Main Menu Main Content

Overview

Jim has experience counseling clients with respect to the formation and representation of private foundations, public charities and other nonprofit entities.

He has been named to Ohio Rising Stars for Estate and Probate by Super Lawyers (2011-2018). He is a 2012 recipient of the Ohio Bar Association’s Community Service Award for Attorneys 40 and Under.

Jim was named a "Cincy Leading Lawyer" by Cincinnati Magazine (2018), and he was named to Cincinnati Business Courier’s “Forty Under 40” Class of 2012.

Jim serves as the Adjunct Professor of Estate Planning at the University of Cincinnati School of Law. He recently authored an article to be featured in Best Chapter Magazine entitled “Presidential Politics is Upon Us,” focused on estate planning in relation to the current state of presidential politics in the country.

Jim is a member of the Cincinnati Bar Association, Ohio State Bar Association, Federal Bar Association, American Bar Association and the Cincinnati Estate Planning Council.  He is an officer of the Estate Planning Section of the Cincinnati Bar Association.

Active in the community, Jim serves on the Board of Portrait of a Soul. He served as General Counsel for the Indian Hill Club, where he also served as Treasurer from 2005 through 2008.

He was a member of the Board of Trustees for the National Multiple Sclerosis Society, where he served as Chairman of the MS150. Jim also serves as General Counsel for the Patients of Heartland Homecare Hospice. He is past President of The University Club of Cincinnati as well as a former member of its Board of Governors.

Jim served as Mariemont High School Alumni Association President from 2007 through 2012 and was General Counsel and President of the Catawba House Condominium Association from 2007-2014. He currently serves as General Counsel and Secretary for the Mt. Adams Hillside House Condominium Association.

Jim has served on the Boards of the Down Syndrome Association of Greater Cincinnati, the Mariemont School Foundation, Family Service of Cincinnati and the Cincinnati Estate Planning Council.

Jim served as an intern to Member of Parliament of the United Kingdom Nicholas B. Harvey. During his time on Mr. Harvey’s staff, Mr. Harvey served as the party’s Secretary of Health.

He joined Calfee as a partner in 2014.

Honors & Recognitions

Super Lawyers, Ohio Rising Stars, Estate and Probate, 2011-2019

Ohio Bar Association’s Community Service Award for Attorneys 40 and Under, 2012

Cincinnati Magazine, "Cincy Leading Lawyer," 2018

Cincinnati Business Courier’s “Forty Under 40,” Class of 2012

Cincinnati Magazine, "Five Star Wealth Manager," 2013-2018

Education

J.D., magna cum laude, University of Dayton School of Law, Valedictorian, Notes and Comments Editor of the University of Dayton Law Review, 2005

B.A., magna cum laude, Rollins College, 2002

Professional & Community

Professional & Community

Symmes Township Zoning Board, Board Member

University of Cincinnati School of Law, Adjunct Professor of Estate Planning

Cincinnati Bar Association, Member

Ohio State Bar Association, Member

Federal Bar Association, Member

American Bar Association, Member

Cincinnati Estate Planning Council, Member

Estate Planning Section of the Cincinnati Bar Association, Member

Cincinnati Estate Planning Council, past Board Member

Patients of The Heartland Homecare Hospice, General Counsel

The University Club of Cincinnati, President President and Past Member of Board of Governors

Mt. Adams Hillside House Condominium Association, General Counsel and Secretary

Portrait of a Soul, Board Member

Indian Hill Club, Past General Counsel and Treasurer, 2005-2008

National Multiple Sclerosis Society, Past Trustee and Chairman of the MS150

Mariemont High School Alumni Association, Past President, 2007-2012

Catawba House Condominium Association, Past General Counsel and President, 2007-2014

Down Syndrome Association of Greater Cincinnati, Past Board Member

Mariemont School Foundation, Past Board Member

Family Service of Cincinnati, Past Board Member

News & Events

News

Speaking Engagements

PDF

Licensed In

  • Ohio 
  • Kentucky

Court Admissions

  • U.S. District Court for the Southern District of Ohio
Jump to Page