James Burns: Experienced Estate Planning Attorney and Author in South Orange County, California
James Burns, Esq. is not merely an estate planning attorney, asset protection, and California Private Retirement Plan specialist. He is a strategic legal architect who helps families, business owners, and high-net-worth clients identify hidden risk exposures and build control systems for predictable wealth transfer outcomes. He is also a dedicated husband of over 30 years and the proud father of a young lawyer. James has built a thriving legal practice in South Orange County, California, where he focuses on comprehensive estate planning and wealth preservation.
James is a recognized authority on Private Placement Life Insurance (PPLI), leveraging this powerful financial tool to help high-net-worth individuals protect their wealth, manage tax exposure, and engage in effective pre-immigration planning for clients seeking U.S. visas such as EB-5. His expertise in PPLI allows his clients to achieve sophisticated asset protection and tax efficiency, particularly in cross-border contexts.
As a sought-after speaker, James shares his deep knowledge of estate planning, retirement strategies, and business protection, frequently lecturing to both clients and peers. His insights, featured in numerous media outlets, have made him a trusted voice in his field. James is also the author of several books, including the widely acclaimed The 3 Secret Pillars of Wealth and his most recent release, PPLI - Hidden Secrets of the World's Most Powerful Tax & Financial Tool.
James's career began with honorable service in the United States Marine Corps' Force Reconnaissance, where he specialized in special operations, hostage negotiations, and anti-terrorism. This unique background served him well during his later transition into executive protection, where he played a pivotal role in managing the personal wealth and assets of the late Doris Duke and her family office. His understanding of high-level security and wealth management has continued to inform his practice as a legal advisor to wealthy clients.
James holds two law degrees: a Juris Doctor (J.D.) and a Master of Laws (LL.M.) in Taxation, and 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 adept handling of IRS representations has consistently earned praise from his clients.
Outside of his professional life, James is a bio-hacker, fitness enthusiast, former triathlete, martial artist, and yoga practitioner. He enjoys maintaining a balanced lifestyle in South Orange County, California, where he frequently spends time in the gym or pool, relishing the focus and discipline of martial arts, yoga, and bio-hacking techniques to optimize health and performance.
Recent Blog Posts
Why Business Owners Need Asset Protection Now
Estate Plan for $10M+ Assets: Your 2026 Strategy Guide
California Capital Gains Tax on Estates: 2026 Guide
Probate Consequences for High-Value Estates: 2026 Guide
The Inheritance Slip-and-Fall: Protecting Your Child's Divorce from Your Legacy
Recommendations
- James Burns made the process quick and easy for us when creating a trustm. Answered all questions we had and explained things to us clearly. The turnaround time was also extremely fast. Definitely recommend!
- My mom needed to amend her trust. We found Mr. Burns after looking locally for someone with good reviews. We scheduled an initial consolation and met with him to discuss restating the trust. Mr. Burns offers a complete estate planning portfolio including trust, will, POA, AHCD, HIPPA, etc. It was...
- I worked with Mr. Burns firm updating my Trust. He and his Associates were extremely helpful. They are very professional and knowledgeable about current laws and how they might affect my Trust. I am also pleased that they will continue to support me and my Trustees as long as needed.
- I work with James on my corporate legal needs and recently to plan, prepare and establish my Family Living Trust. James is thorough, knowledgeable and his attention to the important details is highly appreciated. I've worked with many attorneys in my life and career and James is up there with the...
- We used James service to complete our estate planning for my husband and I. He was great at explaining the process and was trustworthy and thorough. You made a very complicated process easy and we completed it in 3 weeks. Thank you so much James and Team. I would highly recommend James!!!
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