James Oberholtzer
James Oberholtzer, CharteredJames Oberholtzer has provided legal services to clients for over 35 years. He has provided legal representation to: Families. Estate planning, family wealth planning, wills and trusts, taxation of wills and trusts, guardianship and conservatorships, creation and administration of trusts, and probate of estates. Entrepreneurs. Closely held companies, family partnerships and individual entrepreneurs in formation and finance of enterprises, acquisitions and joint ventures, strategic planning and executive compensation, entity governance, integration of tax, legal and business objectives, protection of intellectual property and selection and supervision of local counsel. Senior Housing. Senior housing owners and operators in acquisition and development of senior housing facilities, operations and finance of senior housing enterprises, and taxation. Large Companies. Large publicly traded companies on intellectual property, acquisitions and mergers, taxation, real estate, employment and related matters, and taxation. Charities and Foundations. Charities and foundations on not for profit governance, obtaining and maintain tax exempt status, donation issues, operations and charitable solicitation, and taxation.
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Real Estate Law
- Commercial Real Estate, Condominiums, Easements, Eminent Domain, Homeowners Association, Land Use & Zoning, Mortgages, Neighbor Disputes, Residential Real Estate, Water Law
- Securities Law
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
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Free Consultation
Initial consultation (usually by phone) for 15 to 45 minutes is free. If you decide to pursue the representation, the initial consultation time is included in billable time on the matter. - Credit Cards Accepted
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Rates, Retainers and Additional Information
Rates vary from $150 an hour to $400 an hour depending on the complexity of the matter. Retainer for new clients is between 10% and 25% of the estimate of total fees for the matter.
- Illinois
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- Oregon
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- Virginia
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- Washington
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- English
- French
- Latin
- Oregon State Bar Association
- Current
- Washington State Bar
- Current
- Illinois State Bar
- Current
- Virginia State Bar
- Current
- DePaul College of Law
- LL.M. (1985) | Tax
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- Washington and Lee University School of Law
- LL.B. (1979)
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- Earlham College
- (1975) Economics
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- Estate Planning Councel of Oregon
- Member
- Current
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- Oregon State Bar Association
- Member
- Current
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- Washington State Bar
- Member
- Current
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- Supreme Court of Illinois ARDC # 3126545
- Active
- Current
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- American Bar Association # 168850
- Member
- Current
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- Virginia State Bar
- Member
- Current
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- AICPA
- Member
- Current
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- OSCPA
- Member
- Current
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- Website
- Website
