Jim Ellis Email & Phone Number

I specialize in tax, estate planning, charitable giving, and trust and estate administration for wealthy individuals and families. My experience includes advising corporate and individual fiduciaries of trusts and estates, and senior executives of family offices. I have a particular expertise with founders of successful business ventures, and with executives of public corporations.My experience spans the full array of wealth transfer and estate planning techniques appropriate for wealthy families, from the simple to the truly complex. I have spent significant time planning for transfers of compensatory stock options and restricted stock, private company equity in advance of M & A transactions and IPOs, interests in private investment funds, and structured financial instruments, as well as for transfers of traditional private business interests and investment portfolios. My trust and estate administration experience includes a focus on modern fiduciary duties imposed when constructing and administering investment portfolios. I have also focused on intra-state trust planning, with an eye to reducing the burden of state level fiduciary income tax as well as state death taxes.Specialties: Tax and Estate PlanningTrust and Estate AdministrationCharitable PlanningIntra-State Trust Planning

Listed skills include Estate Planning.

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  Indiana University Bloomington

  Law