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James Oberholtzer

James Oberholtzer

James Oberholtzer, Chartered
  • Tax Law, Estate Planning, Real Estate Law...
  • Illinois, Oregon, Virginia, Washington
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Summary

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.

Education
DePaul College of Law
LL.M. (1985) | Tax
Washington and Lee University School of Law
LL.B. (1979)
Earlham College
(1975) Economics
Professional Experience
Oregon State Bar Association
Current
Washington State Bar
Current
Illinois State Bar
Current
Virginia State Bar
Current
Professional Associations
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
Virginia State Bar
Member
Current
AICPA
Member
Current
OSCPA
Member
Current
Jurisdictions Admitted to Practice
Illinois
Oregon
Virginia
Washington
Fees
  • 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.
Practice Areas
  • Tax Law
  • Estate Planning
  • Real Estate Law
  • Securities Law
  • Business Law
Languages
  • English
  • French
  • Latin
Social Media
Websites & Blogs
Website
Website
Contact & Map
Oregon Address
1500 SW First Avenue
Suite 800
Portland, OR 97201
USA
Telephone: (503) 345-0652
Fax: (503) 488-5972
Chicago Address
211 W. Wacker Drive
Suite 1200
Chicago, IL 60606
USA
Telephone: (312) 765-7484