James R. Cunningham
Mr. Cunningham has extensive experience in the areas of estate planning, tax, business planning, probate, and trust administration. He works closely with our clients, designing and implementing a variety of tax, business, and estate planning strategies. He has worked extensively with the estate and gift tax laws and is well versed in the techniques which are available to minimize the harsh impact of those taxes.
In the areas of Wealth Preservation and Wealth Transfer Planning, Mr. Cunningham’s work ranges from foundational planning for the management and transfer of family wealth, such as the design and drafting of Wills and Living Trusts, to more advanced planning techniques using Family Partnerships, Irrevocable Gift Trusts, Charitable Trusts, and other such instruments for the preservation, management, and transfer of wealth.
In the area of Business Planning, Mr. Cunningham counsels owners of closely-held businesses on tax-advantaged strategies to further their business transactions. His work in this area includes business entity selection and formation, buy-sell agreements, and related operations.
Education | Admissions
- Juris Doctor Degree, McGeorge School of Law
- Tax Concentration
- Witkin Award for Taxation of Business Enterprises
A Professional & Community Affiliations
- California State Bar Association
- California State Bar Trusts and Estates Section
- Orange County Bar Association