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Professional Biography

James provides US income and estate tax planning for high-net-worth individuals and family groups. His representations include handling personal tax and estate planning for trusts and holding companies, minimizing US estate and inheritance taxes, avoiding US probate proceedings and revising existing structures in accordance with US laws relating to offshore trusts. He is experienced in international and US estate planning to reduce estate, inheritance and other succession taxes worldwide, including the application of estate tax treaties, as well as the establishment and operation of international charitable foundations. James has presented numerous speeches and training sessions to international trustee companies regarding the use of foreign trusts to minimize US income, estate and generation skipping taxes.

What is your favorite restaurant to take a client or colleague to?

China Tang, Landmark, Central, Hong Kong

What is the best piece of advice you have ever received?

Success is stumbling from failure to failure with no loss of enthusiasm.

What was your first job?

Law clerk in litigation department of a Texas firm, Gardere Wynne

What is the book you recommend to everyone?

Human Kind, a Hopeful History

What changes do you expect to see in your practice over the next year?

Continue to grow as laws and regulations become more complex.