent counsel and resolved all matters. The investment firm made things very complicated, but Jim resolved matters within 45 days. Jim’s approach was measured and extremely professional. His firm operates as a team, and we felt extremely well represented. Another member of the family is now likely to use their services for estate planning as well. I highly recommend Jim and the firm.

I desired a trust and associated documents to be completed. He and his firm handled that assignment very, very well. All work was done correctly, on time, and very professionally. I can not imagine a more satisfactory encounter.

My family and I called on Jim 5 years ago to assist us in entering into a Guardianship for our brother, who was deemed medically and legally an Incompetent. Jim's knowledge of the State Guardianship laws, coupled with his excellent preparation of the case, took us through Mediation and final Court hearing with all considerations to the best interests of our brother. Jim continues to assist our family with legal advice and actions needed in light of the controversial events still taking place. My family and I highly recommend Jim for legal assistance with Guardianship proceedings.