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James Burns

James Burns: Experienced Estate Planning Attorney and Author in South Orange County, California

James Burns, a dedicated husband of over 20 years and proud father of a newly admitted lawyer, is renowned for his expertise in estate planning, asset protection, and tax law. His legal practice in South Orange County, California, focuses on comprehensive estate planning, real estate strategy, and corporate transactions, including mergers and acquisitions (M&A) in the range of $2 to $20 million.

As a sought-after lecturer, James shares his deep knowledge in estate planning, retirement strategies, and business protection, demonstrating his commitment to educating both clients and peers. His authoritative voice in the field is further solidified through his widely acclaimed financial book, "The 3 Secret Pillars of Wealth."

James's remarkable career trajectory includes honorable service in the United States Marine Corps' Force Reconnaissance, where he specialized in special operations, hostage negotiations, and anti-terrorism – skills that later translated into a successful stint in executive protection for the late Doris Duke. He played a pivotal role in establishing one of the first family offices, managing substantial personal wealth and ensuring the security of multiple residences and private aircraft.

Media outlets frequently seek James's insights, reflecting his status as a trusted legal expert. His practice areas include drafting and negotiating contracts, franchising, nutraceutical development, and sophisticated real estate transactions.

Educationally, James holds two law degrees: a Juris Doctor (JD) and a Master of Laws (LL.M.) in Taxation. He is admitted to practice by the State Bar of California, the U.S. District Court (Central District of California), the U.S. Tax Court, and the U.S. Court of Federal Claims. His successful representations before the IRS have earned acclaim from clients. James is also an alumnus of the prestigious Elder Law College, specializing in special needs planning and senior benefits qualification. His professional affiliations include the Society of Trust and Estate Practitioners (STEP), where he holds the distinguished TEP® rating.

Beyond the boardroom and office, James is a fitness enthusiast, former triathlete, martial artist, and yoga practitioner. Residing in South Orange County, he maintains a balanced lifestyle, often found at the gym or pool, cherishing the tranquility of martial arts and the discipline of yoga.

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