Jim Pettis

Jim Pettis brings significant depth to his representation of clients in tax, estate planning and mergers and acquisitions. In his work with individual and corporate clients, Jim deals with and resolves IRS and state tax appeals and controversy work. He represents and counsels clients in the real estate development, oil and gas distribution, financial, telecommunications, and furniture manufacturing industries. In the area of estate planning, high net worth individuals, closely held and family business owners rely on Jim for his experience and strategic guidance. Jim also has an active mergers and acquisitions practice, and has represented large construction, corporate, medical and manufacturing clients in transactions.

In his estate planning work, Jim takes pride in helping businesses create the road map that positions clients for continued success. He has helped numerous businesses transfer ownership and leadership from generation to generation. Jim helps clients identify those family members, or external candidates, best suited to lead the business and develop strategies to provide for other family members not directly involved in the business.