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About 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.
Practice Areas
Credentials
Education
- DePaul College of Law
- LL.M. (1985)
- Tax
- Washington and Lee University School of Law
- LL.B. (1979)
- Earlham College
- (1975) Economics
Bar Admissions
- Estate Planning Councel of Oregon
- Member
- Oregon State Bar Association
- Member
- Washington State Bar
- Member
- Supreme Court of Illinois ARDC # 3126545
- Active
- American Bar Association # 168850
- Member
- Virginia State Bar
- Member
- AICPA
- Member
- OSCPA
- Member
Professional Experience
- Oregon State Bar Association Current
- Washington State Bar Current
- Illinois State Bar Current
- Virginia State Bar Current
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