James Oberholtzer

James 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.

DePaul College of Law

LL.M. (1985) | Tax

1985

Washington and Lee University School of Law

LL.B. (1979)

1979

Earlham College

(1975) Economics

1975

Oregon State Bar Association

Current

Washington State Bar

Current

Illinois State Bar

Current

Virginia State Bar

Current

Estate Planning Councel of Oregon

Member

Current

Oregon State Bar Association

Member

Current

Washington State Bar

Member

Current

Supreme Court of Illinois ARDC  # 3126545

Active

Current

American Bar Association  # 168850

Member

Current

Illinois

Since 1980

Oregon

Since 2002

Virginia

Since 1979

Washington

Since 2008

• 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
• 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.