James Oberholtzer has provided legal services to clients for over 35 years.

He has provided legal representation to:

Entrepreneurs. Closely held companies, family partnerships and individual entrepreneurs information 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 the 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.

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.

Areas of Practice

• Business law
• Tax
• Real estate development
• Estate Planning
• Probate
• Trust Planning & Administration
• Charitable Organization

Bar Admissions

• Virginia, 1979
• Illinois, 1980
• U.S. District Court, ND
• Illinois 1990
• Oregon, 2002
• Washington, 2008
• US District Court, Oregon 2009

Education

• DePaul University, Chicago LLM, Tax 1985
• Washington & Lee University LL.B. 1979
• Earlham College, Economics 1975

Professional Associations and Memberships

• Virginia State Bar Association
• Illinois State Bar Association
• Oregon State Bar Association
• Washington State Bar Association
• American Bar Association