Overview

James H. Cundiff (Jim) advises clients on family wealth and business planning, federal estate, gift and generation-skipping tax planning, and estate and trust administration. Jim represents entrepreneurs, corporate executives, and other business leaders and wealthy individuals on estate and tax planning matters.

Counseling closely held businesses and family members, Jim is actively engaged in the structuring of family businesses as well as business control and succession planning, multi-generational wealth transfer planning, and estate plan design and implementation. Jim works with several single-family offices on the creation and administration of private investment pools and private trust companies. As a certified public accountant, Jim bridges the gaps between financial, tax and legal issues. Jim frequently writes and speaks on a variety of tax and estate planning subjects.

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