James Whitney

Born 4/15/1943 in Worcester, MA
As a child lived in Worcester, MA and the cities/towns of Carmel, Plymouth, Biddeford, Auburn and Portland, Maine
Graduated Clark University in 1965 with an A.B. degree in Government and International Relations
Graduated Suffolk University Law School in 1971 with a JD degree
Served in the U.S. Navy - honorably discharged after 5 years as a Yeoman Petty Officer 3rd Class
Active in politics - serving three terms in the Massachusetts House of Representatives. Committees were Health Care, Insurance, and Criminal Justice
Served in numerous town offices including Moderator, Vice Chairman of the Planning Board, and Town Administrator
Worked in the investment industry as a broker, branch manager, regional sales manager, and estate planning department manager - for both regional and national firm
Married for 45 years with 5 children and 13 grandchildren

Rhode Island State Bar

Member

Current

Massachusetts

Since 1971

New York

Since 2007

Rhode Island

Since 2007

1st Circuit

Since 1972

U. S. Tax Court

Since 1979

Elder Law

Estate Planning

Guardianship & Conservatorship, Health Care Directives, Trusts, Wills

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