Alert 10.18.23
Estate and Tax Planning 2023 Update: Act While You Can
Although the IRS is now on high alert for wealthy individuals, new and existing planning opportunities are available, such as tax-free gifts and other advantageous planning.
James Dunn develops and implements sophisticated strategies to help high-net-worth clients preserve their wealth.
James focuses his practice on estate and wealth transfer planning. He regularly counsels individuals and families, estates and trusts, and closely held businesses.
Professional Highlights
Speaking Engagements
- “Advanced Gifting Strategies for Estate Planners: Balancing Income and Transfer Tax Benefits for Individuals, Couples,” Strafford Webinar (June 29, 2023).
Education
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J.D., University of California, Berkeley School of Law (Berkeley Law), 2016
Certificate in Business Law;, Jurisprudence Award, Advanced Legal Writing; Berkeley Business Law Journal, Senior Articles Editor and Executive EditorB.A., University of Nevada, Reno, 2012
magna cum laude
Admissions
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California
Colorado
Nevada
Clerkships
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Law clerk to former Chief Justice Michael A. Cherry (retired), Nevada Supreme Court